Job description

Are you ready to embark on an exciting opportunity with a thriving financial services company? We are currently seeking a dynamic Account Director to join our client's team. In this role, you'll be at the helm, leading a portfolio of financial adviser accounts and providing day-to-day guidance to our valued adviser partners. It's time to steer your career towards new horizons!

About them: a prominent player in the financial services industry, is looking for a passionate and results-driven Account Director to oversee the management and growth of key accounts. As the captain of your team, you will be responsible for enhancing daily business flows, including financial illustrations, applications, general inquiries, and training. This role is perfect for someone who thrives in a forward-thinking, fast-paced environment and has a deep appreciation for the financial advice market. Your proactive approach and business acumen will be instrumental in driving the growth of this thriving business unit.

To thrive in this role, you will need to be truly passionate about financial services and have a keen eye for the evolving landscape of the sector. You understand the reputational challenges and opportunities that arise for both our client's accounts and their valued clients. With your ambition, leadership, and respect for best-in-class practices, you'll forge strong client relationships built on trust and guide your team to success. In this hybrid working role, you'll spend three days a week at our client's office, located near Liverpool Street in London.

Here's what you'll be doing as the Account Director:

• Defining and executing strategies to develop key accounts, driving revenue growth and achieving deposit volume and revenue targets.
• Leading a high-performing team towards success, providing guidance, motivation, and support.
• Expanding the adviser penetration of our platform by nurturing long-term relationships and delivering training and education.
• Facilitating the smooth onboarding of new clients, ensuring a seamless transition.
• Proposing and implementing innovative initiatives and promotions to drive platform usage among our adviser accounts.
• Setting goals and objectives for your team, while providing feedback, coaching, and support to help them meet KPIs and objectives.
• Acting as the primary point of contact for customers in your portfolio, understanding their needs and offering suitable solutions to generate new business.
• Ensuring timely communication, resolving any issues, and maintaining the trust of advisers and clients.
• Utilizing internal systems to analyze sales data and report trends to the wider team and senior leadership.

Here are the skills you'll need:

• Proven experience as an Account Director or in a similar position, showcasing your expertise and ability to lead.
• Successful track record in managing key accounts and building long-term relationships with clients in the financial services industry, such as Finance, FinTech, Platforms, Wealth Management, or Financial Advising.
• Demonstrated ability to meet and exceed targets, driving revenue growth.
• Excellent leadership and people skills, inspiring and motivating your team.
• Strong analytical abilities, effective communication skills, and the ability to make clear decisions.
• Experience in managing high levels of inquiries while meeting client requirements.
• Proficiency in using the MS Office suite.
• Outstanding communication and interpersonal skills, fostering long-term relationships with stakeholders.
• Exceptional organizational and leadership abilities.
• A hands-on approach and eagerness to contribute to the team's success.

Here are the benefits of this role:

• Competitive salary, recognizing and rewarding your expertise.
• Generous holiday allowance, enabling you to recharge and enjoy personal time.
• Flexible working opportunities, promoting work-life balance.
• Comprehensive private medical insurance, ensuring your well-being.
• Employee health and wellness discounts, supporting your overall health.
• Cycle to Work Scheme, encouraging an eco-friendly commute.
• Engaging monthly happy hours and team lunches, fostering a positive and collaborative work environment

Job Type: Full-time

Salary: £50,000.00-£60,000.00 per year

Work Location: In person