Telephone Account Manager - Wealth

Exchange Street Claims ltd; United Kingdom; Remote; GBP 40,000 - 50,000; Full time

Job summary

A leading financial services provider in the United Kingdom is seeking a passionate Business Development professional. This home-based role involves managing a panel of IFAs, supporting the team, and driving new business in the South West of England and South Wales. The company offers a salary up to £50,000, a generous bonus structure, and comprehensive training to help advance your career in financial planning.

Benefits

10% non-contributory pension

Death in Service benefit

Income Protection

Private medical cover

Qualifications

• Experience in the wealth or financial planning field is essential.
• Dealing with IFAs experience needed but does not need to be frontline sales.
• Ambition and potential are key factors for this role.

Responsibilities

• Support the BDM/TAM in the South West of England/South Wales.
• Manage a panel of IFAs and assist in new business development.
• Attend events and visit clients occasionally.

Skills

Wealth knowledge

Platform experience

Client management

Understanding of IFAs

Education

Level 4 diploma in financial planning

Job description

Discipline: Business Development/Account Management

What's that noise?

Nothing much. Just your head hitting that glass ceiling.

The people above you are going nowhere fast. And whilst you know you're ready for that next step it might be a long wait before you're able to take it.

Unless you move to this business of course.

They're a platform provider who see the value in hiring people on the up. Someone for whom this job is the next logical step in their career. Someone who works in the platform space but who wants a more client focused, targeted job.

Someone like you.

They'll invest in you. They'll train you in the soft skills you need and support you through exams. They can even help match your ambition if one day you want to be a financial planner. How many firms in the intermediary space can offer that?

They have a salary bracket of £40,000 - £50,000. Bonus is an average of £12,000 albeit you can earn up to £20,000 extra each year. Benefits are excellent and include a non‑con 10% pension, DIS, IP and private medical cover.

You’ll be home based but you won’t be alone. You’ll be working in conjunction with a field‑based BDM and another account manager. It's a real team effort at this firm as you'll work together to give your panel the best coverage.

You’ll deal with a panel of IFAs with a focus on investments/asset management. The proposition includes a platform, 82 funds and ESG. You’ll also have access to pension, estate planning and ISA products.

The patch is doing well. Really well. But they're limited because of the size of the team hence this hire. You'll help manage the panel but will work on new business too (where there's extra incentives).

It's one of the best-known brands in the profession, so you won't have a hard time speaking to decision makers. But they aren't a firm to rest on their laurels. They've designed new products to compete with the industry disruptors to maintain a competitive edge.

They want someone to support the BDM/TAM in the South West of England / South Wales area (so Bath/Bristol/Cardiff are good areas). You'll attend events and have the occasional visit so there is some travel that said.

WHAT WE NEED FROM YOU

Background wise you need to have wealth or platform knowledge/experience within the wealth/financial planning field - They won't look at anyone without it.

And whilst you need to have experience of dealing with IFAs you don't need to be in a front line sales position. It's about talent/potential not experience.

Progress with a level 4 diploma in financial planning would be great.

Want to know more? Click apply. If you don't have an up to date CV don't worry. Send us what you have and we can get to the CV later.

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