Account Manager – Financial Services

Closing date: 31 April 2012

£Competitive basic plus bonus, plus benefits including pension, Share Incentive Plan, death in service, life assurance, etc.

Mattioli Woods is a successful financial services company, based in Leicester. Now a PLC, the company was established in 1991, and has grown rapidly organically and through acquisition to its current 250 plus employees (and growing!). Much of the organisation’s success is down to the internal promotion culture, with an enviable staff retention record.

Although specialising in the SIPPs and SSAS pensions sector, this is no provider of “off the shelf” retirement funds! Mattioli Woods advise on wealth management, covering a wide range of issues such as tax free investment planning, family succession and business guidance, with clients ranging from dynamic entrepreneurs to company directors.

Due to continued growth this new opportunity has arisen, for a professional career focussed individual to join the large existing team. The Account Manager is the primary office based contact, managing and administering a varied portfolio of both SIPP and SSAS products, dealing with all aspects of client affairs within agreed procedures and regulations. This role is the direct contact with clients (rather than an IFA) so you will get to build rewarding relationships with your clients. The Account Manager has full responsibility for schemes from setting them up to annual reporting.

Key responsibilities include:

• Proactively manage all aspects of client affairs in a prompt and efficient manner
• Plan, organise and prioritise workload, to ensure work is dealt with within agreed service standards
• Have an awareness of compliance issues and adhere to
• Adhere to administrative procedural notes provided, procedures within the compliance manual, and company policies
• Work effectively with the larger team, including the consultant and wider administrative support

You are likely to have done a similar role within the financial services sector, dealing with SIPP and / or SSAS products or similar investments. As you will be the direct point of contact for your clients, your communication skills will be excellent, with good attention to detail and able to balance a busy workload. Good numeracy and IT skills, with a flexible approach will also be a given. CFP qualifications would be an advantage.

In return, you can expect excellent career progression, with opportunities including specialist technical roles, consultancy or people management. You will be fully supported through dedicated training and development, including professional qualifications where applicable.

Contact
Penny Waterfield
Mattioli Woods
MW House
1 Penman Way
Grove Park
Enderby
Leicester LE19 1SY
0116 240 8700
recruitment@mattioli-woods.com