London, London, EC2V 7JD
Account Manager (Holistic)
Lloyds Banking Group
£53,000
Full-time
Description
Job title: Account Manager (Holistic)
Salary: Depending on location & skills & experience
Location: Flexible
Hours: Full time
Working Pattern: This is a home working role however, you'll need to be prepared to travel on a monthly basis to Cambridge and the surrounding area as this is the regional area of where your panel of client accounts are based.
There is a requirement to attend face to face meetings in the Cambridge and the surrounding area on a monthly basis and as the business need arises.
About the role:
As an Account Manager within Holistic Advice, you'll look after a panel of client accounts with varying needs in the IFA market. You'll have to engage with these accounts regularly to discover their individual needs and then offer solutions through Scottish Widows.
About this opportunity:
Handle client and customer relationships by using client systems and protocols
Personally, meet IFA needs related to standard products and services
Work towards predetermined targets and customer service standards (e.g. productivity targets, turnaround times, etc.)
Work independently to collate and analyse data using pre-determined tools, methods, and formats
Closely monitor progress and reports variances to more senior colleagues while working within established finance systems
Investigates questions related to existing programmes, processes, and procedures
Why Lloyds Banking Group?
We're on an exciting journey and there couldn't be a better time to join us. The investments we're making in our people data and technology are leading to innovative projects, fresh possibilities and countless new ways for our people to work, learn and thrive.
What we need from you:
Experience of working in a consultative sales role or similar role, within financial services
Enjoy working to targets, in the fast paced and constantly evolving world of the intermediary advice market
Can engage with others easily through excellent written and verbal communication skills
Experience managing client relationships such as IFAs, brokers, suppliers, or customers
Knowledge of the individual pension or protection markets, business development or financial services regulatory landscape
Experience of a UK regulated sales environment
About working for us ...
Our focus is to ensure we're inclusive every day, building an organisation that reflects modern society and celebrates diversity in all its forms.
We want our people to feel that they belong and can be their best, regardless of background, identity or culture. We were one of the first major organisations to set goals on diversity in senior roles, build a menopause health package, and a dedicated Working with Cancer initiative. And it's why we especially welcome applications from under-represented groups. We're disability confident.
So if you'd like reasonable adjustments to be made to our recruitment processes, just let us know.
We also offer a wide-ranging benefits package, which includes:
A generous pension contribution of up to 15%
A discretionary annual performance-related bonus
Share schemes including free shares
Benefits you can adapt to your lifestyle, such as discounted shopping
28 days' holiday, with bank holidays on top
A range of wellbeing initiatives and generous parental leave policies
Ready to start growing with purpose?! Apply today.
Expiry date: 19/09/2023
Account Manager (Holistic)
Company
Lloyds Banking Group
Salary
£53,000
Job Type
Full-time
Location
London, London, EC2V 7JD
Our Commitments
Living Wage Employer
Disability Confident
Climate Conscious
Armed Forces Covenant
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