Job Details

We are excited to be recruiting for an award-winning financial technology company based in the heart of Bath who are looking for a Key Account Manager to join their friendly team. This role is ideally suited to someone with experience in investment (wrap) platforms and/or investment products such as SIPP, ISA, GIA etc. With this experience (and training), the Key Account Manager will be responsible for managing the ongoing relationship with a portfolio of Financial Advisor firms through regular phone, email, and face-to-face contact – not through sales, but through ongoing service delivery.

Benefits to include:

• Competitive annual salary
• Discretionary yearly bonus of up to 15%
• Office hours and hybrid working
• 25 days holiday plus option to buy/sell up to 5 additional days per year
• Supported and encouraged professional development i.e. Regional Sales Manager
• Access to a range of schemes and discounted products

Daily duties to include:

• Acting as first point of contact for large accounts and strategic partners
• Ensuring they and their end clients receive an exceptional experience
• Providing ongoing training to clients to ensure they use the platform efficiently
• Creating and compiling reports using MI
• Attending service delivery meetings
• Liaising between all relevant business areas to support the accounts

If this feels like the next challenge for you, please apply today!