Account Manager (Holistic)

End Date
Tuesday 02 April 2024
Salary Range
£45,954 - £51,060
We support agile working - click here for more information on agile working options.
Agile Working Options
Hybrid Working, Job Share
Job Description Summary
We have a brilliant opportunity to join our Holistic Advice team as an Account Manager. More info below!
Job Description
Job title:Account Manager (Holistic)
Salary: £45,954 - £51,060
Location: Edinburgh (Flexible)
Hours: Full time
Working Pattern: This is a home working role however, you'll need to be prepared to travel on a monthly basis to Edinburgh for team meetings and travel to visit your panel of accounts within your assigned area. There is a requirement to attend face to face meetings on a monthly basis and as the business need arises.
About the role:
As an Account Manager within Holistic Advice, you’ll look after a panel of client accounts with varying needs in the IFA market. You’ll have to engage with these accounts regularly to discover their individual needs and then offer solutions through Scottish Widows.
About this opportunity:

• Handle client and customer relationships by using client systems and protocols
  
• Personally, meet IFA needs related to standard products and services
  
• Work towards predetermined targets and customer service standards (e.g. productivity targets, turnaround times, etc.)
  
• Work independently to collate and analyse data using pre-determined tools, methods, and formats
  
• Closely monitor progress and reports variances to more senior colleagues while working within established finance systems
  
• Investigates questions related to existing programmes, processes, and procedures
  

Why Lloyds Banking Group?
We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people data and technology are leading to innovative projects, fresh possibilities and countless new ways for our people to work, learn and thrive.
What we need from you:

• Experience of working in a consultative sales role or similar role, within financial services
  
• Enjoy working to targets, in the fast paced and constantly evolving world of the intermediary advice market
  
• Can engage with others easily through excellent written and verbal communication skills
  
• Experience managing client relationships such as IFAs, brokers, suppliers, or customers
  
• Knowledge of the individual pension or protection markets, business development or financial services regulatory landscape
  
• Experience of a UK regulated sales environment
  

About working for us ...
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms. We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, build a menopause health package, and a dedicated Working with Cancer initiative. And it’s why we especially welcome applications from under-represented groups. We're disability confident. So if you’d like reasonable adjustments to be made to our recruitment processes, just let us know.
We also offer awide-ranging benefits package, which includes:

• A generous pension contribution of up to 15%
  
• A discretionary annual performance-related bonus
  
• Share schemes including free shares
  
• Benefits you can adapt to your lifestyle, such as discounted shopping
  
• 28 days’ holiday, with bank holidays on top
  
• A range of wellbeing initiatives and generous parental leave policies
  

Ready to start growing with purpose?! Apply today.
At Lloyds Banking Group, we're driven by a clear purpose; to help Britain prosper. Across the Group, our colleagues are focused on making a difference to customers, businesses and communities. With us you'll have a key role to play in shaping the financial services of the future, whilst the scale and reach of our Group means you'll have many opportunities to learn, grow and develop.
We keep your data safe. So, we'll only ever ask you to provide confidential or sensitive information once you have formally been invited along to an interview or accepted a verbal offer to join us which is when we run our background checks. We'll always explain what we need and why, with any request coming from a trusted Lloyds Banking Group person.
We're focused on creating a values-led culture and are committed to building a workforce which reflects the diversity of the customers and communities we serve. Together we’re building a truly inclusive workplace where all of our colleagues have the opportunity to make a real difference.