At a Glance
- Tasks: Build strong client relationships and ensure their needs are met through collaboration.
- Company: Join threesixty services, a leading provider in financial compliance and support.
- Benefits: Full-time role with opportunities for professional growth and development.
- Other info: Work in a dynamic team environment with a focus on operational excellence.
- Why this job: Make a real impact in the financial services sector while enhancing client experiences.
- Qualifications: Experience in account management and a Level 4 Diploma in Financial Planning required.
The predicted salary is between 36000 - 60000 € per year.
Apply for the Account Manager Financial Services role at threesixty services. Are you an account manager with experience in the adviser, investment management and platform marketplace? Do you have a Level 4 Diploma in Financial Planning? 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
- 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.
- A proactive and driven individual who brings energy, professionalism, and initiative to every client interaction.
Work Location
Our office is in Wythenshawe and the team works from there 3 days per week.
Right to Work
Applicants must already hold a legal right to work in the UK without time restrictions. We are currently unable to provide Skilled Worker visa sponsorship.
Seniority level: Associate
Employment type: Full‑time
Job function: Sales and Customer Service
Account Manager in Manchester employer: threesixty services
Threesixty Services is an exceptional employer, offering a dynamic work environment in Wythenshawe where collaboration and client advocacy are at the forefront of our culture. We prioritise employee growth through comprehensive training and support, ensuring that our Account Managers not only excel in their roles but also contribute to meaningful client relationships. With a strong commitment to operational excellence and a focus on innovation, we provide our team with the tools and resources needed to thrive in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Account Manager in Manchester
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for an Account Manager role. Personal recommendations can make a huge difference, so don’t be shy about asking for introductions.
✨Tip Number 2
Prepare for those interviews by researching threesixty services inside out. Understand their services, values, and recent news. This will help you tailor your answers and show that you’re genuinely interested in being part of their team.
✨Tip Number 3
Practice your pitch! You’ll want to clearly articulate how your experience aligns with the needs of the role. Focus on your understanding of the adviser and investment management marketplace, and how you can add value to threesixty’s clients.
✨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, it shows you’re serious about joining the threesixty team.
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 the adviser, investment management, and platform marketplace, and don’t forget to mention your Level 4 Diploma in Financial Planning if you have it!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for threesixty services. Show us your passion for client relationships and how you can contribute to our mission of supporting financial advice firms.
Showcase Your Skills:In your application, be sure to showcase your technical skills, especially your proficiency in Microsoft Office and understanding of the FCA regulatory framework. We want to see how you can bring value to our team!
Apply Through Our Website:We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and get you on the path to joining our fantastic team at threesixty!
How to prepare for a job interview at threesixty services
✨Know Your Stuff
Make sure you brush up on your knowledge of the adviser, investment management, and platform marketplace. Familiarise yourself with the FCA regulatory framework as well. 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 long-term relationships is key. Prepare examples from your past experiences where you've successfully nurtured client relationships or resolved issues. This will demonstrate your ability to connect with clients and internal teams effectively.
✨Be Proactive and Problem-Solving
During the interview, highlight your proactive approach and problem-solving skills. Think of specific instances where you identified operational improvements or enhanced client experiences. This will showcase your drive and ownership, which are crucial for this role.
✨Practice Your Communication
Since exceptional verbal and written communication is essential, practice articulating your thoughts clearly. You might even want to prepare a brief demonstration of how you would present the Client Portal to a client. This will help you stand out as someone who can engage effectively with stakeholders.
