At a Glance
- Tasks: Build strong relationships with clients and ensure their needs are met through collaboration.
- Company: Dynamic company focused on client success and innovative solutions.
- Benefits: Hybrid work model, competitive salary, and opportunities for professional growth.
- Other info: Exciting opportunity for career advancement in a supportive environment.
- Why this job: Join a proactive team and make a real impact on client satisfaction and service excellence.
- Qualifications: Level 4 Diploma in Financial Planning and experience in customer-facing roles.
The predicted salary is between 30000 - 40000 € per year.
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 in Manchester employer: SimplyBiz PLC
As an Account Manager at our Manchester office, you will thrive in a dynamic and supportive work culture that prioritises employee growth and development. We offer a hybrid working model that promotes work-life balance, alongside opportunities for continuous professional development and a commitment to service excellence. Join us to build meaningful relationships with clients while being part of a collaborative team that values your contributions and encourages innovation.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager in Manchester
✨Tip Number 1
Network like a pro! Get out there and connect with people in the industry. Attend events, join online forums, or even reach out to folks on LinkedIn. Building relationships can open doors that a CV just can't.
✨Tip Number 2
Show your personality! When you get the chance for an interview or a casual chat, let your energy and enthusiasm shine through. Remember, they’re not just hiring a skill set; they want someone who fits their team vibe.
✨Tip Number 3
Do your homework! Research the company and its clients before any meeting. This shows you’re genuinely interested and helps you tailor your conversation to highlight how you can meet their needs.
✨Tip Number 4
Follow up! After any interaction, drop a quick thank-you email. It keeps you fresh in their minds and shows your professionalism. Plus, it’s a great opportunity to reiterate your interest in the role!
We think you need these skills to ace Account Manager in Manchester
Some tips for your application 🫡
Show Your Proactive Side:When writing your application, make sure to highlight your proactive approach. We love candidates who take the initiative, so share examples of how you've gone above and beyond in previous roles.
Tailor Your Application:Don’t just send a generic application! Take the time to tailor your CV and cover letter to match the job description. We want to see how your skills and experiences align with what we’re looking for in an Account Manager.
Be Clear and Concise:Keep your writing clear and to the point. We appreciate well-structured applications that are easy to read. Use bullet points where necessary to make your achievements stand out!
Apply Through Our Website:Make sure to apply through our website for the best chance of getting noticed. It’s the easiest way for us to keep track of your application and ensures you’re considered for the role!
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. Be ready to discuss how you’ve used these tools in past roles to analyse data or present information effectively.
✨Communicate Clearly
Practice articulating your thoughts clearly and concisely. Since the role requires exceptional verbal and written communication skills, consider doing mock interviews to refine your delivery and ensure you engage effectively with the interviewers.
