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- Tasks: Build relationships with advisers and manage accounts to drive sales in Wealth Management.
- Company: Join Canada Life UK, a trusted name in financial services since 1903, focused on customer futures.
- Benefits: Enjoy a competitive salary, bonuses, private medical insurance, and flexible working options.
- Why this job: Be part of a dynamic team that values curiosity, collaboration, and continuous improvement.
- Qualifications: CII Diploma in Financial Planning - Level 4 or currently studying towards it is required.
- Other info: This hybrid role offers the chance to work remotely while engaging with clients across southern England.
The predicted salary is between 36000 - 60000 £ per year.
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Telephone Account Manager Wealth, Potters Bar
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Client:
Location:
Potters Bar, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
9402bd001b2c
Job Views:
2
Posted:
14.07.2025
Expiry Date:
28.08.2025
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Job Description:
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, intermediaries, and employees by operating as a modern, agile, and innovative organization.
Part of our parent company Great-West Lifeco, Canada Life UK has operated in the UK since 1903. We have hundreds of dedicated employees committed to doing the right thing for our customers and colleagues.
Canada Life UK is transforming to create a more customer-focused business by providing expertise on financial and tax planning, home finance, annuities, and collective fund solutions to third-party customers.
Job Purpose
We are seeking a Telephone Account Manager to support the growth of our Wealth Management division, focusing on International Investment Bonds and Tax and Estate Planning for the UK Wealth Advisory market. This hybrid role covers a geographical panel in southern England.
Job Summary
- Build and maintain long-term relationships with professional adviser firms through regular contact via telephone, email, and virtual meetings.
- Write quality business for the Canada Life wealth division and manage accounts to optimize business opportunities.
- Understand adviser firms\’ processes and organizational structures, deliver sales targets, and exceed behavioral objectives in line with business plans.
Key Accountabilities
- Manage a panel of adviser firms within a geographic area, including daily activity, meetings, follow-ups, webinars, and campaigns via Salesforce.
- Meet or exceed sales targets across Canada Life\’s wealth products, and achieve activity targets for meetings.
- Develop strong relationships with advisers to maximize sales and increase market share, implementing effective contact strategies.
- Maintain high technical knowledge of Canada Life’s International product range, with regular testing.
- Achieve and maintain competency under the Distribution T&C Scheme.
- Develop account plans through research, competitor analysis, and sales initiatives.
Desired Knowledge / Experience / Skills
- Experience in financial sales with a proven track record of hitting targets is desirable.
- Experience working with financial advisers and understanding their operations is preferred.
- Understanding of UK taxation and the International bond market is essential.
- Knowledge of Platforms and Discretionary Fund Managers is desirable.
- Teamwork skills are essential for joint sales responsibilities.
- Experience with CRM systems like Salesforce is preferred.
- Strong relationship-building, fact-finding, and pitching skills are required.
Qualifications
Minimum: CII Diploma in Financial Planning – Level 4 or studying towards it.
Benefits
Competitive salary, pension, bonus scheme, private medical insurance, life assurance, and development opportunities.
Work Culture
Our culture emphasizes doing the right thing, curiosity, ownership, collaboration, and continuous improvement. We invest in our people and support flexible working arrangements.
Diversity and Inclusion
We are committed to creating an inclusive environment and value diversity in our workforce. We support flexible working to accommodate different needs.
Job ID 1215032401 #J-18808-Ljbffr
Telephone Account Manager Wealth employer: Canada Life Limited
Contact Detail:
Canada Life Limited 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, especially their International Investment Bonds and tax planning services. Understanding these offerings will help you engage more effectively with potential clients and demonstrate your expertise during conversations.
✨Tip Number 2
Network with financial advisers and professionals in the wealth management sector. Attend industry events or webinars to build relationships and gain insights into their needs and challenges, which can be beneficial when discussing how you can support them.
✨Tip Number 3
Brush up on your knowledge of UK taxation and the international bond market. This knowledge is crucial for understanding the context in which you'll be working and will help you stand out as a knowledgeable candidate.
✨Tip Number 4
Get comfortable with Salesforce or similar CRM systems. Since managing accounts and tracking interactions with adviser firms is a key part of the role, being proficient in these tools will show that you're ready to hit the ground running.
We think you need these skills to ace Telephone Account Manager Wealth
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial sales and working with financial advisers. Emphasise any achievements related to meeting sales targets and your understanding of UK taxation and the International bond market.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for wealth management and your ability to build relationships. Mention specific examples of how you've successfully managed accounts or exceeded sales targets in previous roles.
Highlight Relevant Skills: In your application, focus on skills that are essential for the role, such as relationship-building, fact-finding, and pitching. If you have experience with CRM systems like Salesforce, be sure to mention it.
Showcase Continuous Learning: Since the role requires a CII Diploma in Financial Planning or progress towards it, mention any relevant qualifications or courses you are undertaking. This shows your commitment to professional development and aligns with the company's culture of continuous improvement.
How to prepare for a job interview at Canada Life Limited
✨Know Your Products
Familiarise yourself with Canada Life's International product range, especially the Wealth Management division. Be prepared to discuss how these products can benefit clients and how they fit into the broader market.
✨Understand the Adviser Landscape
Research the operations of financial advisers and their processes. This knowledge will help you build rapport and demonstrate that you understand their needs and challenges.
✨Demonstrate Relationship-Building Skills
Prepare examples of how you've successfully built and maintained relationships in previous roles. Highlight your communication skills and ability to engage with clients through various channels.
✨Showcase Your Sales Achievements
Be ready to discuss your past sales experiences and how you've met or exceeded targets. Use specific metrics to illustrate your success and how you can bring that same drive to Canada Life.
