Job details

Senior Account Manager

Insignis Cash is a fast-growing FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

We are looking for a dynamic Senior Account Manager to join our team and work on an exciting portfolio of financial adviser accounts, acting as the day-to-day lead to our adviser partners.

The role will involve managing and enhancing the daily delivery of your accounts' business flows including financial illustrations, applications, general enquiries and training. The role will suit someone driven, who enjoys working in a forward-thinking fast-paced environment, enjoys the financial advice market, and who is experienced in taking a proactive lead in growing a panel of accounts.

What will you be doing?

Be responsible to define and execute the business development plan.

Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts.

Grow our existing adviser penetration.

Understand customer requirements and needs to offer suitable solutions and generate new business.

Resolve any issues to maintain and strengthen adviser and client trust.

Supporting the successful onboarding of new clients.

Utilise our internal systems to report on and analyse trends in our sales data.

Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio.

We would love to hear from you if you have the following:

Proven success in proactively managing accounts and building successful long-term relationships with clients, preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice.

Ability to multitask, excellent planning and organisational skills.

Proven track record of hitting and exceeding targets.

Analytical, with strong communication skills, and the ability to prioritise and make clear decisions.

Strong written and verbal communication skills.

Excellent organizational skills and attention to detail.

Strong team player with excellent people skills

Capacity to excel in a fast-paced environment

Keen to get stuck in.

Competitive compensation

25 days holiday (exc. Bank holidays)

Pension contributions

Private medical insurance

Employee health and wellness discounts

Cycle to Work Scheme

Monthly happy hours and team lunches

Lunch and learn training sessions

Working Pattern

Hybrid working pattern in London office, 3 days in the office, 2 days remote.

What You Should Know About Senior Account Manager, Insignis Cash

At Insignis Cash, we’re not just another FinTech company; we’re a fast-growing team that values the insights and ideas of our members. As a Senior Account Manager, you’ll embark on an exciting journey working with a portfolio of financial adviser accounts where your contributions will directly impact our growth. You’ll be the go-to lead for adviser partners, enhancing the delivery of key business flows like financial illustrations, applications, and general inquiries. Your role will be crucial in nurturing these relationships and ensuring our adviser partners feel supported every step of the way. The ideal candidate will appreciate the vibrant financial advice market and thrive in a dynamic environment. Your day-to-day tasks will involve crafting a business development plan, maximizing opportunities within your accounts, and ensuring seamless onboarding of new clients. With our diverse array of products and services at your disposal, you’ll be equipped to identify and pursue growth opportunities for your portfolio. We’re specifically looking for someone who has a history of managing accounts successfully, with proven skills in communication, organization, and multitasking. If you’re passionate about building long-term partnerships and eager to collaborate within a supportive team culture, Insignis Cash might just be the perfect place for you. With a hybrid working model and numerous perks such as competitive compensation, private medical insurance, and team outings, we believe in investing in our people as much as our growth. Let’s grow together!

Frequently Asked Questions (FAQs) for Senior Account Manager Role at Insignis Cash

What are the main responsibilities of a Senior Account Manager at Insignis Cash?

As a Senior Account Manager at Insignis Cash, your key responsibilities include developing and executing a comprehensive business development plan, building strong relationships with adviser partners, managing daily business flows, and supporting successful onboarding of new clients. Additionally, you will analyze sales data trends and provide suitable solutions to meet customer needs.