Account Manager

TrinityBridge

Account Manager focused on building and maintaining relationships with Independent Financial Advisers and Paraplanners. Role involves proactive engagement and collaboration within a supportive team environment.

Posted 8/1/2026full-timeRemote • 🇬🇧 United KingdomMid-LevelSeniorWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in maintaining IFA relationships through proactive engagement and clear communication, while delivering virtual presentations and managing fund-related queries. Possesses strong knowledge of the UK retail investment market and regulatory requirements, with a proven track record in account management within financial services.

Highest-signal resume keywords

Account ManagementIFA DistributionVirtual Presentation SkillsRegulatory Knowledge (FCA, Consumer Duty)MS Word and Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Fund Performance Data AnalysisMarket CommentaryBusiness DevelopmentDigital Campaign PlanningTechnical/Product Support

Soft Skills

Excellent CommunicationOrganizational SkillsAttention to DetailResilienceTeam Collaboration

Tools & Technologies

Microsoft TeamsWebinar Platforms

Industry Keywords

Asset ManagementWealth ManagementFinancial ServicesUK Retail Investment MarketIFA Buying Process

About the role

Key responsibilities & impact

Maintain trusted IFA relationships through proactive engagement, clear communication, and consistent service delivery, acting as the primary point of contact for fund-related queries and support
Conduct regular outbound calls and Teams meetings with IFAs and Paraplanners to promote the fund range, share updates, and build long-term relationships
Deliver virtual fund presentations, webinars, and product updates to IFAs and other Financial Services firms
Proactively identify and develop new business opportunities within existing and prospective IFAs and Financial Services firms
Provide IFAs and Paraplanners with fund performance data, market commentary, and technical/product support
Work closely with the Investment Specialist Team to ensure coordinated approach to supporting accounts
Work closely with the Marketing team to plan digital campaigns, webinars, and email communications targeted at the IFA channel
Collaborate closely with the Account Director to ensure a joined-up coverage approach for shared accounts
Remain up-to-date on regulatory requirements (FCA, Consumer Duty) affecting fund distribution
Maintain knowledge of current regulatory practice

Requirements

What you’ll need

At least five years’ experience in a similar capacity within an Asset Management business, Wealth Management business or financial institution
Proven account management track record, ideally within IFA distribution
Excellent telephone manner, communication, and virtual presentation skills
Highly organised and self-motivated, with a proven ability to manage competing priorities and deliver results with minimal supervision whilst working remotely
Outstanding attention to detail
A team player
Resilient and accountable, with a willingness to take ownership of issues and demonstrate persistence in achieving outcomes
Commercial awareness, business initiative and emotional intelligence
Strong communication skills, verbal and written
Strong understanding of the UK retail investment market and IFA buying process
Proficient MS Word and Excel skills.

Benefits

Comp & perks

We celebrate diversity, promote inclusivity and are open to discuss flexible work options to help you balance your work and home life.
We invest in the growth of our people providing a sense of belonging and team spirit and the ability to thrive.