Telephony Account Manager (Holistic)

Contract Type:  Permanent 

Location: Edinburgh 

Working style: Hybrid 50% home/office based 

 Salary and benefits: Competitive basic, plus on target bonus and group scorecard bonus, private medical cover and life cover plus income protection, as well as contribution matched pension up to 14% 

Join Our Team as a Telephony Account Manager (Wealth and Workplace) at Royal London 

At Royal London, our mutual status underpins the long-standing partnerships we’ve built across the UK financial advice market. Our Distribution team plays a key role in maintaining and developing these relationships, whilst also identifying new opportunities to grow our presence - ensuring our wealth and workplace propositions are delivered effectively across all relevant channels.

We are seeking a motivated and relationship-focused Telephony Account Manager to join our Distribution team. This business-to-business role involves working closely with financial adviser firms to support the growth of their wealth and workplace pension business with Royal London, alongside driving new business opportunities.

You will be part of a collaborative, high-performing team with a strong focus on coaching, knowledge-sharing and continuous development. The role is integral to delivering our distribution strategy, broadening and deepening our reach, enhancing adviser engagement, and generating sustainable growth to strengthen Royal London’s position as a trusted provider of high-quality, client-focused solutions.

If you bring a customer-focused mindset and experience in building strong professional relationships (within financial services or beyond), we would love to hear from you.

If you’re interested in this role but do not meet every requirement, we would still encourage you to apply. We value potential and transferable skills, your unique experiences and perspectives could be a great addition to our team 

Key Responsibilities 

• Develop and implement a strategy plan to achieve new business objectives from a diverse range of financial advice firms. 

• Deliver engaging presentations to intermediaries, promoting new and existing opportunities while fostering strong business relationships. 

• Identify and promote new sales opportunities through various channels, ensuring a smooth, efficient, and professional sales process for advisers. 

• Adhere to Royal London's sales process and compliance reporting requirements, maintaining competent status and effectively managing and mitigating business risks. 

About You 

• Experience in intermediary business-to-business sales within financial services, preferably wealth products and propositions. 


• Entrepreneurial spirit and a self-starter who looks for opportunity

• Working towards or holding Diploma Level 4 qualification specific to CII or LIBF or equivalent. 

• Proficiency in technology used by advisers, including research and analysis systems, platforms, and model portfolio services. 

• Ability to discuss and debate industry issues, technical and legislative updates competently and influentially with all levels of stakeholders, including company directors. 

• Knowledge of our and competitor propositions is advantageous. 

• Excellent communication and influencing skills, with the ability to develop relationships internally and externally. 

• Strong problem-solving and decision-making skills. 

• Demonstrable continuous improvement skills and experience. 

About Royal London 

We’re the UK’s largest mutual life, pensions and investment company, offering protection, long-term savings and asset management products and services.    

Our People Promise to our colleagues is that we will all work somewhere inclusive, responsible, enjoyable and fulfilling. This is underpinned by our Spirit of Royal London values; Empowered, Trustworthy, Collaborate, Achieve.  

We've always been proud to reward employees by offering great workplace benefits such as 28 days annual leave in addition to bank holidays, an up to 14% employer matching pension scheme and private medical insurance. You can see all our benefits here - Our Benefits   

Inclusion, diversity and belonging  

We’re an Inclusive employer. We celebrate and value different backgrounds and cultures across Royal London. Our diverse people and perspectives give us a range of skills which are recognised and respected – whatever their background.