Insignis Cash is a fast-growing, FinTech company looking for a talented and enthusiastic individual to join our team. We are expanding, making this a perfect position if you would like to have a significant impact on our company’s growth and develop your role and career as the business evolves. You will join a team where your ideas will be welcomed and valued.

We are growing the Account Management team, the person joining will have the responsibility for a portfolio of our Adviser partners. Our ideal candidate will demonstrate integrity, be detail-oriented whilst also being personable and confident in building working relationships.

What will you be doing?

• Build and strengthen adviser partner relationships to achieve long-term partnerships and maximise the opportunity within your portfolio of accounts
• Supporting the successful onboarding of new clients
• Serve as the point of contact for customers in your portfolio
• Ensure the timely turnaround of communications, enquiries, illustrations, and applications
• Resolve any issues to maintain and strengthen adviser and client trust
• Work with sales and other internal teams to develop strategic marketing plans and ensure KPIs are being met
• Utilise our internal systems to report on and analyse trends in our sales data
• Develop a thorough understanding of our products and service offerings to identify the opportunity within your portfolio
• Maintain accurate client records

Requirements

We would love to hear from you if you have the following:

• Previous experience in an account management or sales role preferably in a similar industry e.g., Finance, FinTech, Platforms, Wealth Management or Financial Advice
• Ability to multitask, excellent planning and organisational skills
• Strong written and verbal communication skills
• Excellent organizational skills and attention to detail
• Proven track record of meeting or exceeding quotas
• Strong team player with excellent people skills
• Capacity to excel in a fast-paced environment

Benefits

• Competitive compensation
• 25 days holiday (exc. Bank holidays)
• Pension contributions
• Private medical insurance
• Employee health and wellness discounts
• Cycle to Work Scheme
• Monthly happy hours and team lunches
• Lunch and learn training sessions.

Working Pattern

• Hybrid working pattern in London office, 3 days in the office, 2 days remote.