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For Companies At a Glance
- Tasks: Manage client accounts and provide tailored financial advice over the phone.
- Company: Join Canada Life UK, a trusted name in retirement and investment since 1903.
- Benefits: Enjoy flexible working options, competitive salary, and great corporate perks.
- Why this job: Be part of a modern, agile team making a real difference in people's financial futures.
- Qualifications: No prior experience needed; just bring your passion for helping others and a willingness to learn.
- Other info: This role offers a fantastic opportunity for growth in the financial services sector.
The predicted salary is between 28800 - 43200 £ per year.
Canada Life UK looks after the retirement, investment and protection needs of individuals, families and companies. We help to build better futures for our customers, our intermediaries and our employees by operating as a modern, agile and welcoming organisation.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the United Kingdom since 1903.
Telephone Account Manager Wealth employer: Canada Life Group (UK) Ltd (The)
Contact Detail:
Canada Life Group (UK) Ltd (The) Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Telephone Account Manager Wealth
✨Tip Number 1
Familiarise yourself with Canada Life UK's products and services. Understanding their retirement, investment, and protection offerings will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees of Canada Life UK on platforms like LinkedIn. This can provide you with insider insights about the company culture and expectations for the Telephone Account Manager role, which can be invaluable during your application process.
✨Tip Number 3
Prepare to discuss your experience in account management and customer service. Be ready to share specific examples of how you've successfully managed client relationships and resolved issues, as these skills are crucial for a Telephone Account Manager.
✨Tip Number 4
Stay updated on industry trends and news related to wealth management and financial services. Being knowledgeable about current events can help you stand out in interviews and show that you're proactive and engaged in the field.
We think you need these skills to ace Telephone Account Manager Wealth
Some tips for your application 🫡
Understand the Role: Take time to thoroughly read the job description for the Telephone Account Manager Wealth position. Understand the key responsibilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasise any previous experience in account management, particularly in wealth management or financial services. Use specific examples to demonstrate your success in similar roles.
Craft a Compelling Cover Letter: Write a personalised cover letter that connects your skills and experiences to the values and mission of Canada Life UK. Show enthusiasm for the role and explain why you want to work with them specifically.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for a role in account management.
How to prepare for a job interview at Canada Life Group (UK) Ltd (The)
✨Know Your Products
Familiarise yourself with Canada Life UK's range of retirement, investment, and protection products. Being able to discuss these confidently will show your understanding of the role and the company's offerings.
✨Demonstrate Communication Skills
As a Telephone Account Manager, strong communication skills are essential. Practice articulating your thoughts clearly and concisely, and be prepared to showcase how you can build rapport over the phone.
✨Understand the Market
Research the current trends in the financial services industry, particularly in wealth management. Showing that you are aware of market dynamics will impress your interviewers and demonstrate your proactive approach.
✨Prepare Questions
Have insightful questions ready to ask at the end of the interview. This not only shows your interest in the role but also gives you a chance to assess if the company culture aligns with your values.
