Account Management Services

Summary

Insignis Cash Solutions is a fast-growing, FinTech company looking for an experienced individual to join our busy team. We have recently experienced a period of substantial growth and are looking for someone to join the Account Management team, with responsibility for a portfolio of our Adviser partners. Our ideal candidate will demonstrate integrity, be detail oriented whilst also being personable and confident in building working relationships

Requirements

Sales Organisation: You, and the whole Account Management team will cover our Financial Advice partners and their clients.

• Fielding telephone calls and responding to incoming queries
• Prepare deposit illustrations to show clients available products
• Presentation preparation for new partners

Partner Management:

• Follow-up leads to ensure maximum conversion throughout the client journey
• Onboarding and training partners on our systems
• Partner due diligence
• Preparing and distributing monthly management information to partners

Reporting & Analysing Information: You will use our internal systems to analyse trends in our sales data and report these back to partner firms. This includes:

• Weekly sales data
• Conversion ratios at different stages of the client journey
• Timely management of new cases being onboarded
• Identifying areas for improvement

Qualifications and Skills

We work in an FCA regulated environment, handling millions of pounds of client cash every day so we need bright, high-quality individuals with:

• 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

Insignis Company Culture
Our culture is founded on six core values:

• Integrity
• Collaboration
• Client Focused
• Accuracy
• Partnership
• Tech-Led

Benefits

Company Benefits

• 25 days holiday (plus Bank holidays)
• Flexible working opportunities
• Monthly happy hours and team lunches
• Lunch and learn training sessions
• Further learning and development opportunities
• Opportunity to work across office locations: London and Cambridge

Location

London office based 3 days a week