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Account Manager

Pivotal Recruit



£36000/annum Up to £36,000 per annum


Posted: 14/10/2021

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You've got a strong foundation in Financial Services, the Investment and Investment Platform market and you want to an opportunity to be successful and clearly see where your career is heading.

As a Telephone Account Manager, you will be able to utilise all of your experience of selling B2B within Financial Services.  With the understanding of the Investment and Wrap platform market and competitors you already have, this is possibly the opportunity you have been looking for?

As an integral part of the Sales Team, you will have clear direction on where to secure business from both existing and new clients working closely with the Head of Sales and other members of the team but also a clear direction and pathway on where your career can take you within this organisation. 

Who will you be working for? 

An established Intelligent Wealth Management Organisation created and run by credible and experienced Senior Management team from within the Financial Services and Investment Sector and in particular Investment Platforms.  This company is in an exciting period of change and growth to reinforce their position in the Intelligent Wealth Sector and there couldn't be a better time to be joining. 

What will you be doing? 

Pursuing and securing new opportunities through telephone and other remote technology 
Building and developing existing relationships with key contacts and clients via the telephone, email and occasional on a face to face basis
Building and developing internal relationships and support and be a proactive member of the wider sales team. 
Overseeing the sales and onbarding process
Creating and developing effective and successul Account Business Plans and stragegies How will you be a success? 

You will have all the Influencing and persuasion and communication skills that makes a great sales person
You will have solid experience of selling via the telephone within Financial Services, delivering against targets in a business to business (B2B) platform market
You will know how to deliver the highest levels of customer service 
If you have any financial services qualificatins, that would be even better
Be really computer literate with a good understanding of MS Packages and CRM's What do you get in return? 

A salary of up to £36,000
Contributroy Pension Scheme (6% ER)
25 days holiday plus bank holidays 
Holiday buy & sell scheme (up to 5 days)
Flexible/Hybrid working options
Informal Dress Code
A whole range of employee benefits and schemes including a Tech Scheme, Private Medial Insurance, Income Protection, Death in Service (4 x basic salary) and Employee Assistance Programme
Support and Encouragement around Personal Development including vocational training 
Take that next step in your career, apply now and this could be your new role! 

Pivotal Recruit is acting as an employment agency for permanent recruitment

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