Candidate Source – TEAM Looking for Account Management Support Executive at
London
, South East England Full Time
A fast-growing, FinTech company looking for an experienced Account Management Support Executive to join its busy team. They have recently experienced a period of substantial growth and are looking for someone to support the Account Management team in their day-to-day activity. The ideal candidate will demonstrate integrity, be detail oriented whilst also being personable and confident in building working relationships.
Along with a competitive salary, you will also receive an annual discretionary bonus scheme (paid in April each year), 33 days holiday (including bank holidays) and a pension scheme. They also offer flexible working. This is structured as three days in the office and two days working from home.
As an Account Management Support Executive, your responsibilities will include:
You will be assisting the Account Management team in bringing in new IFA/Wealth Management clients and partners on board. This includes:
Fielding telephone calls and responding to incoming queries
Preparing deposit illustrations to show clients available products
Presenting preparation for new partners
Following up leads to ensure maximum conversion throughout the client journey
Onboarding partners on to our systems
Partner due diligence
Preparing and distributing monthly management information to partners
You will use internal systems to analyse trends in sales data and report these back to the Account Management team. This includes:
Weekly sales data
Conversion ratios at different stages of the client journey
Predicted flow and pipeline data
Identifying areas for improvement
They work in an FCA regulated environment, handling millions of pounds of cash every day so they need a bright, high quality Account Management Support Executive with:
Ideally experience of working with or supporting IFA’s and or Wealth Managers
Honesty and integrity
Attention to detail and ability to keep accurate records
Excellent planning, organisational and co-ordination skills
Ability to meet deadlines
Strong team player with excellent people skills including a confident telephone manner
Great work ethic
Capacity to excel in a fast-paced environment
Strong IT skills including capability in Outlook, Word, Excel, and PowerPoint
To apply for this role as Account Management Support Executive, please click apply online and upload an updated copy of your CV.
Candidate Source Ltd is an advertising agency. Once you have submitted your application it will be passed to the third party Recruiter who is responsible for processing your application. This will include holding and sharing your personal data, our legal basis for this is legitimate interest subject to your declared interest in a job. Our privacy policy can be found on our website and we can be contacted to confirm who your application has been forwarded to.
