Account Manager – Financial Services

Inviting CVs £Attractive + great benefits Accountancy / Financial, Customer Service, Sales / Marketing, IT Bath central Full Time

Account Manager – Financial Services

This innovative, energetic company provide tech that allows great access to financial markets within a wrap platform.

The role:

You will be building on existing client relationships whilst establishing new contacts, handling queries, account queries, system queries.

You will be the primary contact and relationship manager for new clients during the on boarding period, working with product and tech teams to ensure easy transition onto the firm’s system.

You will be happy meeting clients on a regular basis.

You will need to have experience dealing with a range of clients, typically IFA’s

You will have a good knowledge of the financial world, especially SIPP’s, ISA’s Pensions, Bonds

You will be a strong people person – an excellent communicator at all levels. Able to build rapport easily.

Embrace the product and happy to learn everything to do with the tech behind it.

The company offer:

  • Competitive salaries
  • Flexible working arrangements
  • Exposure to the latest technology and have the chance to help shape the future
  • 25 days holiday + day off for your birthday
  • Pension & Life Assurance

It is our policy as a matter of courtesy to respond to all applications within three working days. However, because of the volume of applications we are currently receiving we are unable to respond to individual candidates. If we have not contacted you within three working days your application has been unsuccessful and your details have not been retained. Please apply for any other position that you may see in the future.



Please note: Map location is not accurate and is only provided as a guide to the job location.
Reference: KJA314080
Contact: Katherine

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