Client Account Manager / Administrator

Financial planning with our client, starts with people, not products.

This role keeps that promise real for clients every day.

They helps clients feel clear, confident and in control of their future through proper financial planning, wealth management and lifestyle modelling. Money is always a means, never the end. The focus is on understanding how clients think and feel about wealth, then building plans that support the life they want, not just the portfolio they hold.

Over 90% of clients say they would recommend them, trust their planner and feel confident in the advice they receive. Your job is to help keep it that way.

The role

You will sit at the heart of the client journey, supporting planners and acting as a steady point of contact for clients.

Typical day to day work will include

• Preparing client review packs and keeping the CRM fully up to date
• Managing LOAs, chasing providers and making sure information is complete and accurate
• Processing new business across pensions, investments and protection
• Working with lifestyle modelling outputs so paperwork and recommendations match what has been agreed with the client
• Monitoring agreed service standards and making sure nothing slips thr…