Account Manager

Account Manager focuses on maintaining long-term relationships with key clients, identifying and recommending services to meet their evolving needs while supporting the implementation of agreed solutions.

What the role involves

• Maintaining long-term relationships with key clients, identifying and recommending services to meet their evolving needs while supporting the implementation of agreed solutions.
• Overseeing the delivery of high-quality services, providing support in resolving operational issues and acting as an escalation point where needed.
• Driving continuous operational improvements to support service excellence, while building and maintaining strategic relationships with third-party providers to meet client needs.
• Serve as a Subject Matter Expert for the threesixty Client Portal and modular compliance management system (Trust), working collaboratively with IT and Marketing to develop content.
• Update the Third-Party Toolbox within the Client Portal, and conduct data analysis to assess client engagement, competitor activity, and product usage, identifying opportunities fo.
• Delivering demonstrations of the Client Portal to support Account Management and Sales teams.

Skills and requirements

• Level 4 Diploma in Financial Planning (minimum qualification required).
• Strong understanding of the adviser, investment management, and platform marketplace.
• Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Good understanding of the FCA regulatory framework (SYSC, COBS, T&C, Conflicts of Interest, Complaints).

Confirmed role details

• This is a hybrid role where you will normally work from our Wythenshawe office 3 times each week with the remaining two days from home.

Candidate fit

• Relationship management, commercial awareness, communication, and organised follow-through.

Additional role context

• Fintel plc and all the businesses within it adopt a zero-tolerance approach to discrimination on any of the protected grounds in the Equality Act 2010.