At a Glance
- Tasks: Build strong client relationships and ensure their needs are met through collaboration.
- Company: Dynamic company focused on member services with a supportive culture.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Join a proactive team and enjoy a mix of office and remote work.
- Why this job: Be the voice of clients and drive impactful solutions in a vibrant environment.
- Qualifications: Level 4 Diploma in Financial Planning and customer-facing experience required.
The predicted salary is between 30000 - 40000 £ per year.
Department: Member Services
Employment Type: Permanent - Full Time
Location: Manchester
Reporting To: Director of Account Management
Description
Are you a proactive and driven individual who can bring energy, professionalism and initiative to every client interaction?
Role Overview:
As Account Manager you'll be responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships. You will act as the client advocate, ensuring their needs are fully understood and met through close collaboration with internal teams.
What you'll do:
- Develop and maintain long-term relationships with key clients, identifying and recommending services to meet their evolving needs while supporting the implementation of agreed solutions.
- Proactively engage with clients through regular contact and reviews, gathering feedback to enhance the company proposition and improve client outcomes.
- Oversee the delivery of high-quality services, providing support in resolving operational issues and acting as an escalation point where needed.
- Identify and drive continuous operational improvements to support service excellence, while building and maintaining strategic relationships with third-party providers to meet client needs.
- Serve as a Subject Matter Expert for the threesixty Client Portal and modular compliance management system (Trust), working collaboratively with IT and Marketing to develop content and enhance functionality.
- Maintain and update the Third-Party Toolbox within the Client Portal, and conduct data analysis to assess client engagement, competitor activity, and product usage, identifying opportunities for growth.
- Deliver demonstrations of the Client Portal to support Account Management and Sales teams.
What you'll need to succeed:
Essential requirements:
- Level 4 Diploma in Financial Planning (minimum qualification required).
- Strong understanding of the adviser, investment management, and platform marketplace.
- Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
- Good understanding of the FCA regulatory framework (SYSC, COBS, T&C, Conflicts of Interest, Complaints).
- Experience in a similar role or in a customer-facing role plus the above qualifications and knowledge.
Your approach to work:
- Proactive, driven, and energetic, with a positive approach to achieving results.
- Strong sense of ownership and accountability, with the confidence to make informed decisions.
- Excellent listening and consultative skills.
- Critical thinking and problem solving ability.
- Exceptional verbal and written communication, with the ability to engage clients and internal stakeholders effectively.
- High attention to detail and commitment to quality.
Important to know:
Location: This is a hybrid role where you will normally work from our Wythenshawe office 3 times each week with the remaining two days from home.
Right to Work: Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
Account Manager employer: SimplyBiz PLC
As an Account Manager at our Manchester office, you'll thrive in a dynamic and supportive work culture that prioritises employee growth and development. We offer a hybrid working model, allowing you to balance your professional and personal life while engaging with a diverse range of clients and stakeholders. Join us to be part of a team that values initiative, collaboration, and continuous improvement, ensuring that your contributions lead to meaningful outcomes for both clients and the company.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those relationships!
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their needs and think about how you can add value as an Account Manager. Tailor your responses to show you’re the perfect fit for their team!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Use this opportunity to reiterate your enthusiasm for the role and remind them why you’re the best choice.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who are proactive about their job search!
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experiences that match the Account Manager role. Highlight your client relationship management experience and any relevant qualifications, like your Level 4 Diploma in Financial Planning.
Craft a Compelling Cover Letter:Use your cover letter to showcase your proactive and driven nature. Share specific examples of how you've successfully managed client relationships and resolved issues in previous roles to demonstrate your fit for the position.
Showcase Your Communication Skills:Since this role requires exceptional verbal and written communication, ensure your application is clear, concise, and free of errors. This is your chance to impress us with your attention to detail!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows your initiative right from the start!
How to prepare for a job interview at SimplyBiz PLC
✨Know Your Clients
Before the interview, research the company’s key clients and their industries. Understanding their needs and challenges will help you demonstrate how you can build and maintain those long-term relationships they’re looking for.
✨Showcase Your Proactivity
Prepare examples of how you've taken initiative in previous roles. Whether it’s resolving client issues or suggesting improvements, showing that you’re proactive will resonate well with the interviewers.
✨Master the Technical Skills
Brush up on your Microsoft Office skills, especially Excel and PowerPoint, as well as your understanding of the FCA regulatory framework. Being able to discuss these confidently will show that you’re ready to hit the ground running.
✨Engage with Confidence
Practice your verbal and written communication skills. Be prepared to engage in a consultative manner during the interview, showcasing your ability to listen and respond effectively to both clients and internal stakeholders.
