Telephony Account Manager (Holistic)

Royal London; City of Edinburgh; Hybrid; GBP 35,000 - 55,000; Full time

Job summary

An established industry player is seeking a Holistic Account Manager to join their Pensions Account Management Unit. This role involves creating and delivering strategic plans to develop relationships with financial advisers, ensuring compliance with sales processes, and promoting new business opportunities. You will be part of a dynamic team focused on achieving business goals while supporting financial resilience. The company values inclusivity and offers a range of benefits, including a competitive salary, private medical cover, and a generous pension scheme. If you possess excellent communication skills and a passion for relationship management, this opportunity is perfect for you.

Benefits

28 days annual leave

Up to 14% employer matching pension scheme

Private medical insurance

Life cover

Income protection

Bonus opportunities

Qualifications

• Strong communication and influencing skills are essential for success.
• Must demonstrate knowledge of technology used by advisers.

Responsibilities

• Develop and maintain a strategy plan for financial advisers.
• Deliver sales presentations and promote new sales opportunities.
• Ensure compliance with sales processes and manage business risks.

Skills

Communication Skills

Sales Skills

Relationship Management

Continuous Improvement

Technical Understanding

Education

Diploma Level 4 qualifications specific to CII or LIBF

Tools

Research and Analysis Systems

Sales Platforms

Model Portfolio Services

Job description

Telephony Account Manager (Holistic)

Date: 17 Apr 2025

Location: Edinburgh, GB

Company: Royal London Group

Job Title: Telephony Account Manager (Holistic)

Contract Type: Permanent

Location: Edinburgh

Working style: Hybrid 50% home/office based

Salary and benefits: Competitive basic, plus on target bonus and group scorecard bonus, private medical cover and life cover plus income protection, as well as contribution matched pension up to 14%

We are looking for a Holistic Account Manager to join our Pensions Account Management Unit at Royal London.

You will help us meet our new business goals for pension and later life planning products. Our financial adviser clients benefit from our consultative sales approach, which helps them save time, increase profit, and achieve better outcomes for their clients. We do this by building relationships and focusing on the medium to long term, aligned with our vision of supporting financial resilience, moving fairly to a sustainable world, and strengthening the mutual choice for customers.

About the role

• You will create, maintain and deliver a strategy plan to develop a panel of financial advisers and will deliver Pensions new business objectives from a broad range of firms on the panel.
• You will deliver sales presentations to Intermediaries, promoting new and existing sales opportunities whilst developing and maintaining strong business relationships with your panel.
• You will be responsible for identifying and promoting new sales opportunities through various channels whilst ensuring a smooth, efficient, and professional sales process for the adviser.
• You will always comply with the Royal London sales Process and Compliance reporting requirements, ensuring competent status is maintained and all business risks are managed and mitigated effectively and reported through relevant channels.
• You will have attained or can demonstrate working towards Diploma Level 4 qualifications specific to CII or LIBF or equivalent.
• Ideally you will be competent and have an excellent understanding of technology used by advisers including research and analysis systems, platforms, Model portfolio services etc.
• You will have the ability to discuss and debate industry issues, technical and legislative updates in a competent and influential manner to all levels of stakeholders including company directors.
• To demonstrate knowledge of our and competitor propositions would also be advantageous.
• Excellent Communication and influencing skills, and the ability to develop relationships internally and externally.
• Demonstrable continuous improvement skills and experience.

About Royal London

We’re the UK’s largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance.

Inclusion, diversity and belonging

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.