At a Glance
- Tasks: Manage Workplace Pensions and provide top-notch client support in a dynamic environment.
- Company: Award-winning Wealth Manager with a supportive and collaborative culture.
- Benefits: Competitive salary, hybrid work, comprehensive benefits, and ongoing training.
- Other info: Enjoy a vibrant workplace with plenty of perks and career growth 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.
An award winning, multi-office, highly reputable Wealth Manager currently requires a highly organised and proactive, and experienced Account Manager.
The Account Manager is responsible for the full administration of Workplace Pensions and will deal with all scheme administration, namely:
- Processing of new entrants, leavers, and retirees
- Update and process monthly pension schedules
- Uploading of pension schedules on provider websites
- Processing of risk claims relating to death, health and disability
- Arranging group client appointments and meetings for the consultant
- Process renewals
- Compile and complete annual Client reviews
- Be proactive in suggesting and creating improved and efficient working methods
- Provide general administrative support
- Record client and policy information onto back-office systems
- Provide effective delivery of information and communication to clients
- Prepare scheme reports and attend client meetings
- Provide a pro-active service and a high standard of administrative support to the Advisers/Consultants and clients via telephone, email and written communication, including assisting in product and provider research
- Provide technical support to the Advisers and Directors in respect of scheme updates and legislative changes
- Maintain a good knowledge of all corporate related products, encompassing an in-depth knowledge of the various types of schemes and associated technical knowledge
- Detect and resolve issues that may arise
- Be the main point of contact for clients and providers
- Maintain a good understanding of Auto-Enrolment and be up to date with appropriate and relevant legislative changes
Account Manager - 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
- The opportunity to play a 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
Manager, Account Executive employer: Rayment Recruitment
Join an award-winning Wealth Manager in North London as an Account Manager, where you will thrive in a supportive and collaborative team environment. With a competitive salary, comprehensive benefits, and a strong focus on ongoing training and professional development, this role offers the chance to make a meaningful impact while enjoying a hybrid working pattern. Experience a workplace that values employee well-being with perks like health plans, cycle schemes, and company activities, making it an excellent employer for those seeking rewarding career growth.
StudySmarter Expert Advice🤫
We think this is how you could land Manager, Account Executive
✨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 Manager, Account Executive
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.
