Trainee Account Manager
Department: Member Services
Employment Type: Permanent - Full Time
Location: Manchester
Reporting To: Head of Account Management
Description
We have an excellent opportunity for an aspiring account manager with financial services experience who is looking to work towards their Level 4 Diplomat in Fiancial Planning.
Role Overview: As a Trainee Account Manager, you will begin developing the skills needed to build long‑term relationships with clients and support them in achieving great outcomes.
You will work closely with experienced Account Managers and internal teams to learn how to understand client needs, deliver excellent service, and contribute to ongoing improvements.
What you’ll do
This is an ideal role for someone motivated, eager to learn, and looking to build a career in account management. You’ll gain hands‑on experience through client interactions, internal collaboration, data analysis tasks, and exposure to key systems and processes.
* Assist in building and maintaining positive relationships with clients.
* Learn how to identify client needs and understand how to recommend appropriate services.
* Take part in regular client communications, reviews, and feedback sessions to develop confidence in managing client interactions.
* Support the delivery of high‑quality services by helping resolve basic client issues and escalating more complex matters to senior team members.
* Contribute to operational improvement initiatives by sharing insights and assisting with team projects.
* Develop knowledge of the threesixty Client Portal and modular compliance management system (trust), working with IT and Marketing to support content and functionality as appropriate.
* Carry out basic data analysis to understand client engagement, competitor activity, and product usage, helping identify opportunities for growth.
* Support the Account Management and Sales Teams by preparing for and participating in Client Portal demonstrations and issuing contracts for services.
What you’ll need to succeed:
Essential requirements:
* Customer service or similar experience in a professional services business
* Strong communication skills – written and verbal
* Competent use of Microsoft Office
Desirable requirements:
* Interest in working towards the Level 4 Diploma in Financial Planning.
* A general awareness of the financial services industry is helpful but not required.
* Competent use of Microsoft Office (Word, Excel, PowerPoint, Outlook).
* Some awareness of the FCA regulatory framework is advantageous but can be learned on the job.
Your approach to work:
* A proactive and positive attitude, with a genuine enthusiasm for learning.
* A strong sense of ownership and willingness to take responsibility as skills develop.
* Great listening skills and a collaborative, supportive approach.
* Curiosity, critical thinking, and a desire to solve problems.
* Clear written and verbal communication, with the confidence to grow into client‑facing responsibilities.
* High attention to detail and a commitment to delivering quality work.
Important to know:
Location: Our office is in Wythenshawe and the team work from there 3 days per week.
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.
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