Account Manager

Department: Member Services

Location: Manchester

Are you a proactive and driven individual who can bring energy, professionalism and initiative to every client interaction?

Role Overview:
As Account Manager you'll be responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships.

You will act as the client advocate, ensuring their needs are fully understood and met through close collaboration with internal teams.

What you'll do

• Develop and maintain long-term relationships with key clients, identifying and recommending services to meet their evolving needs while supporting the implementation of agreed solutions.
• Proactively engage with clients through regular contact and reviews, gathering feedback to enhance the company proposition and improve client outcomes.
• Oversee the delivery of high-quality services, providing support in resolving operational issues and acting as an escalation point where needed.
• Identify and drive 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 and enhance functionality.
• Maintain and update the Third-Party Toolbox within the Client Portal, and conduct data analysis to assess client engagement, competitor activity, and product usage, identifying opportunities for growth.
• Deliver demonstrations of the Client Portal to support Account Management and Sales teams.

Essential 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)
• Experience in a similar role or in a customer-facing role plus the above qualifications and knowledge

• Proactive, driven, and energetic, with a positive approach to achieving results.
• Strong sense of ownership and accountability, with the confidence to make informed decisions.
• Excellent listening and consultative skills.
• Critical thinking and problem solving ability.
• Exceptional verbal and written communication, with the ability to engage clients and internal stakeholders effectively.
• High attention to detail and commitment to quality.

Location:

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.

Right to Work:
Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.

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.

We are committed to providing equal opportunities to all current and prospective employees regardless of age, disability, sex, sexual orientation, pregnancy and maternity, race or ethnicity, religion or belief, gender identity, or marriage and civil partnership.

We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes. We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all staff. From application to interview, we place inclusion at the heart of all we do.