Regional Wealth Manager — Adviser Relationships

Canada Life Group; West Midlands; On-site; GBP 40,000 - 60,000; Full time

Job summary

A financial services company is seeking a Regional Account Manager in the West Midlands to enhance business growth in its Wealth Management sector. The role involves fostering long-term relationships with financial advisers, managing accounts effectively, and achieving sales targets. Ideal candidates will possess face-to-face sales experience in financial services and an understanding of the UK taxation system. A competitive salary and comprehensive benefits, including a pension and bonus scheme, are offered.

Benefits

Competitive salary

Generous pension scheme

Private medical insurance

Life assurance

Personal and professional development opportunities

Qualifications

• Proven track record of delivering sales targets.
• Ability to work as part of a team with shared sales responsibility.
• Experience working with financial advisers and their operations.

Responsibilities

• Build relationships with adviser firms using multiple contact strategies.
• Manage accounts to optimize business and meet sales targets.
• Conduct research and competitor analysis to inform sales strategies.

Skills

Face-to-face sales experience

Relationship building

Understanding of UK taxation system

Understanding of financial advisers

CRM experience (e.g., Salesforce)

Education

CII Diploma in Financial Planning – Level 4

Job description

A financial services company is seeking a Regional Account Manager in the West Midlands to enhance business growth in its Wealth Management sector. The role involves fostering long-term relationships with financial advisers, managing accounts effectively, and achieving sales targets. Ideal candidates will possess face-to-face sales experience in financial services and an understanding of the UK taxation system. A competitive salary and comprehensive benefits, including a pension and bonus scheme, are offered.