Platform Account Manager

A leading investment management firm is currently seeking a professional Platform Account Manager to join their London office. This is an exciting opportunity to work with a highly renowned organisation in the investment management sector.

This role will suit an individual with previous sales experience either face to face or over the telephone, ideally within a financial services environment.

Predominantly based in the London office, the role of the Platform Account Manager is to establish and grow relationships with financial adviser firms, which in turn will create opportunities to sell the broad firms proposition. Interaction with advisers will be carried out using a combination of the telephone and Microsoft Teams.

Candidates should have experience in the Financial Planning or Investment Management market, albeit not necessarily sales within these markets.

Purpose

To establish opportunities for the firms proposition, working in conjunction with the regional BDM.

Responsibilities

Work with BDM and Regional Head to agree a developmental panel of accounts they will own and be responsible for business development from.

Lead new business development with this panel.

Frontline for all company products, undertaking regular product training to maintain knowledge at a level sufficient to talk in depth about investment solutions, DFM and platform.

Manage retention and upsell to an agreed list of existing key accounts.

Have a regular structured meeting with line manager to review and discuss panel progress, general performance and agreed priorities going forward.

Business Development Skills Required

Commercial awareness in order to build credibility with IFAs, to understand their situation, businesses and motivations, and to input into develop the content and format of effective marketing messages which are targeted to deliver the 7IM proposition appropriately in this competitive environment.

Relationship building skills in order to rapidly establish a high level of trust with individuals, both in terms of personal competence and trustworthiness. Questioning and listening skills which are focused and empathic in order to fully understand the individuals’ true understanding, views and feelings.

In return, the company offers an attractive package including:

• Competitive basic salary ranging from £40,000-45,0000
• Bonus scheme
• Private Health Insurance (PHI)
• Disability Insurance (DIS)
• Income Protection
• Pension plan with a contribution of 6% or 8% from the employer and 2% from the employee
• 25 days of annual leave

If you are a driven and motivated professional with a passion for investment management and a desire to make a significant impact, we encourage you to apply.