London – Telephone Account Manager – Alternative investments

Job Title: Telephone Account Manager – Alternative Investments
Location: London (Hybrid – Minimum 3 Days Office-Based)

About the Company

Our client is one of the UK’s fastest-growing alternative investment providers, offering a diverse range of tax-efficient and high-yield investment solutions. As part of their rapid expansion, they are hiring multiple Telephone Account Managers to join their dynamic sales team in London.

This is a fantastic opportunity to build a highly rewarding career in a high-growth sector, with excellent earning potential and clear progression pathways into senior sales and field-based roles.

The Role

As a Telephone Account Manager, you will be responsible for developing and managing relationships with financial advisers across a specific region the UK working in partnership with a field based BDM / BDD. You will play a key role in promoting the firm’s alternative investment propositions, generating interest and increasing fund flows.

Key Responsibilities:

• Engage with financial advisers and intermediaries via telephone and video calls to introduce and promote alternative investment solutions.
• Proactively develop and manage a book of adviser relationships, driving new business and increasing assets under management (AUM).
• Educate advisers on the firm’s investment propositions, market trends, and opportunities within the alternative investment space.
• Work in partnership with a field based Business Development Managers / Business Development Director to maximise adviser engagement and sales opportunities.
• Deliver engaging webinars, presentations, and training sessions to enhance adviser understanding.
• Maintain accurate records of activity and pipeline management using CRM systems.

What We’re Looking For

• Previous experience in a telephone-based sales, account management or business development role within financial services.
• Knowledge of alternative investments, tax-efficient products (EIS, VCT, BPR), or private equity is an advantage.
• Strong communication and relationship-building skills, with the ability to influence and educate financial advisers.
• Self-motivated with a results-driven mindset and the ambition to progress into senior sales roles.

What’s on Offer?

• Exceptional earning potential – one of the best bonus schemes in the UK with top performers earning £100K+.
• Competitive base salary + uncapped commission structure.
• Excellent career progression, with clear routes into senior sales, field-based BDM roles or leadership.
• Hybrid working – minimum of 3 days per week in the London office.
• Training and support from industry leaders in the alternative investment space.

If you are an ambitious sales professional looking to fast-track your career in financial services while earning industry-leading rewards, we want to hear from you.

Apply today or contact us for a confidential discussion.