Regional Account Manager – South of England
Investment Distribution | Home-Based with travel | £50,000–£65,000 + up to 40% Bonus + Benefits
Are you commercially driven, confident working with financial advisers and ready to take the next step in your career?
We are working with a fast-growing UK investment business looking to appoint a Regional Account Manager to cover the South of England.
This is not a passive account management role and it is not a pure cold-sales position. You will work with an established base of signed financial planning firms, helping to deepen relationships, increase adviser adoption and convert opportunities into sustainable asset flows.
You will:
- Build strong relationships with advisers, paraplanners and business owners
- Support onboarding, education and adviser training
- Drive adoption and growth across existing accounts
- Identify untapped AUM and further opportunities within firms
- Track pipeline, flows and engagement across your region
- Represent the business at client meetings, CPD sessions and industry events
Why join?
- Join one of the UK’s fastest-growing MPS providers
- Work with an established client base and warm pipeline
- Home-based role covering the South of England
- No activity targets or micromanagement
- Clear progression opportunities within a growing distribution team
- Ongoing investment in your development and qualifications
- Private healthcare, critical illness cover, life insurance, pension and EV salary sacrifice
Who could this suit?
The business is open-minded on background and would be interested in speaking with candidates from:
- MPS or DFM providers
- Platforms
- Adviser-facing financial services businesses
- EIS, VCT or tax-efficient investment providers
- Telephone Account Manager or Business Development Consultant roles
This could be a strong next step for someone looking to move into a broader, more autonomous and field-facing position.
What are we looking for?
- Experience in an adviser-facing sales or relationship management role
- Strong understanding of the IFA and wealth management market
- Commercial mindset and evidence of growing relationships
- Confidence presenting propositions and handling adviser queries
- Strong communication, organisation and relationship-building skills
- Willingness to travel across the South of England
Relevant industry qualifications, experience with suitability frameworks and an existing adviser network would be beneficial, but not essential.
To find out more, please contact Ellie for a confidential conversation or apply directly for immediate consideration.
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