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- Tasks: Build relationships and drive commercial results in financial planning and investment services.
- Company: Dynamic Planner is a leading fintech transforming financial advice delivery in the UK.
- Benefits: Enjoy hybrid working, a passionate team, and the chance to influence enterprise operations.
- Why this job: Join a mission-driven company making financial advice accessible and impactful for all.
- Qualifications: Experience in account management and a passion for fintech are essential.
- Other info: This role offers significant visibility and ownership in a rapidly growing company.
The predicted salary is between 43200 - 72000 £ per year.
Location: Hybrid / Reading
Role Overview: Build relationships that unlock value in the UK financial planning and investment services sector and own the commercial results. At Dynamic Planner, we’re leveraging technology to transform the delivery of financial advice in the UK. Our solutions significantly reduce the time required to deliver regulated financial plans, increasing access to financial advice for those who need it.
In line with the UK government’s priorities to broaden access to financial advice, we are seeking a Strategic Account Manager to oversee our most valuable client relationships and help them maximize the value from our technology. This is a high-impact, commercially accountable role. You’ll represent Dynamic Planner to key enterprise accounts in the financial planning, wealth management, and asset management sectors, acting as a trusted advisor, growth partner, and strategic operator.
We are a 22-year-old fintech company with a passionate team led by our co-founder CEO. Our mission is to lower the cost of delivering regulated financial advice and to transform access within the UK wealth management sector, where we currently serve 40% of the market. We focus on building meaningful relationships with enterprise clients to help them achieve their goals. As we grow rapidly, this role will offer significant visibility, ownership, and influence on how we scale our enterprise operations.
Strategic Account Manager – Enterprise Clients employer: Dynamic Planner Limited
Contact Detail:
Dynamic Planner Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Strategic Account Manager – Enterprise Clients
✨Tip Number 1
Familiarise yourself with the latest trends in financial planning and investment services. Understanding the current landscape will help you engage in meaningful conversations with potential clients and demonstrate your expertise.
✨Tip Number 2
Network within the fintech community, especially focusing on professionals in wealth management and asset management sectors. Attend industry events or webinars to connect with key players and gain insights that could be beneficial in your role.
✨Tip Number 3
Prepare to showcase your relationship-building skills. Think of examples from your past experiences where you've successfully managed client relationships and driven commercial results, as these will be crucial in this role.
✨Tip Number 4
Research Dynamic Planner’s technology and its impact on financial advice delivery. Being knowledgeable about our solutions will not only impress during discussions but also show your genuine interest in helping enterprise clients maximise their value.
We think you need these skills to ace Strategic Account Manager – Enterprise Clients
Some tips for your application 🫡
Understand the Role: Take the time to thoroughly read the job description for the Strategic Account Manager position. Understand the key responsibilities and required skills, especially in building relationships within the financial planning and investment services sector.
Tailor Your CV: Customise your CV to highlight relevant experience in account management, particularly with enterprise clients. Emphasise any achievements that demonstrate your ability to drive commercial results and build meaningful client relationships.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for fintech and your understanding of the UK wealth management sector. Mention specific examples of how you have successfully managed client relationships and contributed to business growth in previous roles.
Highlight Your Strategic Thinking: In your application, illustrate your strategic thinking abilities. Provide examples of how you've acted as a trusted advisor or growth partner in past positions, and how you can apply this to help Dynamic Planner scale its enterprise operations.
How to prepare for a job interview at Dynamic Planner Limited
✨Understand the Company and Its Mission
Before your interview, take the time to research Dynamic Planner thoroughly. Understand their mission to transform financial advice in the UK and how they leverage technology. This will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Showcase Your Relationship-Building Skills
As a Strategic Account Manager, building relationships is key. Prepare examples from your past experiences where you've successfully developed and maintained client relationships. Highlight how these relationships led to positive outcomes for both parties.
✨Prepare for Commercial Accountability Questions
Expect questions about how you've managed commercial results in previous roles. Be ready to discuss specific metrics or KPIs you've achieved and how you plan to drive similar results at Dynamic Planner. This shows that you understand the importance of accountability in this role.
✨Demonstrate Your Strategic Thinking
In this high-impact role, strategic thinking is crucial. Prepare to discuss how you've approached strategic planning in the past, particularly in the financial services sector. Use examples that illustrate your ability to think critically and make data-driven decisions.
