Account Relationship Consultant (Fintech)

TL;DR

Account Relationship Consultant (Fintech): Managing and nurturing relationships with financial advisers to drive business growth and digital adoption with an accent on product promotion and sales lead generation. Focus on delivering high-quality education sessions, ensuring compliance standards, and supporting strategic account directors to achieve sales targets.

Location: Edinburgh, UK

Company

hirify.global is a long-standing savings and investment firm combining asset management and insurance expertise to provide balanced, long-term financial solutions.

What you will do

• Partner with account managers to identify and convert sales lead generation opportunities.
• Design and deliver high-quality education sessions for strategic advisers to drive digital adoption.
• Conduct quality assurance checks on compliance requirements, including call listening and email reviews.
• Manage a segment of accounts to develop relationships and generate new business flows.
• Support key account directors with product enquiries, event management, and distribution operations.
• Develop and deliver training programs for new team recruits.

Requirements

• Proven experience in stakeholder management and influencing sales audiences.
• Strong commercial focus with the ability to prioritize workloads and solve complex problems.
• Relevant professional qualifications such as R01 and R04 or equivalent, or working towards them.
• Ability to design and deliver training/upskilling sessions.
• Proactive mindset with a focus on business planning and growth priorities.
• Excellent communication skills and ability to act as a role model for best practices.

Culture & Benefits

• Valuable pension scheme with 18% total contribution (13% employer, 5% employee).
• 38 days annual leave including bank holidays, with options to purchase extra days.
• Comprehensive private healthcare, critical illness cover, and life assurance.
• Market-leading parental leave policy covering maternity, adoption, surrogacy, and paternity.
• Access to financial wellbeing support, share incentive plans, and employee-led networks.
• Commitment to an inclusive culture and flexible working arrangements.