Account Manager
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Job Description
Account Manager focused on building and maintaining relationships with Independent Financial Advisers and Paraplanners. Role involves proactive engagement and collaboration within a supportive team environment.
Responsibilities:
- Maintain trusted IFA relationships through proactive engagement, clear communication, and consistent service delivery, acting as the primary point of contact for fund-related queries and support
- Conduct regular outbound calls and Teams meetings with IFAs and Paraplanners to promote the fund range, share updates, and build long-term relationships
- Deliver virtual fund presentations, webinars, and product updates to IFAs and other Financial Services firms
- Proactively identify and develop new business opportunities within existing and prospective IFAs and Financial Services firms
- Provide IFAs and Paraplanners with fund performance data, market commentary, and technical/product support
- Work closely with the Investment Specialist Team to ensure coordinated approach to supporting accounts
- Work closely with the Marketing team to plan digital campaigns, webinars, and email communications targeted at the IFA channel
- Collaborate closely with the Account Director to ensure a joined-up coverage approach for shared accounts
- Remain up-to-date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
- Maintain knowledge of current regulatory practice
Requirements:
- At least five years’ experience in a similar capacity within an Asset Management business, Wealth Management business or financial institution
- Proven account management track record, ideally within IFA distribution
- Excellent telephone manner, communication, and virtual presentation skills
- Highly organised and self-motivated, with a proven ability to manage competing priorities and deliver results with minimal supervision whilst working remotely
- Outstanding attention to detail
- A team player
- Resilient and accountable, with a willingness to take ownership of issues and demonstrate persistence in achieving outcomes
- Commercial awareness, business initiative and emotional intelligence
- Strong communication skills, verbal and written
- Strong understanding of the UK retail investment market and IFA buying process
- Proficient MS Word and Excel skills.
Benefits:
- We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
- We invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.
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