Telephone Account Manager

Position: Telephone Account Manager (Permanent)
Location: Haighton Top

Telephone Account Manager

Key Partnerships | Part of Key Group

Location:

Preston (Hybrid)
Salary: £28,000 + plus monthly bonus (up to £175)

Key Partnerships is the intermediary arm of Key Group - a leading provider of Later Life Lending solutions. We support Mortgage Advisers, IFAs and other financial professionals in helping their clients enjoy a better retirement.

We're looking for a Telephone Account Manager (TAM) to deliver exceptional service to our introducers, drive activity across core KP metrics, and help grow our partner network. If you enjoy building relationships, working to targets and being part of a fast‑paced team, this is a fantastic opportunity to develop your career in financial services.

What you'll be doing

Achieve and exceed targets across enquiries, booked appointments and attended appointments
Deliver excellent inbound and outbound service to introducers and customers
Handle new introducer calls and promote the full Key Partnerships proposition
Respond to inbound enquiries professionally and efficiently
Complete onboarding calls and ensure all FCA checks and CRM records are accurate
Support business development activity, including outbound calls to new joiners and follow‑ups on marketing campaigns
Create strong sales opportunities for Partnership Account Managers and Self‑Employed Advisers

Who we're looking for

Confident communicator who enjoys speaking with a wide range of introducers
Proactive, target‑driven and comfortable in a fast‑paced environment
Strong organisational skills with high attention to detail
Positive, resilient, relationship‑builder
Experience in account management, telesales or customer service is helpful but not essential - attitude and energy matter most

Our ASPIRE Values

We look for people who live our values every day:
Ambitious, Supportive, Personal, Integrity‑led, Responsive, Expert

Benefits

23 days holiday, rising to 28 days with service
1 Wellbeing Day + 1 Charity Day
Ability to purchase up to 5 additional holidays
5% employee / 8% employer pension
Simply Health healthcare
Life Assurance (4x salary)
Long service awards
Retailer discount portal
Genuine development and progression opportunities
Hybrid working model

Ready to grow your career?

Join a supportive team where your work helps introducers deliver life‑changing Later Life Lending advice to their clients.

Apply today and make a real impact at Key Partnerships