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The Role We are looking for a dynamic and self-motivated Account Director to join our Client Services team. The Account Director will be responsible for driving client quality and continuous improvement, while expanding existing client relationships. The role will involve ensuring clear communications between our clients and Operations, delivery of governance communications, and delivery of weekly, monthly and quarterly business reviews. Ideal candidates for this role will be flexible with changing and challenging workloads, and be able to demonstrate success in managing a client in this capacity, understanding their expectations, and delivering change in order to improve performance. Applicants should be able to demonstrate solid experience within client services, from either an account management, operations, project management or wider outsourcing perspective. Essentially, the Account Director will be responsible for ensuring our clients receive all the services we are contracted to provide and is accountable for: • Client Satisfaction, • Clear and transparent internal financial awareness, • Strong governance, • Management of account managers (where applicable), • Delivery of gross margin commitments Responsibilities • Senior day-to-day client contact, • Financial forecasting, • Input top line sales and direct costs taken from operations into contribution reporting where applicable, • Tracking budget vs actual, • Monthly GM tracking, • Full action plans where GM falls below target, • To identify Farming & Growth opportunities and pass these to the VP Client Services, • Ensuring clear communications between the client and internal stakeholders, • Contractual commitments and deliverables, • Contract Change Notes / Variations, • Strong governance – ensuring a clear audit of decisions, • Driving continuous improvement agenda, working in partnership with TP Digital colleagues, • Overseeing production and accuracy of MI, • Invoicing and accounts receivable / aged debt, • Working with Operations on tactical delivery / decisions of the account running, • Weekly, Monthly and Quarterly review packs, • Delivery of weekly, monthly and quarterly business reviews, • Monthly / quarterly KSAT dip checks, • Implementing client account plans, • Change control Candidate criteria - what we are looking for: Experience • Solid experience in client services from either an account management, operations, project management or wider outsourcing perspective, • Previous experience managing a client in this capacity, understanding their expectations, and delivering change in order to improve performance, • Ability to demonstrate how you have added value to a client’s business / service provision (client centricity), • An understanding of the metrics used and the pricing structure in operation within the contact centre environment, • Experience of financial forecasting and invoicing, • Competencies and specific skills, • Solid understanding of how Account Management can influence achievement of business objectives, • An understanding of how to work proactively and positively in partnership with both operations and client priorities, • Excellent professional interpersonal skills., • The ability to build rapport and trust with clients and colleagues., • The ability to understand and communicate client requirements with a clear, positive and customer-focused message, • Ability to influence and negotiate with others, • High level of numeracy and literacy, • Committed, enthusiastic, positive, resourceful and resilient

Description: Equity Release Advisor – Hybrid This is an office based role with possible hybrid working, so the successful applicant must live within a commutable distance from the office. Our clients are one of the UK’s leading and long standing Equity Release advice companies with a high net worth (HNW) division. They have over a decade of award-winning advice plus a platinum 5-star feefo customer experience 2025 rating. We are seeking a CeRER qualified professional to join our equity release team. You will need the relevant Equity Release qualifications to join, and previous experience of advice is preferred, as is a proven track record. Our clients are a customer focused, social and eco responsible, financial services and lead generation company which goes over and beyond in the care of its customers and staff. They provide customers with expert and quality advice on a range of equity release and later life mortgage products from the whole market, and they are directly authorised by the FCA. Their enquiries are generated from their own web sites, digital and social marketing channels, plus their many partnerships for customers approaching or in retirement. Equity Release Advisor - The successful Candidate will: Have excellent support, training and earnings potential Have access to all lenders products from the entire market and the best terms and rates Be provided with enquiries from marketing branded channels and Partnerships Have a dedicated PA to support you and manage your cases from application to completion Have pre-qualified appointments from our Customer Contact Centre booked in your diary Provide advice to clients who own their own homes either on the phone, via video or local visit Use our friendly bespoke CRM, sourcing software & work-flow management system Have access to our extensive database for existing customers to advise Be provided with our training with in house technical and T&C support Have IT and marketing support from our IT and digital marketing department Have regular CPD events, Training and Competency and product updates from lenders Be part of a growing company and sector Equity Release Advisor - The role will include: Providing mortgage or equity release advice to each individual’s objectives & circumstances Providing clients with comprehensive recommendations with KFI’s and Suitability Reports Promoting the company as one of the UK’s leading national advisory companies in its field Communicating with Compliance and Training & Competency departments Ensuring that records are kept updated using the company’s CRM digital record system Adhering at all times to the principles of treating customers fairly and Consumer Duty Attending CPD training & reading relevant material for Continued Professional Development Equity Release Advisor - You will need to have experience and qualifications in/of: A minimum of 6 months financial services experience within the field of financial advice Evidence of sustained sales success and compliant practice with CAS status Excellent written and verbal communication skills Mandatory minimum or equivalent: Certificate in Mortgage Advice (CeMAP) Certificate in Equity Release (CF7 or ER1) or Certificate in Regulated Equity Release (CeRER) Equity Release Advisor - Remuneration: £28,000 - £30,000 Basic Salary commensurate with experience £40,000 - £45,000+ realistic On Target Earnings can be earned from commission income, as well as from successful referrals made to the wealth side of the business Multiple lead sources stemming from a vibrant and busy operation Full Admin Support 5 days per week and a potentially negotiable working pattern for the right candidate - a hybrid working pattern is possible and dependent on the successful applicant's individual circumstances Kings Permanent Recruitment for Estate Agents and Financial Services Professionals hits 19 years of successful trading. A milestone to be proud of... Kings Permanent Recruitment for Estate Agents is a "Specialist Estate Agency Recruitment Service" dealing with the placement of Estate Agents and Letting Agents into permanent positions within the Residential Estate Agency Property sector. We cover all specialties of recruitment to include Residential Sales and Lettings, Property and Block Management to include Lettings Coordinators / Progressors, Inventory Clerks, Financial Services to include Mortgage Advisors, Independent Financial Advisors, Protection and Financial Services Administrators, Paraplanning, Land and New Homes and Secretarial / Administration / PA’s. Visit Kings Permanent Recruitment for Estate Agents website for online Estate Agency vacancies. Find Adam Howes on LinkedIn