Financial accounts manager - career development

As a financial accounts manager, you’ll use specialist knowledge of your financial products and marketing skills to drive sales and build long-term customer relationships. Learn more about a career in this area, what it involves and what you should study and do to get a role.

Find out how you'll build skills and experience below.

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How will your financial accounts manager career progress?

Your career development in this field will be mainly driven by your experience and performance, rather than certain qualifications.

Achieving results in your job will help you move up to senior account management roles that have more responsibilities or serve high-profile clients. After significant experience, you might become a sales manager and supervise multiple accounts managers. As a senior manager, you might become a regional manager or director.

With experience you could work for yourself, using your knowledge to be an independent broker or financial adviser.

What opportunities are there for career development?

You may start your career with a graduate scheme, which will help you get a broad experience of the different types of roles.

Beyond this, on the job learning and mentoring from senior teammates is an important part of gaining experience and seniority.

You might complete professional qualifications in insurance, sales techniques or management skills. These are offered through the Chartered Institute of Marketing (CIM) and the Institute of Sales Professionals (ISP).

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