Account manager Work, Jobs in Yetminster, Dor (with Salaries)

Client Relationship Manager
Fort Financial Planning Ltd —Sherborne
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- IT
- In-person
- Communication skills
- Free parking
- Work from home
Quick apply
Business Development Manager (BDM) - Yeovil - Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Yeovil
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Accounts Manager / Finance Director (AAT Qualified)
Ania Haie Ltd —Taunton
- £45,000 - £55,000 a year
- Full-time
- Microsoft Excel
- Supervising experience
- In-person
- Free parking
- Employee discount
Quick apply
9d
Senior Key Account Manager
Vertex Pharmaceuticals —Street
- Full-time
- Sales
- Bachelor's degree
- Travel
Hospital Account Manager
IQVIA —Taunton
- Full-time
- Analysis skills
- No degree
- Travel
Designer / Estimator / Account Manager (FT on-site)
Swift Signs —Weymouth
- £27,000 - £31,500 a year
- Full-time
- Customer service
- English
- Windows
Quick apply
6h
Account Manager and Payroll Officer (Part Time)
Chalmers & Co (SW) Ltd —Crewkerne
- £22,000 a year
- Part-time
- QuickBooks
- In-person
- Communication skills
- Health & wellbeing programme
Quick apply
6d
Account Manager
Biffa Waste Services —Taunton
- £30,000 - £35,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- Communication skills
Quick apply
Business Development Manager (BDM) - Bath - Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Bridgwater
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Account Manager
Sykes Holiday Cottages —Lyme Regis
- £25,000 a year
- Full-time
- Hospitality
- Customer service
- Microsoft Office
Quick apply
Business Development Manager (BDM) - Wells - Circa 41k Basic - 53k OTE Uncapped
Yell Ltd —Wells
- £35,875 a year
- Full-time
- Remote
- Microsoft Outlook
- Presentation skills
- Negotiation
- Referral programme
Quick apply
Accounts Manager
Westcotts Chartered Accountants and Business Advisers —Axminster
- £55,000 - £60,000 a year
- Full-time
- Hybrid work
- Organisational skills
- Leadership
- Communication skills
- Health & wellbeing programme
- Annual leave
Quick apply
Homeowner Account Manager
The Travel Chapter —Blandford Forum
- £27,000 a year
- Weekend availability
- Microsoft Outlook
- Travel
- IT
Quick apply
Area Sales Manager
Total Plumbing Supplies —Shepton Mallet
- Sales
- Plumbing
- In-person
- Employee discount
Quick apply
5d

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Client Relationship Manager

Fort Financial Planning Ltd
Sherborne

Quick apply

Job details

Permanent | Full-time
£30,000 - £40,000 a year

Benefits

Free parking
Company pension
Work from home
On-site parking

Qualifications

Financial planning
Customer relationship management
B2B sales
IT
Account management
Communication skills

Full job description

A little about us

For over 20 years, Fort Financial Planning has provided tailored, lifestyle services to professionals, entrepreneurs and families, helping them all to make smart decisions so they can focus on what truly matters to them.

As specialist, independent financial planners, we take the time to understand our clients, their goals and aspirations. Everything we do is centred around providing an excellent experience for clients and you could be just the right person to join our team and add to that.

What are we looking for?

FFP has an exciting opportunity in our Client Services Team for a Client Relationship Manager.

At the heart of this role, we need someone who has experience in managing and nurturing client relationships, the drive to ensure the delivery of a personalised and exceptional client experience.

Alongside this, we need someone that has all round excellent administration talent. Some of those key talent areas include being highly organised, having a high level of attention to detail, proven communication skills, excellent IT skills and of course have a client and team focused approach to things.

Being in the Financial Planning world, an important factor we are looking for, is for applicants to already be fully qualified or working towards being qualified in the Diploma in Regulated Financial Planning.

A selection of the role’s key responsibilities

Client Relationship Management: Build and maintain long-term relationships with clients, serving as their primary contact.
Client Meetings: Assist in making sure your client planning meetings are prepared for.
Financial Plan Support: Work alongside Planners to support the development of the client’s cash flow forecast and financial strategies.
Implementation: Working with providers, platforms, and the FFP team post meeting, to ensure the advice is implemented in a tax efficient and timely manner.
Compliance & Documentation: Ensure all client documentation is up to date and compliant with regulatory standards, managing all online documentation and paperwork related to all aspects of the client’s plan.

More about the role and our ideal candidate

This is a full-time, office-based position in Sherborne, Dorset. We’re happy to consider some flexibility for the right person. Once training is complete, there is scope to move into a hybrid working model, with up to two days a week from home.

If you hold the Diploma in Regulated Financial Planning (or are working towards it) and you have experience working in the Financial Planning world, then this could be for you.

We are keen to find the right person, with the right experience, qualifications and skills with the willingness to learn and someone who has an open mind and professional approach. We will provide full initial training of course and we also invest in ongoing professional development too.

At Fort Financial Planning, our core values drive everything we do. They reflect our commitment and influence our approach. We live by our culture statement ‘Every Interaction Matters’ every day to ensure our clients and staffs best interests are always our priority.

If you feel your values align to this and everything you have read above is interesting and you are eager to learn, expand and develop your skills, we would love to hear from you, so please do get in touch with us.

Initially, if you would send your CV with a covering letter to Cliff Baker at [email protected] to express your interest in the role.

We really look forward to hearing from you.

Job Types: Full-time, Permanent

Pay: £30,000.00-£40,000.00 per year

Benefits:

Company pension
Free parking
On-site parking
Work from home

Application question(s):

Are you qualified in Diploma in Regulated Financial Planning or studying towards this qualification?

Location:

Sherborne DT9 4FW (required)

Work Location: In person

Quick apply

Refine Your Search

account manager jobs in yetminster, dor

Client Relationship Manager

Business Development Manager (BDM) - Yeovil - Circa 41k Basic - 53k OTE Uncapped

Accounts Manager / Finance Director (AAT Qualified)

Senior Key Account Manager

Hospital Account Manager

Designer / Estimator / Account Manager (FT on-site)

Account Manager and Payroll Officer (Part Time)

Account Manager

Business Development Manager (BDM) - Bath - Circa 41k Basic - 53k OTE Uncapped

Account Manager

Business Development Manager (BDM) - Wells - Circa 41k Basic - 53k OTE Uncapped

Accounts Manager

Homeowner Account Manager

Area Sales Manager

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