At a Glance
- Tasks: Manage and grow client relationships while providing tailored financial planning advice.
- Company: Join Falcon Wealth Management, a top-rated firm in the financial services industry.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Other info: Opportunity for career growth in a dynamic and ethical workplace.
- Why this job: Make a real difference in clients' lives by simplifying their financial journeys.
- Qualifications: Experience in account management and a passion for financial planning.
The predicted salary is between 35000 - 45000 £ per year.
Falcon Wealth Management Ltd is a Partner Practice of St. James’s Place Wealth Management, an award‑winning FTSE 100 company providing holistic financial planning. The firm supports clients with a wide range of services including retirement planning, savings, investment planning, wealth protection, mortgages, and specialist advice. Falcon Wealth Management focuses on clarity, transparency, and long‑term relationships, helping clients simplify complex financial matters and make informed decisions. The team works with individuals, families, and commercial clients, often in collaboration with accountants and solicitors, to tailor advice as circumstances and goals evolve. This client‑centric approach has led to strong, lasting relationships and a reputation for high‑quality service.
This is a full‑time, on‑site role based in the Manchester Area, United Kingdom. The Account Manager will manage and grow a portfolio of client relationships, acting as a primary point of contact for ongoing financial planning and wealth management needs. Daily responsibilities include preparing for and attending client meetings, gathering and reviewing client information, coordinating with advisers and support teams, and ensuring timely follow‑up on agreed actions. The role involves monitoring client portfolios, supporting the implementation of recommendations, and maintaining accurate records and documentation in line with regulatory and internal standards. The Account Manager will also help identify new opportunities within existing accounts, contribute to business development activities, and uphold the firm’s commitment to excellent client service.
Qualifications
- Proven experience in account management, client relationship management, or a similar client‑facing role within financial services or professional services.
- Strong understanding of financial planning concepts (e.g., retirement planning, investments, protection, mortgages) and willingness to deepen technical knowledge.
- Excellent communication, listening, and presentation skills, with the ability to explain complex information in a clear and accessible way.
- High level of organization and attention to detail, with strong time management and follow‑through on client commitments.
- Comfort working with data, reports, and CRM or client management systems; proficiency with standard office software (e.g., Microsoft Office or similar).
- Ability to work collaboratively with advisers, paraplanners, and administrative colleagues to deliver a seamless client experience.
- Relevant financial services qualifications (e.g., progressing toward or holding Level 4 Diploma in Regulated Financial Planning or equivalent) are highly advantageous.
- Ethical, professional approach with a commitment to regulatory compliance, confidentiality, and treating customers fairly.
- Right to work in the United Kingdom and availability to work on‑site in the Manchester area.
Account Manager in Manchester employer: Falcon Wealth Management Ltd
Falcon Wealth Management Ltd is an exceptional employer, offering a dynamic work environment in the heart of Manchester where employees are encouraged to grow and develop their skills in financial planning. With a strong focus on client relationships and a commitment to transparency, the firm fosters a collaborative culture that values ethical practices and professional development, making it an ideal place for those seeking meaningful and rewarding careers in wealth management.
Contact Details:
Falcon Wealth Management Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager in Manchester
✨Tap into Campus Networks
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We think you need these skills to ace Account Manager in Manchester
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 Falcon Wealth Management 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 Falcon Wealth Management 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 Falcon Wealth Management 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 Falcon Wealth Management 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 Falcon Wealth Management 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 Falcon Wealth Management 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.
