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For Companies At a Glance
- Tasks: Build strong client relationships and ensure their needs are met through collaboration.
- Company: Join Fintel Services, a leader in financial advice tools and support.
- Benefits: Competitive salary, professional development, and a supportive team environment.
- Why this job: Make a real impact in the financial sector while growing your career.
- Qualifications: Level 4 Diploma in Financial Planning and experience in the financial marketplace.
- Other info: Work in a dynamic office in Wythenshawe, with flexible working arrangements.
The predicted salary is between 36000 - 60000 £ per year.
At Fintel Services, we empower financial professionals with trusted tools, insights and support to shape the future of financial advice. Threesixty is a leading UK-based provider of compliance, regulatory, and business-support services for financial advice firms and we are looking for an account manager to join the team. We offer practical guidance, training, research, and helpdesk support to help advisers manage regulatory responsibilities, strengthen governance, and operate more efficiently.
Role overview
An Account Manager is responsible for developing long‑term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships. You will act as the client advocate, ensuring their needs are fully understood and met through close collaboration within internal teams. This role requires a proactive and driven individual who brings energy, professionalism, and initiative to every client interaction. You may assist with making sales calls, handling client feedback or complaints, analysing data, and continuously improving the overall client experience.
What you’ll do
- Develop and maintain long‑term relationships with all key clients.
- Identify and recommend services to meet clients’ evolving needs and support the implementation of agreed solutions.
- Engage proactively with clients through regular contact and reviews, gathering feedback to enhance the company proposition and client outcomes.
- Manage delivery of outstanding services and act as an escalation point for operational issues.
- Identify and drive operational improvements toward service and operational excellence.
- Build and maintain strategic third‑party relationships with providers to support client needs.
- Act as a Subject Matter Expert for the threesixty Client Portal and modular compliance management system (trust), working closely with IT and Marketing to produce content and support functionality.
- Maintain and update the Third‑Party Toolbox in the Client Portal.
- Conduct data analysis to assess client engagement, competitor activity, and product usage to identify growth opportunities.
- Deliver demonstrations of the Client portal to support Account Management and Sales Teams.
What you’ll need to succeed
Skills – Technical
- Level 4 Diploma in Financial Planning (minimum qualification required).
- Strong understanding of the adviser, investment management, and platform marketplace.
- Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
- Good understanding of the FCA regulatory framework (SYSC, COBS, T&Cs, Conflicts of Interest, Complaints) is advantageous.
Your approach to work
- Proactive, driven, and energetic, with a positive approach to achieving results.
- Strong sense of ownership and accountability, with the confidence to make informed decisions.
- Excellent listening and consultative skills.
- Critical thinking and problem‑solving ability.
- Exceptional verbal and written communication, with the ability to engage clients and internal stakeholders effectively.
- High attention to detail and commitment to quality.
Work Location
Our office is in Wythenshawe and the team works from there 3 days per week.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
Account Manager in Manchester employer: Fintel Services
Contact Detail:
Fintel Services Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Account Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the financial services industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of the adviser and investment management marketplace. Share insights and experiences that demonstrate your understanding of their needs.
✨Tip Number 3
Be proactive in your follow-ups! After meeting someone or having an interview, send a quick thank-you note or message. It shows you’re keen and keeps you fresh in their minds. Plus, it’s a great way to reiterate your interest in the role.
✨Tip Number 4
Apply through our website! We’ve got loads of resources to help you ace your application and stand out. Plus, applying directly shows you’re genuinely interested in joining our team at Fintel Services. Don’t miss out!
We think you need these skills to ace Account Manager in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Account Manager role. Highlight your experience in the adviser and investment management sectors, and don’t forget to mention your Level 4 Diploma in Financial Planning. We want to see how your skills match what we’re looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about the role and how your proactive approach can benefit our clients. Keep it engaging and personal – we love to see your personality come through!
Showcase Your Communication Skills: As an Account Manager, communication is key. In your application, demonstrate your exceptional verbal and written skills. Whether it’s through your CV or cover letter, make sure we can see how you engage with clients and stakeholders effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Fintel Services!
How to prepare for a job interview at Fintel Services
✨Know Your Stuff
Make sure you brush up on your knowledge of the adviser, investment management, and platform marketplace. Familiarise yourself with the FCA regulatory framework as well. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
As an Account Manager, building long-term relationships is key. Prepare examples from your past experiences where you've successfully nurtured client relationships or resolved issues. This will demonstrate your proactive approach and ability to connect with clients.
✨Be Data Savvy
Since the role involves analysing data to assess client engagement and identify growth opportunities, be ready to discuss your experience with data analysis. Bring examples of how you've used data to drive improvements or make informed decisions in previous roles.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s services, client engagement strategies, and the tools you'll be using, like the threesixty Client Portal. This shows your enthusiasm for the role and helps you understand how you can contribute to their success.
