Client Manager

Client Account Manager / Administrator / Financial Services Administrator / £40k - £44k OTE / 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.