At a Glance
- Tasks: Join a dynamic team to drive sales in offshore bonds and inheritance tax planning.
- Company: A leading firm in financial planning with a stellar reputation and impressive sales growth.
- Benefits: Enjoy hybrid working, generous bonuses, and up to 9% employer pension contributions.
- Other info: Flexible application process; everyone receives a response.
- Why this job: Step into a winning position with strong support and a chance to excel in your career.
- Qualifications: Experience in wealth management and a proven track record in sales to financial planners required.
The predicted salary is between 36000 - 60000 £ per year.
Here you'll hit your sales targets with a joint strategy alongside a top-performing Business Development Manager. You’ll benefit from their expertise while focusing on a high-potential market segment, giving you a fast track to mastering offshore bonds and inheritance tax planning.
With your region already 137% of target year-to-date, you’ll be stepping into a winning position. Every region is in fact exceeding expectations, so you’ll build momentum from day one and enjoy a generous bonus tied to your performance (£24,000 for finishing "on target", paid quarterly).
Hybrid working gives you the flexibility to thrive. Spend two days in the office collaborating with other account managers and three days at home to focus on strategy and client engagement.
On top of that, you’ll get up to a 9% employer pension contribution (if you put in 6%), 4 x DIS and strong parental leave for both maternity and paternity. Salary is to c£50,000 but there are annual pay reviews.
What you'll do
You’ll work closely with an experienced BDM to promote a leading Offshore Bond product, as well as IHT planning solutions. These products are well-established and trusted, giving you a strong platform to build relationships and drive sales.
Your focus will be on financial planning firms across South Wales, Bristol, and the M4 corridor to Reading. You’ll take ownership of client strategies and shape them with your expertise, while also learning from a specialist market.
What you'll need
- Experience in wealth management, ideally with onshore or offshore bonds
- Strong background in intermediary or wealth sales
- Confidence in developing client strategies and working towards ambitious targets
About the company
The firm has a strong reputation in the financial planning niche. After refocusing on their International Offshore Bond proposition, they’ve seen tremendous success, achieving £2bn in sales last year and already £1.8bn this year. Every regional hub is performing above target, giving you a solid foundation to grow your career.
-----------------------------------------------------------------------------------------
Want to know more? Please click the ‘Apply’ button.
Don’t worry if your CV isn’t up to date. Just send what you have and we’ll deal with that later.
Everyone will receive a response
Account Manager financial planning / wealth in Watford employer: Exchange Street Claims & Financial Services
This firm stands out as an exceptional employer, offering a collaborative work culture where teamwork is paramount. With a strong focus on employee growth, you will benefit from mentorship by a seasoned Business Development Manager while enjoying the flexibility of hybrid working. The generous bonus structure, robust pension contributions, and supportive parental leave policies further enhance the appeal of joining a company that is consistently exceeding sales targets in a thriving market.
Contact Details:
Exchange Street Claims & Financial Services Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager financial planning / wealth in Watford
✨Tip Number 1
Network with professionals in the wealth management sector, especially those who have experience with offshore bonds. Attend industry events or webinars to connect with potential colleagues and learn more about the market.
✨Tip Number 2
Familiarise yourself with the specific financial products mentioned in the job description, such as offshore bonds and inheritance tax planning solutions. This knowledge will help you engage in meaningful conversations during interviews.
✨Tip Number 3
Research the company’s recent achievements and their approach to financial planning. Being able to discuss their success and how you can contribute will demonstrate your genuine interest in the role.
✨Tip Number 4
Prepare to discuss your previous sales experiences and how they relate to the targets set in this role. Highlight any successful strategies you've implemented that could be relevant to promoting offshore bond products.
We think you need these skills to ace Account Manager financial planning / wealth in Watford
Some tips for your application 🫡
Tailor Your CV:Make sure your CV highlights your experience in wealth management and sales, particularly with onshore or offshore bonds. Use specific examples that demonstrate your success in developing client strategies and achieving targets.
Craft a Compelling Cover Letter:Write a cover letter that showcases your understanding of the financial planning sector and your enthusiasm for the role. Mention how your background aligns with the company's focus on offshore bonds and inheritance tax planning.
Highlight Relevant Experience:In your application, emphasise any previous roles where you sold products to IFAs or financial planners in the UK. This will show that you have the necessary sector experience that the company is looking for.
Showcase Your Team Spirit:Since the company values teamwork, include examples of how you've successfully collaborated with others in past roles. This could be working alongside business development managers or other account managers to achieve sales targets.
How to prepare for a job interview at Exchange Street Claims & Financial Services
✨Showcase Your Sales Experience
Make sure to highlight your previous experience in wealth management and sales, especially if you've worked with onshore or offshore bonds. Be prepared to discuss specific examples of how you met or exceeded targets in your past roles.
✨Understand the Products
Familiarise yourself with the Offshore Bond products and inheritance tax planning solutions that the company offers. Being able to discuss these products confidently will demonstrate your commitment and understanding of the role.
✨Emphasise Team Collaboration
Since this role involves working closely with a Business Development Manager, be ready to talk about your experience in team settings. Share examples of how you've successfully collaborated with others to achieve common goals.
✨Prepare for Client Strategy Discussions
Think about how you would approach developing client strategies in the financial planning sector. Be ready to discuss your thought process and any relevant experiences that showcase your ability to tailor strategies to meet client needs.
