Job Description
Wealth Management experience essential
Hybrid working available (2 days in office)
Our client, a highly respected Chartered Wealth Management firm, is currently seeking a highly capable and proactive Client Account Manager to support 1–3 Financial Advisers.
This is an opportunity to join a collaborative, forward-thinking team where client service and precision are at the heart of everything they do. You’ll play a vital role in ensuring a seamless client experience, managing day-to-day enquiries, coordinating planning tasks, and overseeing investment and administration processes.
Key Responsibilities:
Act as a key point of contact for client and adviser queries—proactively supporting and triaging requests.
Coordinate tasks across admin, paraplanning, and advisory teams including new business, LOAs, annual reviews, and charge data.
Take ownership of Annual Review processes, including updating financial plans and cashflow modelling using VoyantGo.
Assist with complex cost disclosures and ensure efficient completion of investment and pension contributions.
Perform investment administration tasks such as fund apportioning, rebalancing, approving fees, and managing quarterly reporting.
Support future diary management initiatives for advisers and associated client schedules.
Manage digital paperwork via DocuSign, check documentation, and collaborate with the Central Admin unit to resolve unallocated fees.
About You:
Professional, punctual, and well-presented, with excellent communication skills.
A minimum of 2–3 years' experience in Financial Services Administration or Sales Support, essentially within Financial Planning/Wealth Management.
Progressing toward the Diploma in Regulated Financial Planning, ideally with one or two modules already completed.
Technologically proficient, with strong knowledge of Microsoft Office, particularly Word, Excel, and Outlook.
Familiarity with Intelligent Office and exposure to financial planning tools such as Analytics Portfolio Builder and cashflow systems (desirable but not essential).
Comfortable in a fast-paced, evolving role and keen to take ownership of varied responsibilities as the team continues to grow.
Why Join?
This role offers an excellent opportunity for someone who thrives on variety, enjoys supporting a team of high-performing advisers, and is looking to build a long-term career within a reputable wealth management environment. You’ll be part of a supportive team that values initiative, personal development, and high-quality client service.
CV to Jim at Financial Divisions