Account Manager

Account Manager

Full-Time 30000 - 40000 £ / year (est.) Home office (partial)
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At a Glance

  • Tasks: Manage Workplace Pensions and provide top-notch client support.
  • Company: Award-winning Wealth Manager with a supportive team culture.
  • Benefits: Competitive salary, hybrid work, exam support, and comprehensive health benefits.
  • Other info: Ongoing training and excellent career development opportunities.
  • Why this job: Join a growing team and make a real impact on client service.
  • Qualifications: Experience in account management and strong organisational skills.

The predicted salary is between 30000 - 40000 £ per year.

A highly organised, proactive, and experienced Account Manager is required for the full administration of Workplace Pensions. Responsibilities include:

  • Processing of new entrants, leavers, and retirees
  • Updating and processing monthly pension schedules
  • Uploading pension schedules on provider websites
  • Processing risk claims relating to death, health, and disability
  • Arranging group client appointments and meetings for the consultant
  • Processing renewals
  • Compiling and completing annual Client reviews
  • Suggesting and creating improved and efficient working methods
  • Providing general administrative support
  • Recording client and policy information onto back-office systems
  • Delivering effective communication to clients
  • Preparing scheme reports and attending client meetings
  • Providing a high standard of administrative support to Advisers/Consultants and clients via telephone, email, and written communication
  • Assisting in product and provider research
  • Providing technical support to Advisers and Directors regarding scheme updates and legislative changes
  • Maintaining knowledge of corporate related products and various types of schemes
  • Detecting and resolving issues that may arise
  • Being the main point of contact for clients and providers
  • Maintaining an understanding of Auto-Enrolment and relevant legislative changes

What’s on Offer:

  • Competitive salary package
  • Hybrid working pattern (3 days office-based)
  • Supportive and collaborative team environment
  • Ongoing training and professional development opportunities
  • Key role in delivering outstanding client service within a growing team
  • 4% matched pension contributions
  • Income Protection Cover (terms apply)
  • Death-in-Service Cover (terms apply)
  • Health Shield Cash Plan
  • Employee Assistance Programmes
  • Cycle to Work Scheme
  • Employee Discounts
  • Company Activities
  • Breakfast/Fruit supplies
  • Discounted Health Tests
  • Optional Influenza vaccination
  • Employee referral programme

Account Manager employer: Rayment Recruitment

As an award-winning Wealth Manager based in North London, we pride ourselves on fostering a supportive and collaborative work culture that empowers our employees to thrive. With a competitive salary package, comprehensive benefits, and ongoing professional development opportunities, our Account Managers play a vital role in delivering exceptional client service while enjoying a hybrid working model that promotes work-life balance. Join us to be part of a dynamic team where your contributions are valued and recognised.

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Contact Details:

Rayment Recruitment Recruitment Team

StudySmarter Expert Advice🤫

We think this is how you could land Account Manager

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 Rayment Recruitment. 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 Account Manager

Organisational Skills
Proactive Approach
Pension Administration
Client Relationship Management
Communication Skills
Technical Support
Problem-Solving Skills

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 Rayment Recruitment.

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 Rayment Recruitment'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 Rayment Recruitment

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 Rayment Recruitment.

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 Rayment Recruitment 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 Rayment Recruitment 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.