Account Manager

This Account Manager opportunity is built around day to day servicing of your own portfolio of clients. It would suit someone who can bring ownership, clear communication, and practical organisation to the role.

Known job details

• Pay: £28,000 to £32,000
• Contract: Permanent
• The firm is a brand name within their niche market, and they have an excellent track record of developing their staff.
• Additional detail: Bonus opportunities may be available.

Likely focus of the role

• Day to day servicing of your own portfolio of clients.
• Liaison with clients and intermediaries.

Requirements mentioned

• Have gained some experience as a SIPP Administrator and be looking to develop further within the SIPP specialism.
• Relevant sales, account management, business development, CRM, or customer-facing experience may be useful.