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- Tasks: Lead and manage financial adviser accounts, enhancing daily business flows and client relationships.
- Company: Join Insignis Cash, a dynamic FinTech company making waves in the financial advice market.
- Benefits: Enjoy competitive pay, 25 days holiday, private medical insurance, and a hybrid working model.
- Why this job: Make a real impact on our growth while developing your career in a supportive, innovative environment.
- Qualifications: Experience in account management within finance or FinTech, with strong communication and organisational skills.
- Other info: Be part of a team that values your ideas and fosters a culture of collaboration and growth.
The predicted salary is between 43200 - 72000 £ per year.
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.
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.
- Support 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.
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.
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.
Senior Account Manager employer: Insigniscash
Contact Detail:
Insigniscash Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Senior Account Manager
✨Tip Number 1
Research Insignis Cash thoroughly before your interview. Understand their products, services, and recent developments in the FinTech space. This will not only help you answer questions confidently but also demonstrate your genuine interest in the company.
✨Tip Number 2
Network with current or former employees of Insignis Cash on platforms like LinkedIn. They can provide valuable insights into the company culture and expectations for the Senior Account Manager role, which can give you an edge during the interview process.
✨Tip Number 3
Prepare specific examples from your past experience that showcase your ability to manage accounts and build long-term relationships. Tailor these examples to reflect the skills and qualities mentioned in the job description, such as multitasking and analytical abilities.
✨Tip Number 4
Demonstrate your understanding of the financial advice market by discussing current trends or challenges during your interview. This shows that you are proactive and engaged with the industry, making you a more attractive candidate for the role.
We think you need these skills to ace Senior Account Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in account management, particularly within the FinTech or financial services sectors. Use specific examples to demonstrate your success in building long-term client relationships and exceeding targets.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention how your skills align with the job description, particularly your ability to manage accounts proactively and your understanding of customer needs.
Highlight Relevant Skills: In your application, emphasise your analytical skills, communication abilities, and organisational prowess. Provide examples of how you've successfully multitasked and made clear decisions in fast-paced environments.
Showcase Your Team Spirit: Since the role requires collaboration, include examples of how you've worked effectively in teams. Highlight any experiences where you contributed to team success or supported colleagues in achieving shared goals.
How to prepare for a job interview at Insigniscash
✨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 customer needs and sales data. Be ready to discuss how you've used data to inform your decisions and drive business growth in previous positions.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities. Think of scenarios where you've resolved issues for clients or improved account performance, and be prepared to explain your thought process and outcomes.
✨Familiarise Yourself with FinTech Trends
Since Insignis Cash operates in the FinTech space, it's essential to stay updated on industry trends. Research recent developments in financial advice and be ready to discuss how they could impact your role and the company.
