At a Glance
- Tasks: Manage relationships and promote financial services through calls and webinars.
- Company: Dynamic legal firm in Bradley Stoke with a supportive team culture.
- Benefits: Competitive salary, pension, and discounts on services for family.
- Other info: Hybrid role with opportunities for professional growth and development.
- Why this job: Join a motivated team and make a real impact in financial services.
- Qualifications: Experience in financial services and strong communication skills required.
The predicted salary is between 24000 - 32000 £ per year.
A Bradley Stoke legal firm is looking for a Financial Services Account Manager to join the team. This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.
The Financial Services Account Manager role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke. The Financial Services Account Manager is expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.
Experience Required:
- Financial services related experience
- Confidence in speaking to introducers over the telephone and video
- A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team
- A proven track record in sales and account management
- Effective communication and organisational skills
- Experience working in an office environment
- Knowledge and contacts within the IFA or mortgage advisor industry
Attributes:
- Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video
- Excellent attention to detail, both verbal and written, to ensure data accuracy
- Able to manage and liaise with multiple introducers at different stages on different tasks
- Ability to handle sensitive information with the utmost discretion
- Ability to work as a team and independently
- Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
Package:
- Annual salary of £24-£32k, depending on experience
- Pension
- Working hours - 37.5 hours per week
- Complimentary Will and End-of-Life planning
- 30% discount for immediate family Wills and End-of-Life planning
Key areas of responsibility:
- Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
- Using telephone and webinar, you will promote the company proposition
- Communicate to our distributors with a clear understanding of the marketplace and industry developments
- Continually improve and update product and market place knowledge
- Maintain the sales database
- Generally support the rest of the sales team
- Extract opportunities from our dormant introducer database
Financial Services Account Manager in Bristol employer: Proactive Solutions Group Ltd
Join a dynamic legal firm in Bradley Stoke that values its employees and fosters a collaborative work culture. With a hybrid working model, competitive salary, and unique benefits like complimentary Will and End-of-Life planning, this role offers not just a job but a meaningful career path. The company prioritises employee growth, providing opportunities to enhance your skills in the financial services sector while working alongside a motivated team dedicated to making a difference.
Contact Details:
Proactive Solutions Group Ltd Recruitment Team
