Financial Services Account Manager

$31,648 - $44,307 yearly
  • CV Library
  • Bradley Stoke, Gloucestershire
  • Mar 22, 2024
Permanent Location: Office

Job Description

Financial Services Account Manager Financial Services Account Manager. A Bradley Stoke based tech driven wills, trusts and power of attorney firm are recruiting a new Financial Services Account Manager to join the team. The Financial Services Account Manager may be a Business Development Manager or Telesales Advisor or Account Manager. The role will be office based in Bradley Stoke and will be telephone based with virtual and webinar presentation where needed. The Financial Services Account Manager will be expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorney and the company's technology platform. The Relationship Manager will: Relationship management, create, develop and manage key introducers to promote the company and drive client referrals Using telephone and webinar, you will promote the company proposition Communicate to our distributors with a clear understanding of the marketplace and industry developments Continually improve and update product and market place knowledge Maintain the sales database Generally support the rest of the sales team Relationship Manager Required experience: Confidence in speaking to introducers over the telephone and video A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team A proven track record in sales and account management Effective communication and organisational skills Experience in financial services Relationship Manager Desirable Experience within the Estate Planning is preferred but by no means essential Experience working in an office environment Knowledge and contacts within the IFA or mortgage advisor industry Financial Services Account Manager Attributes Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video Excellent attention to detail, both verbal and written, to ensure data accuracy Able to manage and liaise with multiple introducers at different stages on different tasks Ability to handle sensitive information with the utmost discretion Ability to work as a team and independently Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems The Financial Services Account Manager starting salary is £30k, rising to £32k at the end of probation, plus £6k bonus OTE, performance and behaviour based. The role is a full time position, 37.5 hours a week but part time would be considered for the right candidate In order to view more information on this job press the APPLY NOW button below and it will take you to the source website

Working Hours

Full Time

Salary by Currency

This role in US Dollars has a minimum of $31,648 to a maximum of $44,307. In British Pounds it has a minimum of £25,000 to a maximum of £35,000. In Australian Dollars it has a minimum of $48,159 to a maximum of $67,422.


Governance and Control (for team members)

Everybody from the CEO to the newest intern plays an important role towards supporting governance and control. During this course participants will learn governance risk management compliance treasury and closing the books.

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Planning Budgeting and Forecasting

This course teaches you how to master the business planning and strategy creation the budgeting process creating investment cases building financial models allocating capital monitoring budgets and managing outcomes.

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Relationship Building

Relationships are at the heart of everything you do and are a fundamental component of your success. This course will teach you how to build brand new relationships from scratch and apply proven techniques to turn these individuals into your biggest supporters.

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Personal Effectiveness

Recent studies show that finance team members with high levels of personal effectiveness earn significantly more than their less-effective counterparts and progress far quicker through their careers. This course teaches you to set priorities organize your time and resources and stay focused on achieving your goals to a high standard.

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Operational Driver

Modern-day CFOs are taking on ever-increasing operational responsibilities including Finance HR IT Legal Procurement Payroll and Facilities. This course teaches you how to lead these functions effectively and also proven methodologies to become a strong operational driver throughout the business.

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Best Practice Financial Modelling

This course teaches you the fundamentals of good modelling practice including the spreadsheet life cycle the FAST Standard the Calculation Block Flags and Factors how to review models and SMART Guidelines for financial modelling.

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Soft Skills

Research shows that soft skills contribute towards 80% of your career success and this is arguably even more the case for finance leaders. This course teaches you how the best finance leaders communicate effectively with their team build bridges between each department and develop trusted relationships with key stakeholders.

For more information visit: Courses Overview