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Fintel

Account Manager

Fintel

Account Manager in a hybrid role focusing on client relationship management and collaboration with internal teams at a financial services firm.

Posted 5/19/2026full-timeWythenshawe • 🇬🇧 United KingdomMid-LevelSeniorWebsite

About the role

Key responsibilities & impact
  • **Are you a proactive and driven individual who can bring energy, professionalism and initiative to every client interaction?****Role Overview: ****As Account Manager you'll be responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships.** **You will act as the client advocate, ensuring their needs are fully understood and met through close collaboration with internal teams.

Requirements

What you’ll need
  • **Essential requirements:**
  • - Level 4 Diploma in Financial Planning (minimum qualification required).
  • - Strong understanding of the adviser, investment management, and platform marketplace.
  • - Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
  • - Good understanding of the FCA regulatory framework (SYSC, COBS, T&C, Conflicts of Interest, Complaints)
  • - Experience in a similar role or in a customer-facing role plus the above qualifications and knowledge
  • **Your approach to work:**
  • - Proactive, driven, and energetic, with a positive approach to achieving results.
  • - Strong sense of ownership and accountability, with the confidence to make informed decisions.
  • - Excellent listening and consultative skills.
  • - Critical thinking and problem solving ability.
  • - Exceptional verbal and written communication, with the ability to engage clients and internal stakeholders effectively.
  • - High attention to detail and commitment to quality.

Benefits

Comp & perks
  • **Location: ******This is a hybrid role where you will normally work from our Wythenshawe office 3 times each week with the remaining two days from home.********
  • **Right to Work: **
  • Applicants must already hold a legal right to work in the UK without time restrictions and without the need for future sponsorship. We are unable to provide Skilled Worker visa sponsorship.
  • **

ATS Keywords

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Hard Skills & Tools
Level 4 Diploma in Financial PlanningMicrosoft OfficeFCA regulatory frameworkSYSCCOBST&CConflicts of InterestComplaints
Soft Skills
proactivedrivenenergeticownershipaccountabilitylistening skillsconsultative skillscritical thinkingproblem solvingverbal communication
Certifications
Level 4 Diploma in Financial Planning