Job reference: BBBH11724
Type: Permanent
Consultant: Jack Anderson
Salary: Not Disclsoed
Location: London
Start Date: 13-Mar-2019
Close Date: 10-Apr-2019
Specialism: Advisory & Business Development
Sector: Wealth, Fintech and Pensions

Job Description:

One of Core-Asset's clients is seeking a telephony account manager to join their Distribution Telephony & Operations department. The successful candidate is aiming to grow this Asset-Managers reach in the platform space, The successful candidate is to meet and exceed agreed sales targets by telephone from a defined panel of intermediary clients whilst protecting and retaining their existing revenue stream.


  • Level / Advanced Higher (or equivalent).
  • Diploma in Financial Planning.
  • Memberships with the Institute of Financial Planning and/or Personal Finance Society.


  • Build Relationships.
  • Commerciality.
  • Customer at The Heart.
  • Customer Engagement, Retention and Growth.
  • Delivering Results.
  • Market and Industry Knowledge.
  • Planning and Organising.
  • Proposition Knowledge.
  • Working Across Boundaries.

Core Responsibilities:

  • Achieve all sales targets through contact with intermediary clients (via web, e-mail, and telephone), managing relationships, and delivering the sales of the specific products
  • Maintain an accurate and up-to-date customer database and record of all business development activities on a daily basis to be able to target sales initiatives.
  • Produce and deliver against business plans to support the achievements of targets
  • Establish and develop external relationships with all key influencers and business writers to maximise business opportunities, updating records to maintain a current database on all IFA's.
  • Establish and develop internal relationships with key influencers to ensure the effective use of the additional support available to IFA's.
  • Manage problems and complaints to ensure relationships with customers are maintained, following appropriate regulatory guidelines where required.
  • Identify and implement quality best practice initiatives to ensure consistency across the wider UK Distribution channel, whilst maximising personal efficiency.
  • Maintain up-to-date technical knowledge of platform/product specification, sales processes and regulatory requirements.
  • Identify significant new business and platform opportunities involving appropriate Senior Management to secure.
  • Establishing relationships with IFA's with no face to face contact.
  • Influencing and persuading IFA's to purchase products and services.
  • Maintaining knowledge of sales processes, advice, guidelines and compliance material.
  • Maintaining knowledge of market activity, e.g. competitors, regulation.
  • Adapting to a fast-moving developmental sales environment where priorities, issues and schedules are constantly changing.
  • Understanding FCA regulation and resulting impact.
  • Maintain up to date SL product knowledge and in some instances be seen as a product specialist within wider telephony team.

Job reference: 11724

To apply for this vacancy applicants must be eligible to work in the UK in accordance with the Immigration, Asylum and Nationality Act 2006.

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Core-Asset Consulting offers specialist recruitment services to asset management, accounting & finance, asset servicing, legal and the wider financial services sector in Scotland.

Jack Anderson
Associate Consultant – Financial & Professional Services
Contact Jack
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