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Permanent

Financial Services Account Manager

Bristol
money-bag 24000.00-24000.00 Annual
2929874019
Posted Yesterday

Financial Services Account ManagerFinancial Services Account Manager. 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 Financial Services Account Manager role will be principally telephone-based, with virtual and webinar presentation where appropriate, and principally delivered from the office in Bradley Stoke. The Financial Services Account Manager 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.Financial Services Account Manager ExperienceRequiredFinancial services related experienceConfidence in speaking to introducers over the telephone and videoA motivated, resilient and enthusiastic individual who wants to make a difference as part of a teamA proven track record in sales and account managementEffective communication and organisational skillsExperience working in an office environmentKnowledge and contacts within the IFA or mortgage advisor industry AttributesExcellent verbal communication skills, and ability to engage with professional introducers via telephone and videoExcellent attention to detail, both verbal and written, to ensure data accuracy Able to manage and liaise with multiple introducers at different stages on different ..... full job details .....

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