At a Glance
- Tasks: Build long-term client relationships and enhance their experience with our services.
- Company: Join a friendly, well-established team at threesixty in Manchester.
- Benefits: Hybrid working model, professional development support, and a collaborative environment.
- Other info: Dynamic role with opportunities for personal and professional growth.
- Why this job: Make a real impact in the financial planning sector while growing your career.
- Qualifications: Experience in account management and a desire to learn about financial planning.
The predicted salary is between 35000 - 45000 € per year.
If you have account management experience gained within the financial planning and wealth sector and are seeking a hybrid position within a well-established and friendly team then we might just have the opportunity for you! Based in our Manchester office three days a week, our account managers are responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships.
Threesixty is a leading UK-based provider of compliance, regulatory, and business-support services for financial advice firms and we are looking for an account manager to join the team. We offer practical guidance, training, research, and helpdesk support to help advisers manage regulatory responsibilities, strengthen governance, and operate more efficiently.
Role overview
An Account Manager is 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. You may assist with making sales calls, handling client feedback or complaints, analysing data, and continuously improving the overall client experience.
What you'll do
- Develop and maintain long-term relationships with all key clients.
- Identify and recommend services to meet clients’ evolving needs and support the implementation of agreed solutions.
- Engage proactively with clients through regular contact and reviews, gathering feedback to enhance the company proposition and client outcomes.
- Manage delivery of outstanding services and act as an escalation point for operational issues.
- Identify and drive operational improvements towards service and operational excellence.
- Build and maintain strategic third-party relationships with providers to support client needs.
- Act as a Subject Matter Expert for the threesixty Client Portal and modular compliance management system (trust), working closely with IT and Marketing to produce content and support functionality.
- Maintain and update the Third-Party Toolbox in the Client Portal.
- Conduct data analysis to assess client engagement, competitor activity, and product usage to identify growth opportunities.
- Deliver demonstrations of the Client portal to support Account Management and Sales Teams.
What you'll need to succeed
Skills - Technical
- Ideally you'll have a Level 4 Diploma in Financial Planning or the desire to study towards one with our support.
- 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) is advantageous.
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.
Account Manager employer: threesixty Services Limited
At threesixty, we pride ourselves on being an excellent employer, offering a supportive and collaborative work environment in our Manchester office. Our team members benefit from ongoing professional development opportunities, a strong focus on employee well-being, and the chance to make a meaningful impact in the financial planning sector. Join us to be part of a friendly team that values your contributions and fosters long-term career growth.
Contact Detail:
threesixty Services Limited Recruiting Team
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 financial planning and wealth sector. Attend industry events, join relevant online forums, and don’t be shy about reaching out to potential contacts on LinkedIn. Remember, it’s all about building those long-term relationships!
✨Tip Number 2
Show off your expertise! When you get the chance to chat with potential employers or clients, make sure to highlight your knowledge of the FCA regulatory framework and your experience in account management. This will set you apart and show that you’re the right fit for the role.
✨Tip Number 3
Be proactive in your follow-ups! After any meeting or networking event, drop a quick email to thank them for their time and express your interest in working together. It keeps you fresh in their minds and shows your enthusiasm for the role.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of resources to help you prepare for interviews and showcase your skills. Plus, applying directly can sometimes give you an edge over other candidates. Let’s land that job together!
We think you need these skills to ace Account Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Account Manager role. Highlight your experience in account management within the financial planning and wealth sector, and don’t forget to showcase any relevant skills that match the job description.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our team at threesixty. Mention specific experiences that demonstrate your ability to build long-term client relationships and how you can contribute to our mission.
Showcase Your Skills:We want to see your skills in action! Be sure to include examples of how you've used your technical skills, like your understanding of the FCA regulatory framework or your proficiency in Microsoft Office, to achieve results in previous roles.
Apply Through Our Website:Don’t forget to apply 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 you’re keen on joining our friendly team!
How to prepare for a job interview at threesixty Services Limited
✨Know Your Stuff
Make sure you brush up on your knowledge of the financial planning and wealth sector. Understand the key players, current trends, and regulatory frameworks like FCA guidelines. This will not only help you answer questions confidently but also show that you're genuinely interested in the role.
✨Showcase Your Relationship Skills
As an Account Manager, building relationships is crucial. Prepare examples from your past experiences where you've successfully developed long-term client relationships or resolved conflicts. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Be Proactive in Your Approach
Demonstrate your proactive nature by discussing how you've identified client needs before they even voiced them. Share instances where you took the initiative to improve client experiences or operational processes, as this aligns perfectly with what they're looking for.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s services, client engagement strategies, or the tools you'll be using, like the Client Portal. This shows that you're not just interested in the job, but also in how you can contribute to their success.
