Job Description
Client Account Manager / Administrator/ Financial Services Administrator/£40k/London
Some firms say client service matters.
This role is where that actually gets delivered.
I’m recruiting for a financial planning business looking for a Client Account Manager / Administrator who can keep the wheels turning across reviews, new business, provider chasing, and day-to-day client support.
You’ll need to know your way around financial planning admin already.
This is not an entry-level role.
What you’ll do:
* Prepare review packs
* Manage LOAs
* Chase providers
* Process pensions, investments and protection business
* Keep CRM records accurate
* Support advisers and help keep client work moving
What you’ll need:
* Experience in an IFA, wealth management or financial planning firm
* Confidence handling end-to-end admin processes
* Strong organisation and follow-up
* Good working knowledge of pensions and investments
* A calm, professional approach with clients and providers
* Proper attention to detail
What you’ll get:
* Bonus
* Increased pension contribution
* PMI+IP+CIP
* 25 days holiday plus bank holidays
* Option to buy 5 more days
This suits someone who takes pride in getting the detail right and likes being the person people rely on.