Platform Account Manager

  • Location

    City of London

  • Sector:

    Financial Planning, Financial Services, Wealth Management

  • Job type:


  • Salary:

    £35000 - £45000 per annum + Bonus & Benefits

  • Contact:

    Benjamin Holmes

  • Contact email:

  • Job ref:


  • Published:

    about 1 month ago

  • Expiry date:


  • Consultant:


A good client of ours is currently in the market to recruit for a Platform Account Manager to join their London office. You will be based from their City of London offices with the opportunity to work from home a couple of days a week.

We are currently working with the highly renowned Investment Management organisation, who are looking to hire a Platform Account Manager to join their team.



  • Be an advocate for all the businesses products, undertaking regular product training to maintain knowledge at a level that is sufficient for in-depth conversations with advisers - these products are investment solutions, DFM and platform.
  • Work with the Business Development Manager (BDM) and Regional Head to agree and take ownership of a developmental panel of accounts that they will manage alongside the wider region.
  • Lead new business development with this panel, establishing and developing relationships with financial adviser firms.
  • Where and when appropriate, introduce the opportunity to the BDM or Platform Relationship Manager in order to further the relationship with the adviser firm.
  • Manage retention and upsell to an agreed list of existing key accounts.
  • Have a regular structured meeting with the BDM and Regional Head to review and discuss panel progress, general performance and agreed priorities going forward.


  • Be prepared to go above and beyond in order to provide your panel accounts with the highest level of service.
  • Support the BDM with their development work on their wider panel accounts as required.
  • Adopt a joint BDM/BAM working model with a shared list of clients where the BAM operates as the daily contact and the BDM lead account manager. Agree an ongoing contact strategy with these clients.
  • Regularly meet and formally review both panels with the relevant BDM and promote/relegate clients as appropriate.
  • Assist with regional event planning and organisation.
  • Assist with targeted campaign follow-ups, e.g. webinars, roadshows etc.

Compliance & Conduct

  • Ensure all panel ownerships are accurately recorded and updated in CRM.
  • Ensure all relevant client activity is accurately recorded in CRM.
  • Undertake regular company Product Training and maintain wider industry and competitor knowledge.

On offer is a package of -

  • Basic salary - to £45,000
  • Bonus
  • PHI
  • DIS
  • Income Protection
  • Pension - 6% ER or 8% ER / 2% EE
  • 25 days holiday