Account Manager

Role Overview

**Are you a proactive and driven individual who can bring energy, professionalism and initiative to every client interaction?****Role Overview: **As Account Manager you'll be responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships. **You will act as the client advocate, ensuring their needs are fully understood and met through close collaboration with internal teams.

Requirements

Essential requirements:

• Level 4 Diploma in Financial Planning (minimum qualification required).
• Strong understanding of the adviser, investment management, and platform marketplace.
• Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Good understanding of the FCA regulatory framework (SYSC, COBS, T&C, Conflicts of Interest, Complaints)
• Experience in a similar role or in a customer-facing role plus the above qualifications and knowledge

Your approach to work:

• Proactive, driven, and energetic, with a positive approach to achieving results.
• Strong sense of ownership and accountability, with the confidence to make informed decisions.
• Excellent listening and consultative skills.
• Critical thinking and problem solving ability.
• Exceptional verbal and written communication, with the ability to engage clients and internal stakeholders effectively.
• High attention to detail and commitment to quality.

Benefits

Location: This is a hybrid role where you will normally work from our Wythenshawe office 3 times each week with the remaining two days from home. **Right to Work: ** Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship. **