Account Management Support

2 weeks ago


London, United Kingdom Insignis Cash Full time

Insignis Cash Solutions is a leading cash management fintech company that specialises in helping clients optimise their cash holdings and maximise returns on their cash investments. We offer an innovative technology solutions and comprehensive cash management services to a wide range of clients.

**Requirements**:
**Responsibilities and Duties**

**Sales Organisation**: You will assist the Account Management team in bringing new clients and partners on board. This includes:

- Fielding telephone calls and responding to incoming queries.
- Prepare deposit illustrations to show clients available products.
- Presentation preparation for new partners

**Partner Management**:

- Follow-up leads to ensure maximum conversion throughout the client journey.
- Onboarding partners on to our systems
- Partner due diligence
- Preparing and distributing monthly management information to partners

**Reporting & Analysing Information**: You will use our internal systems to analyse trends in our sales data and report these back to the Account Management team. This includes:

- Weekly sales data
- Conversion ratios at different stages of the client journey
- Predicted flow and pipeline data.
- Identifying areas for improvement

**Qualifications and Skills**

We work in an FCA regulated environment, handling millions of pounds of client cash every day so we need bright, high-quality individuals with:

- Honesty and integrity
- Attention to detail and ability to keep accurate records.
- Excellent planning, organisational and co-ordination skills
- Ability to meet deadlines.
- Strong team player with excellent people skills including a confident telephone manner.
- Great work ethic
- Capacity to excel in a fast-paced environment.
- Strong IT skills including capability in Outlook, Word, Excel, and PowerPoint

**Benefits**
- 25 days holiday (plus Bank holidays)
- Flexible working opportunities
- Monthly happy hours and team lunches
- Lunch and learn training sessions
- Further learning and development opportunities
- Opportunity to work across office locations: London and Cambridge

**Location**

London office based 3 days a week


  • Management Accountant

    4 weeks ago


    London, United Kingdom Arlington Resource Management Full time

    **Hybrid - Management Accountant - new role in expanding P/E backed Software business** Our client, an acquisitive international SaaS based in Central London, is growing rapidly and has created a new role for a Management Accountant covering its London operation and its two international offices. Working closely with the CFO, FC and key business...

  • Senior Manager

    4 weeks ago


    London, United Kingdom Total Management Group Full time

    About Us Total Management Group is one of Europe’s fastest-growing companies and widely recognised as a world-leading provider of event and travel solutions. We are currently seeking an outstanding candidate to join our fast-growing travel division, Total Management Travel. With a wealth of experience behind us, synergistic supporting services and our...

  • Accounts Payable

    1 month ago


    London, Greater London, United Kingdom Arlington Resource Management Full time

    Hybrid / WFH - This significant successful £20m business in London in the Travel / Tour Operator sector has an excellent opportunity in its Finance/Accounts team. Reporting to and supporting the Financial Controller, the role will take responsibility for Accounts Payable / Purchase Ledger, as well as assisting with the preparation of management accounts,...

  • Accounts Assistant

    5 days ago


    London, United Kingdom Arlington Resource Management Full time

    Excellent Accounts Assistant role Support the Accountant and Finance Director £150m Property Investment company - commercial and retail properties across the UK. This Accounts Assistant role will include: - Purchase ledger invoices and supplier queries - Assist with authorisation of invoices - Bank reconciliations - Intercompany reconciliations - Assist...


  • London, United Kingdom Balyasny Asset Management L.P. Full time

    OVERVIEW In the role of Manager, Commodities Fund Accounting, in the Houston office the employee will be responsible for the following: • Responsible for global month-end close process for energy commodity transactions, both physical and financial • Responsible for the commodities settlement’s process  • Support the implementation of the ETRM...


  • London, United Kingdom Arlington Resource Management Full time

    **4 day week!** Our client is an impressive £6m Charity making an impact around the world. **Full time salary for a 4 day week! (2 days at home, 2 days in the office)** **Hybrid working too! Charity based in the City of London.** **Senior Accounts Assistant** required to assist the Head of Finance with the smooth running of the finance function...

  • Accounts Payable

    4 weeks ago


    London, United Kingdom Arlington Resource Management Ltd Full time

    Hybrid / WFH - This significant successful £20m business in London in the Travel / Tour Operator sector has an excellent opportunity in its Finance/Accounts team. Reporting to and supporting the Financial Controller, the role will take responsibility for Accounts Payable / Purchase Ledger, as well as assisting with the preparation of management accounts,...


  • London, United Kingdom Signature Career Management Full time

    Are you looking to continue your exciting career within FMCG? This FMCG powerhouse will give you that opportunity and we’re looking for someone who is super ambitious, eager and driven to really push their career to the next level. This FMCG giant has a portfolio of global brands that are a trusted part of everyday life. A blue-chip organisation that...


  • London, United Kingdom Signature Career Management Full time

    Job Description Are you looking to continue your exciting career within FMCG? This FMCG powerhouse will give you that opportunity and we’re looking for someone who is super ambitious, eager and driven to really push their career to the next level. This FMCG giant has a portfolio of global brands that are a trusted part of everyday life. A blue-chip...


  • London, United Kingdom Signature Career Management Full time

    Are you looking to continue your exciting career within FMCG? This FMCG powerhouse will give you that opportunity and we’re looking for someone who is super ambitious, eager and driven to really push their career to the next level. This FMCG giant has a portfolio of global brands that are a trusted part of everyday life. A blue-chip organisation that...


  • London, United Kingdom Green Recruitment Company Full time

    Cleantech Account Manager Location: London, England, United Kingdom (Hybrid) The Green Recruitment Company are delighted to be supporting, our client, an International Cleantech innovator, seeking a new, strategically focused Cleantech Account Manager to join the business. The focus of this position will be to be the commercial lead between the...


  • London, United Kingdom Arlington Resource Management Full time

    Practice Accountant Excellent Chartered Accountancy Practice North London near Finchley £45 - 55,000 + benefits + pension Flexible hybrid working Work-life balance Media, Tech, E-Comm clients Training and CPD and career plan Requires ACA, ACCA or AAT qualified or part-qualified, or qualified by experience. At least 3 years' experience in a UK accountancy...

  • Accounts Assistant

    4 weeks ago


    London, United Kingdom Financial Data Management Limited Full time

    **Accounts Assistant**: - Job Reference: 1176184299-2 - Date Posted: 29 November 2023 - Recruiter: Financial Data Management Limited - Location: London - Salary: £25,000 to £28,000 - Sector: Business development, Print, Production, Sales, Technology - Job Type: Permanent FDM is one of the UK's leading data services, print and mail companies, providing...


  • London, United Kingdom Walsingham Support Full time

    Supported Living ManagerWork with Walsingham and make a real difference to people's lives Walsingham Support has been operating across England and Wales since 1986. We enhance the lives of people with learning disabilities, autism and other complex needs. We're different because we pride ourselves in putting the people we support at the centre of everything...


  • London, United Kingdom Walsingham Support Full time

    Supported Living Manager Work with Walsingham and make a real difference to people's lives Walsingham Support has been operating across England and Wales since 1986. We enhance the lives of people with learning disabilities, autism and other complex needs. We're different because we pride ourselves in putting the people we support at the centre...

  • Fund Accountant

    4 weeks ago


    London, United Kingdom Hayfin Capital Management Full time

    This individual would be based in London and will report to the Head of Fund Accounting. The role will include responsibility for the following: Review and approval of monthly/quarterly NAVs and investor reporting requirements for Private Credit funds completed by the third-party Fund Administrators and oversight of their service functions. Reviewing and...

  • Client Accountant

    4 weeks ago


    London, United Kingdom Principia Estate and Asset Management Full time

    **Job Title**: Client Accountant - Entry Level **Location**: Chelsea **Salary**:£28,000.00 Per Annum, Entry Level (+ Study Support) **Job Type**:Permanent, full time **The Company**: Our staff are the key to our success. And that is why we seek talented and ambitious property professionals to join our growing team. In return we provide our staff with a...


  • London, United Kingdom Legal & General Investment Management Full time

    Reference - VN-26406Role Type - PermanentLocation - London, Cardiff, HoveSalary - CompetitiveClosing Date - 22 August 2023Your role at a glance - To work within Fund Accounting Team responsible for controlling and maintaining the accounting records of various Investment Funds covering the Equity, Fixed Income and Derivatives markets.The primary function of...


  • London, United Kingdom Meridian Business Support Full time

    My client, an established company based in South Devon is currently seeking an experienced Accountant for their busy offices.This position is office based and no hybrid or home working is offered with this role, as you will be working closely with a team.Job Description:- Preparation of all financial reports, including departmental income statements, balance...


  • London, United Kingdom Association for Project Management Full time

    Position: Account/Project Manager - German Speaking Hours: 9am - 5pm (Hybrid) Would you like to work as an Account/Project Manager for an incredible Packaging Design company, this is your opportunity. My client has 30+ years of experience designing brands that win at the retail shelf. Their clients trust them time and again, over decades, to lead them...