|Other:||To £40,000 + Bonus (OTE to £60,000) + Benefits|
Role: Account Manager
Location: South West
Salary and package: To £40,000 + Bonus (OTE to £60,000) + Benefits
Our client is an award-winning financial technology company based in the South West. They provide a comprehensive wealth management service or “full wrap platform” for Financial Advisers and their clients. They have a wide range of product wrappers, an all-encompassing suite of portfolio management tools, and access to an extensive range of investments.
It is seeking a confident, dynamic individual to join its highly successful Account Management team in the South West to manage a portfolio of Adviser Firms. Our client offers training and development, representing a fantastic opportunity for a driven individual with previous wealth advisory, customer service/sales experience to progress their career with a forward-thinking company.
Working as a valued member of a cohesive team, you will manage your own panel of Intermediary Accounts. Diploma is advantageous but not a pre-requisite.
If you are interested in exploring this further, please email your CV to email@example.com quoting reference: TX/893920 or call Vicki Parker or Sophie Thorne on 01761 252537 for an initial discussion.
Executive Search enables many companies to recruit staff without ever having to advertise appointments and inform their competitors of changes or developments within their organisation. Are you looking for an outstanding opportunity to further your skills in the financial services sector? Registering as a candidate with Paul Harper Search gives you the opportunity to be considered for roles you will never see advertised.
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