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Account Manager (Financial Services)

Account Manager (Financial Services). A Bradley stoke legal firm is looking for a Financial Services Account Manager to join the team.

This role can be hybrid, but will require 3 days in office attendance each week, so you will need to live in a commutable distance.

The Account Manager (Financial Services) role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke.

The Account Manager (Financial Services) expected to build a good grasp of unregulated legal products such as Wills, Trusts, Lasting Powers of Attorneys, and be proficient at explaining products and technology to support introducers and their clients.

Account Manager (Financial Services) Experience

Required

• Financial services related 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 working in an office environment
• Knowledge and contacts within the IFA or mortgage advisor industry

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

Package

• Annual salary of 24-32k, depending on experience
• Pension
• Working hours - 37.5 hours per week
• Complimentary Will and End-of-Life planning
• 30% discount for immediate family Wills and End-of-Life planning

Key areas of responsibility

• Relationship management, create, develop and manage key introducers to promote the company and drive client referrals
• Using telephone and webinar, you will promote the company proposition
• Communicate to our distributors with a clear understanding of the marketplace and industry developments
• Continually improve and update product and market place knowledge
• Maintain the sales database
• Generally support the rest of the sales team
• Extract opportunities from our dormant introducer database

• Lead strategic consulting projects for financial services clients.
• Conduct comprehensive market research and competitive analysis.
• Develop innovative business strategies and operating models.
• Advise on mergers, acquisitions, and divestitures.
• Support clients in navigating regulatory changes and compliance issues.
• Manage project teams and ensure high-quality deliverables.
• Build and maintain strong relationships with C-level clients.
• Present findings and recommendations to senior stakeholders.
• Contribute to business development and proposal writing.

• Master's degree or MBA from a leading institution.
• Minimum 7 years of experience in strategy consulting or financial services.
• Deep understanding of banking, insurance, or asset management.
• Proven track record in leading strategic projects.
• Exceptional analytical and problem-solving skills.
• Strong financial modelling and quantitative abilities.
• Excellent presentation and communication skills.
• Experience with regulatory environments and risk management.

• Lead and manage strategic consulting projects for clients within the financial services industry (banking, insurance, investment management).
• Develop innovative strategies to address client challenges such as digital transformation, regulatory compliance, market entry, and operational efficiency.
• Conduct in-depth market research, competitive analysis, and financial modeling.
• Design and implement strategic frameworks and actionable plans tailored to client needs.
• Build and maintain strong, trusted relationships with senior executives at client organizations.
• Oversee the work of consulting teams, ensuring high-quality deliverables and client satisfaction.
• Identify and develop new business opportunities within the financial services sector.
• Contribute to the firm's intellectual capital by developing thought leadership and best practices.
• Mentor and coach junior consultants, fostering their professional growth.
• Clearly articulate complex ideas and recommendations through compelling presentations and written reports.
• Stay abreast of industry trends, regulatory changes, and emerging technologies impacting financial services.
• Manage project timelines, budgets, and resource allocation effectively.

• MBA or Master's degree in Finance, Economics, Business Administration, or a related field.
• Minimum of 8 years of experience in management consulting, strategy, or a senior corporate strategy role within the financial services industry.
• Proven track record of successfully delivering strategic advisory projects to financial institutions.
• In-depth knowledge of banking, insurance, asset management, fintech, and relevant regulatory environments (e.g., Basel III, Solvency II, PSD2).
• Exceptional analytical, problem-solving, and quantitative skills.
• Outstanding communication, presentation, and interpersonal skills.
• Demonstrated experience in client relationship management and business development.
• Ability to work effectively in a hybrid environment, balancing remote strategic work with on-site client interaction.
• Strong leadership capabilities and experience managing project teams.
• Proficiency in financial modeling and data analysis tools.
• A proactive and results-oriented mindset.

Are you passionate about delivering exceptional client service? Do you thrive in a dynamic environment where you can make a real difference? If so, we have the perfect opportunity for you!

Job Title: Financial Services Administrator

Location: Wellington, Somerset

Contract Details: Permanent, Full Time

Hours: 8:45am - 5:15pm (1 hour for lunch)

Salary: Up to 35,000 PA (dependant on financial services experience level)

About Our Client:

Our client is a highly successful and reputable financial services organisation based in Wellington, Somerset. With their commitment to employee well-being and supporting long-term growth, they offer excellent career progression and development opportunities.

Benefits & Perks:

• Attractive salary of up to 35,000 per annum (dependent on experience)
• Annual company bonus scheme
• Generous annual leave allowance of 25 days, plus Bank Holidays
• Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture
• Conveniently located luxurious office
• Pension scheme for long-term financial security
• Friendly and highly welcoming team
• Impressive local reputation

The Role:

As a Financial Services Administrator, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery.

Your Responsibilities:

Client Support & Servicing

• First point of contact for client queries via phone, email, and in person.
• Schedule meetings and manage Financial Consultants' diaries.
• Handle client admin queries and ensure follow-up actions are completed.

New Business Administration

• Prepare meeting packs and process applications accurately and compliantly.
• Manage documentation, policy details, and investment instructions.

Client Reviews

• Organise review meetings and prepare reports.
• Maintain compliant records and ensure timely follow-up and action implementation.

CRM & Admin Duties

• General admin support and record maintenance in Intelligent Office.
• Process client requests (e.g. surrenders, claims) and provide team cover.
• Escalate risks and contribute to team development and industry knowledge.

Skills & Experience

• Working knowledge of financial products and regulatory standards.
• Strong analytical thinking and attention to detail.
• Excellent organisation, time management, and ability to prioritise under pressure.
• Confident communicator with solid IT skills.

Approach & Mindset

• Committed to high standards and personal accountability.
• Positive, proactive team player with a supportive attitude.
• Calm and thoughtful problem-solver.

How to Apply:

If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). If you prefer to speak on the phone before applying, please call Georgie on (phone number removed).

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