Financial Services Account Manager
4 weeks ago
Relationship Manager Required experience: Confidence in speaking to introducers over the telephone and video A motivated, resilient and enthusiastic individual who wants to make a difference as part of a team A proven track record in sales and account management Effective communication and organisational skills Experience in financial services
Relationship Manager Desirable Experience within the Estate Planning is preferred but by no means essential Experience working in an office environment Knowledge and contacts within the IFA or mortgage advisor industry
Financial Services Account Manager Attributes Excellent verbal communication skills, and ability to engage with professional introducers via telephone and video Excellent attention to detail, both verbal and written, to ensure data accuracy Able to manage and liaise with multiple introducers at different stages on different tasks Ability to handle sensitive information with the utmost discretion Ability to work as a team and independently Ability to use Microsoft Word, Excel and other IT systems and quick to pick up new systems
The Financial Services Account Manager starting salary is £30k, rising to £32k at the end of probation, plus £6k bonus OTE, performance and behaviour based. The role is a full time position, 37.5 hours a week but part time would be considered for the right candidate.
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