Telephone Account Manager - National Accounts

Location: Edinburgh, Stirling, Reading or London office; hybrid attendance 2–3 days per week. The role is office-based within hirify.global Life distribution.

Company

hirify.global provides asset management, insurance, savings, investment, life, and pension products through its Asset Management and Life segments.

What you will do

• Manage a panel of national advice firms and deliver sales revenue targets for the national accounts channel.
• Develop growth opportunities with low- and non-producing advisers and outlets through consultative selling and new propositions.
• Engage clients through Teams, telephone calls, and occasional face-to-face meetings.
• Plan franchise activity in line with sales management and channel direction.
• Document activity and processes in Salesforce and maintain current knowledge of company and competitor propositions.
• Collaborate across hirify.global plc to improve controls, client outcomes, compliance, and operational risk management.

Requirements

• Experience in the financial advice sector and in distribution within regulated sales environments.
• Strong knowledge of the needs and operation of national advice firms and consolidators.
• Level 4 PFS or equivalent qualification as a minimum.
• Proven relationship development, communication, and influencing skills.
• Knowledge of investment markets, multi-asset fund solutions, and CIP/CRP design and application within robust, scalable advice processes.
• Knowledge and experience of platforms, funds, and tax-wrapper strategies.
• Detailed knowledge of life and pensions products, markets, and competitors.
• Good knowledge of financial services regulatory and legislative frameworks, with the ability to identify, assess, and manage risk.
• Strong team-working ethic, drive, delivery focus, and commitment to self-development, mandatory training, and CPD.

Nice to have

• Knowledge of hirify.global propositions, systems, and distribution approach.

Culture & Benefits

• Flexible working arrangements and workplace adjustments are available.
• Pension scheme of up to 18%, including up to 13% employer contributions and 5% employee contributions.
• Share Save, Share Incentive Plan, and financial wellbeing support.
• 38 days of annual leave including bank holidays, with the option to purchase up to five additional days and use the Time Off When You Need It policy.
• Paid parental leave and family support, plus private healthcare, critical illness cover, and life assurance.
• Inclusive culture with employee-led networks, development opportunities, and reasonable adjustments available during recruitment.