At a Glance
- Tasks: Build strong broker relationships and convert leads into sales opportunities.
- Company: Join a fast-growing challenger in the financial services sector.
- Benefits: Competitive salary, health cash plan, and structured career development.
- Other info: Enjoy a supportive culture focused on wellbeing and personal growth.
- Why this job: Make a real difference in the mortgage market and thrive in a target-driven environment.
- Qualifications: Experience in mortgages or financial services with strong communication skills.
The predicted salary is between 29250 - 35750 £ per year.
We’re looking for a confident, customer-focused Telephone Account Manager to join an ambitious, fast-growing challenger in the financial services sector. This is a fantastic opportunity to be part of a company that’s shaking up the mortgage market and making a real difference to customers who’ve too often been told “no”. If you’re commercially minded, persuasive on the phone, and thrive in a target-driven environment, this role gives you the platform to shine.
What you’ll be doing:
- Building and nurturing strong, long-lasting broker relationships
- Handling inbound and outbound calls, qualifying leads, and converting them into sales opportunities
- Acting as the first point of contact for brokers – solving problems, answering queries, and guiding them through product options
- Using digital channels to strengthen engagement and spot new opportunities
- Maintaining accurate records in the CRM system and tracking your pipeline
- Collaborating closely with Key Account Managers, underwriting, and processing teams to deliver seamless service
- Ensuring compliance with industry regulations and company policies
What we’re looking for:
- Background in mortgages or financial services (telephone sales, account management, or customer service)
- Strong communication skills with the ability to influence and build rapport quickly
- Commercially savvy, target-driven, and self-motivated with a positive, can-do attitude
- Organised and efficient, able to manage multiple broker interactions
- CRM confident and comfortable with Microsoft Office tools
- Resilient, adaptable, and always looking for ways to improve and grow
What’s on offer:
- Competitive base salary of £25,000
- Health cash plan and employee assistance programme
- Salary sacrifice pension scheme
- Employee Growth Shares – have a stake in the company’s success
- Structured career development with quarterly progression planning
- A collaborative, supportive culture with a focus on wellbeing
Seniority level: Entry level
Employment type: Full-time
Job function: Sales, Customer Service, and Business Development
Telephone Account Manager in London employer: Morgan McKinley
As a leading international savings and investments business with over a century of experience, we pride ourselves on fostering a supportive and inclusive work environment that prioritises employee well-being and professional growth. Our flexible working arrangements and commitment to workplace accommodations ensure that you can thrive in your role as the Group Financial Crime Policy and Standards Manager, while contributing to our mission of delivering exceptional financial outcomes for our clients. Join us to be part of a dynamic team that values collaboration, innovation, and integrity in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Telephone Account Manager in London
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Morgan McKinley. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Telephone Account Manager in London
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 Morgan McKinley.
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 Morgan McKinley'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 Morgan McKinley
✨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 Morgan McKinley.
✨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 Morgan McKinley 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 Morgan McKinley 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.
