Key Account Manager

About Us
At Wealthtime, we take pride in our role as a multi-award-winning financial technology company, known for our outstanding 5-star service platform. Our journey is guided by our shared values and behaviours: 'Seek Opportunity', 'Nurture Each Other' and 'Simply Get Going.'

With new ownership since 2021 and significant investments of over £17 million, Wealthtime is on an exciting path of growth. Our team, consisting of approximately 300 dedicated individuals, is at the heart of our journey, and we welcome you to join us as we continue to make our mark in the industry.

About The Role
We're on the lookout for a confident, collaborative Key Account Manager to join our Customer Experience team, supporting Wealthtime's most valued adviser firms and strategic partners.

You'll be part of a small, dedicated team supporting several Key Account firms, working closely with one or two colleagues to provide a seamless, high quality experience. Together, you'll act as the firm's trusted contacts, building strong relationships, coordinating support, and ensuring their needs are met with consistency and care.

Working closely with other teams, you'll bring in the right experts when needed, provide training, and deliver insightful reporting to help firms grow and retain their business.

You'll also play a key role in service meetings, ensuring our partners receive a consistent, award winning experience.

Comments From The Hiring Manager
"This role is all about building great relationships and being the person our adviser firms know they can rely on. We're after someone who's confident, switched on, and enjoys working with others to get things done.

You'll be part of a supportive team but also trusted to take ownership and make decisions. If you like variety, solving problems, and helping your Key Account firms succeed, you'll feel right at home here"

About You
We're looking for someone who is customer obsessed, proactive, and thrives in a fast paced, collaborative environment. You'll have an understanding of platform operations, regulatory frameworks, and adviser processes, and be passionate about delivering great outcomes.

If you're driven, pragmatic, and enjoy building trusted relationships, this is a fantastic opportunity to make a real impact in a growing business.

In return, you'll enjoy a comprehensive benefits package, the chance to work in a forward thinking, values led business, and the support of a management team that's genuinely invested in your growth. We offer opportunities to gain industry recognised qualifications, build deep expertise, and broaden your experience across the platform and financial services landscape.

If you're looking to grow your career while making a meaningful impact, this is the place to do it.

Rewards & Benefits
Competitive Compensation:
We offer a competitive salary that reflects your skills and contributions.

Hybrid Working:
Enjoy the flexibility of a hybrid work model, balancing the comforts of home with the camaraderie of the office.

Yearly Discretionary Bonus:
Look forward to a yearly discretionary bonus as a token of appreciation for your dedication.

Generous Holiday Package:
You'll receive 34 days of holiday per calendar year, including bank holidays. Plus, we offer the option to purchase or sell up to 5 additional days per year, tailoring your time off to suit your needs.

Wellbeing at Heart:
We understand the importance of your well-being, which is why we offer a Wellbeing day, allowing you to take a break when you need it most, whether it's for your birthday, moving house, or simply pampering yourself.

Professional Growth:
We're committed to your professional development and will support and encourage your career advancement.

Comprehensive Health
: You and your family's health is a priority for us. We provide a Private Medical scheme that can be extended to full family coverage, an Income protection scheme, and a Life assurance scheme.

Financial Security
: Prepare for your future with our Group contributory pension scheme.

Travel with Ease:
We offer interest-free season ticket loans to help with travel costs.

Giving Back:
You can participate in our Wealthtime Foundation Day to support charitable activities.

Opportunities for Growth:
We actively promote internal progression, so your journey with us can take you from agent to team leader and beyond.

Recognition Matters
: Our excellent in the moment recognition scheme ensures your hard work is acknowledged and celebrated.

Wealthtime is an equal opportunities employer that places high value on a diverse and inclusive workplace. We recognise that people work in different ways, appreciate alternative viewpoints, celebrate individuality, and cultivate a culture where everyone can be their authentic selves at work. We are deeply committed to fostering a diverse workforce and welcome applications from individuals of all backgrounds, beliefs, cultures, gender identities, ethnicities, sexual orientations, abilities, and long-term health conditions.