At a Glance
- Tasks: Manage relationships and promote financial services through calls and webinars.
- Company: Dynamic legal firm in Bradley Stoke with a supportive team culture.
- Benefits: Competitive salary, pension, and discounts on services for family.
- Other info: Hybrid role with opportunities for professional growth and development.
- Why this job: Join a motivated team and make a real impact in financial services.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 31500 - 38500 £ per year.
Account Manager (Financial Services)
Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team.
This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.
The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.
The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.
- Account Manager (Financial Services) Experience
Required - Financial services related 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 working in an office environment
- Knowledge and contacts within the IFA or mortgage advisor industry
- 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
Package
- Annual salary of £24-£32k, depending on experience
- Pension
- Working hours - 37.5 hours per week
- Complimentary Will and End-of-Life planning
- 30% discount for immediate family Wills and End-of-Life planning
- Key areas of responsibility
- 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
- Extract opportunities from our dormant introducer database
Account Manager Financial Services in London employer: Effective Recruitment Solutions Ltd
Effective Recruitment Solutions Ltd is an excellent employer, offering a supportive work culture that prioritises employee well-being and professional growth. With consistent, year-round work in the beautiful city of Salisbury, employees benefit from a competitive salary, optional standby rota, and private healthcare, making it an attractive opportunity for those seeking stability and meaningful contributions in their careers.
Contact Details:
Effective Recruitment Solutions Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager Financial Services in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Effective Recruitment Solutions Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Account Manager Financial Services in London
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Effective Recruitment Solutions Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Effective Recruitment Solutions Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Effective Recruitment Solutions Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Effective Recruitment Solutions Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Effective Recruitment Solutions Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Effective Recruitment Solutions Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
