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Accounts Executive (Financial Services)

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Account Executive (Financial Services) – Chester – £22-25k

Innovative financial services technology company is looking for an Accounts/Sales Executive to join their team in a newly-appointed role within a B2B environment.

Salary: £22,000 – £25,000

Hours: Full Time – Monday to Friday 8.45am – 5.15pm (1 hour for lunch)

Benefits: 25 days holidays (plus bank holidays), Pension, Full expenses paid on any work related travel.

Required Skills

Account Executive Experience, Client-Focused Solutions Experience, Ability to Communicate Client Needs with colleagues, Ability to Manage Multiple Projects and Relationships Simultaneously, Negotiation Skills, Listening Skills, Communication Skills, Presentation Skills, High Level of Attention to Detail.


Financial Services experience required, preferably within the IFA community. Proven track record working within client relations.


Grade C or above GCSE English and Maths.

A good level of competency using Microsoft Excel and Word.

Must hold a full UK drivers licence and have own car.


* Visits clients, situated across the UK (sometimes staying away overnight)
* Operates as the point of contact for assigned clients
* Develops and maintains long-term relationships
* Makes sure clients receive requested information and services in a timely fashion
* Communicates client needs and demands back to line manager
* Forecasts and tracks client account metrics
* Manage projects within client relationships, working to carry out client goals while meeting company goals
* Identifies opportunities to grow business with existing clients
* Coordinate with staff members working on the same account to ensure consistent service
* Service multiple clients concurrently
* Keep records of client communications
* Other support duties

Knowledge of the Financial Services market is essential. You must have strong communication and presentation skills, both verbal and written.You will be required to work both independently and as part of a team, therefore you will need to demonstrate you can work unsupervised and use your own initiative.
Reference: LBB2017500

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