At a Glance
- Tasks: Build long-term client relationships and enhance their experience with our services.
- Company: Join a friendly, well-established team at a leading compliance provider.
- Benefits: Hybrid work 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 36000 - 60000 € 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 in Manchester employer: threesixty Services Limited
At threesixty, we pride ourselves on being an excellent employer, offering a supportive and collaborative work culture that fosters professional growth and development. Our Manchester office provides a hybrid working environment, allowing account managers to thrive while building long-term relationships with clients in the financial planning sector. With comprehensive training, a commitment to employee well-being, and opportunities for career advancement, we ensure our team members feel valued and empowered to succeed.
Contact Detail:
threesixty Services Limited Recruiting Team
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 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. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Show off your skills! When you get the chance to chat with hiring managers or during interviews, make sure to highlight your account management experience and how it aligns with their needs. Use specific examples to demonstrate how you've built long-term relationships and improved client experiences.
✨Tip Number 3
Be proactive! Don’t just wait for job postings to pop up. Reach out directly to companies you’re interested in, like threesixty, and express your enthusiasm for their work. A friendly email or message can go a long way in making a memorable impression.
✨Tip Number 4
Keep learning! If you’re not already working towards that Level 4 Diploma in Financial Planning, consider starting now. It shows commitment and can set you apart from other candidates. Plus, we at StudySmarter are here to support you every step of the way!
We think you need these skills to ace Account Manager in Manchester
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 your skills in building long-term client relationships.
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 proactive approach and ability to engage with clients effectively.
Showcase Your Skills:We want to see your skills in action! Be sure to include examples of how you've used your technical knowledge, like your understanding of the FCA regulatory framework, to improve client outcomes or drive operational improvements.
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 this exciting opportunity. We can’t wait to hear from you!
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 and Engaging
Demonstrate your proactive approach by discussing how you've identified client needs and implemented solutions in previous roles. Engage with your interviewers by asking insightful questions about their clients and how they measure success in client relationships.
✨Highlight Your Analytical Skills
Since data analysis is part of the role, be ready to talk about how you've used data to drive decisions or improve client outcomes. Bring examples of reports or analyses you've conducted, and explain how they benefited your previous employers or clients.
