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- Tasks: Lead and manage financial adviser accounts, enhancing daily business flows and relationships.
- Company: Join Insignis Cash, a dynamic FinTech company focused on growth and innovation.
- Benefits: Enjoy competitive pay, 25 days holiday, private medical insurance, and wellness discounts.
- Why this job: Make a real impact in a fast-paced environment while developing your career with valued ideas.
- Qualifications: Experience in account management, strong communication skills, and a proactive approach are essential.
- Other info: Hybrid working model: 3 days in the office, 2 days remote.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK\’s leading over-50s age inclusive jobs board.
Insignis Cash is a growing FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company\’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.
We are looking for a dynamic Senior Account Manager to join our team and work on an exciting portfolio of financial adviser accounts, acting as the day-to-day lead to our adviser partners.
The role will involve managing and enhancing the daily delivery of your accounts\’ business flows including financial illustrations, applications, general enquiries and training. The role will suit someone driven, who enjoys working in a forward-thinking fast-paced environment, enjoys the financial advice market, and who is experienced in taking a proactive lead in growing a panel of accounts.
What will you be doing?
- Be responsible to define and execute the business development plan.
- Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts.
- Grow our existing adviser penetration.
- Understand customer requirements and needs to offer suitable solutions and generate new business.
- Resolve any issues to maintain and strengthen adviser and client trust.
- Supporting the successful onboarding of new clients.
- Utilise our internal systems to report on and analyse trends in our sales data.
- Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio.
Requirements
We would love to hear from you if you have the following:
- Proven success in proactively managing accounts and building successful long-term relationships with clients, preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice.
- Ability to multitask, excellent planning and organisational skills.
- Proven track record of hitting and exceeding targets.
- Analytical, with strong communication skills, and the ability to prioritise and make clear decisions.
- Strong written and verbal communication skills.
- Excellent organizational skills and attention to detail.
- Strong team player with excellent people skills
- Capacity to excel in a fast-paced environment
- Keen to get stuck in.
Benefits
- Competitive compensation
- 25 days holiday (exc. Bank holidays)
- Pension contributions
- Private medical insurance
- Employee health and wellness discounts
- Cycle to Work Scheme
- Monthly happy hours and team lunches
- Lunch and learn training sessions
Working Pattern
- Hybrid working pattern in London office, 3 days in the office, 2 days remote.
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Senior Account Manager employer: Insignis
Contact Detail:
Insignis Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Manager
✨Tip Number 1
Familiarise yourself with the FinTech landscape, especially focusing on financial advice and wealth management. Understanding current trends and challenges in this sector will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the industry, particularly those who work as account managers or in similar roles. Attend relevant events or webinars to build connections that could provide insights or referrals for your application.
✨Tip Number 3
Prepare to discuss specific examples of how you've successfully managed accounts and built long-term relationships in your previous roles. Highlighting your achievements will demonstrate your capability and fit for the position.
✨Tip Number 4
Research Insignis Cash thoroughly, including their products and services. Being able to articulate how you can contribute to their growth and enhance adviser relationships will set you apart from other candidates.
We think you need these skills to ace Senior Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in account management, particularly in the finance or FinTech sectors. Use specific examples of how you've successfully built long-term relationships with clients and exceeded targets.
Craft a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your skills align with the job requirements, particularly your ability to multitask and your strong communication skills. Share a brief story that showcases your proactive approach in previous roles.
Showcase Relevant Experience: When detailing your work history, focus on achievements that demonstrate your analytical skills and ability to resolve issues. Highlight any experience you have with financial illustrations or onboarding new clients, as these are key aspects of the role.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Senior Account Manager position.
How to prepare for a job interview at Insignis
✨Showcase Your Relationship-Building Skills
As a Senior Account Manager, your ability to build and maintain relationships is crucial. Prepare examples of how you've successfully managed client accounts in the past, focusing on long-term partnerships and trust-building.
✨Demonstrate Your Analytical Abilities
The role requires strong analytical skills to understand sales data and trends. Be ready to discuss how you've used data to inform decisions or strategies in previous roles, showcasing your ability to make data-driven choices.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving skills, especially regarding client issues. Think of specific scenarios where you resolved conflicts or enhanced client satisfaction, and be prepared to explain your thought process.
✨Understand Insignis Cash's Products
Familiarise yourself with Insignis Cash's offerings and the financial advice market. Being knowledgeable about their products will not only impress your interviewers but also help you articulate how you can add value to their team.