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Account Manager

Key Job Features

Job Type: Permanent
Reference: TX/893920
Location: South West
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 quoting reference: TX/893920 or call Vicki Parker or Sophie Thorne on 01761 252537 for an initial discussion.

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