Account Manager Financial Services

threesixty services Limited; Manchester; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A financial services compliance firm in Manchester is seeking an Account Manager in Financial Services. The role involves developing client relationships, understanding client needs, and providing outstanding service. The successful candidate will have a Level 4 Diploma in Financial Planning and strong communication skills. This is a full-time position with offices in Wythenshawe, offering a dynamic work environment.

Qualifications

• Proficient in Microsoft Office tools (Word, Excel, PowerPoint, Outlook).
• Strong understanding of the adviser and investment management marketplace.
• Good understanding of the FCA regulatory framework is advantageous.

Responsibilities

• Develop and maintain long-term relationships with key clients.
• Identify and recommend services to meet evolving client needs.
• Engage proactively with clients, gathering feedback to enhance outcomes.
• Manage delivery of outstanding services and operational issues.
• Conduct data analysis to assess client engagement and identify growth opportunities.

Skills

Adviser and investment management market understanding

Proficiency in Microsoft Office

Understanding of FCA regulatory framework

Excellent listening and consultative skills

Critical thinking and problem-solving ability

Exceptional verbal and written communication

Education

Level 4 Diploma in Financial Planning

Job description

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Embedded Talent Seeker for Fintel PLC: Software & Data and Fintel Services Divisions

• Are you an account manager with experience in the adviser, investment management and platform marketplace?
• Do you have a Level 4 Diploma in Financial Planning?

Threesixty is a leading UK-based provider of compliance, regulatory, and business-support services for financial advice firms and we are looking for an account manager to join the team.

We offer practical guidance, training, research, and helpdesk support to help advisers manage regulatory responsibilities, strengthen governance, and operate more efficiently.

Role overview

• An Account Manager is responsible for developing long-term relationships with our clients, connecting with key business executives and stakeholders to maintain and nurture strong relationships.
• You will act as the client advocate, ensuring their needs are fully understood and met through close collaboration with internal teams.
• You may assist with making sales calls, handling client feedback or complaints, analysing data, and continuously improving the overall client experience.

What you'll do

• Develop and maintain long-term relationships with all key clients.
• Identify and recommend services to meet clients’ evolving needs and support the implementation of agreed solutions.
• Engage proactively with clients through regular contact and reviews, gathering feedback to enhance the company proposition and client outcomes.
• Manage delivery of outstanding services and act as an escalation point for operational issues.
• Identify and drive operational improvements towards service and operational excellence.
• Build and maintain strategic third-party relationships with providers to support client needs.
• Act as a Subject Matter Expert for the threesixty Client Portal and modular compliance management system (trust), working closely with IT and Marketing to produce content and support functionality
• Maintain and update the Third-Party Toolbox in the Client Portal.
• Conduct data analysis to assess client engagement, competitor activity, and product usage to identify growth opportunities.
• Deliver demonstrations of the Client portal to support Account Management and Sales Teams.

What you'll need to succeed

Skills - Technical

• Strong understanding of the adviser, investment management, and platform marketplace.
• Excellent proficiency in Microsoft Office (Word, Excel, PowerPoint, Outlook).
• Good understanding of the FCA regulatory framework (SYSC, COBS, T&C, Conflicts of Interest, Complaints) is advantageous.

Your approach to work

• Proactive, driven, and energetic, with a positive approach to achieving results.
• Strong sense of ownership and accountability, with the confidence to make informed decisions.
• Excellent listening and consultative skills.
• Critical thinking and problem solving ability.
• Exceptional verbal and written communication, with the ability to engage clients and internal stakeholders effectively.
• High attention to detail and commitment to quality
• A proactive and driven individual who brings energy, professionalism, and initiative to every client interaction.

Work 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. We are currently unable to provide Skilled Worker visa sponsorship.

Seniority level

• Associate

Employment type

• Full-time

Job function

• Sales and Customer Service

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