Accounts Manager, Client Relationship Manager in London

Location: London, hybrid working

Salary: Up to £45,000, depending on experience

Plus: Discretionary annual bonus and strong benefits package

This is an established, chartered financial planning practice providing advice to private clients, families, business owners and trustees. The firm has built a strong reputation for delivering high-quality financial planning, long-term client relationships and a professional, client-focused service. It is continuing to grow and is looking to strengthen its client support and operations team with the appointment of a Senior Client Account Manager.

This is a senior, hands-on role for an experienced Client Account Manager who is ready to step up. You will provide senior operational and administrative support to two senior financial advisers, helping ensure their client relationships run smoothly from start to finish. Alongside this, you will lead and support a small team of Client Account Managers, setting the standard for quality, communication, accuracy and client service. You will still be involved in the day-to-day work, while also helping develop the people around you.

Client & Adviser Support

• Act as the senior point of administrative support for two advisers and their clients, delivering high-quality pre- and post-sales support.
• Lead a small team of Client Account Managers / Administrators, setting the standard for quality, accuracy and client experience.
• Hold regular one-to-ones and support formal review processes.
• Identify development needs within the team and help arrange or deliver relevant training.
• Bring strong planning, coordination and anticipation to the role, ensuring workflow, deadlines, documentation and follow-up are well managed.
• Ensure strict adherence to compliance and regulatory requirements.
• Keep concise and reliable notes or minutes from relevant meetings, projects and appraisals.
• Make effective use of the firm’s CRM and client portal, ensuring client records are accurate, complete and used to deliver a proactive service.
• Apply a working knowledge of core financial products, including pensions, ISAs, investment accounts, bonds, VCTs, EIS and protection.

7-10 years’ experience within an IFA, wealth management or financial planning firm in an administration, client support or client account management role.

• A track record of supporting both clients and advisers, not just processing tasks.
• Formal line management experience would be useful, but the most important thing is a genuine appetite to lead and support others.
• Working knowledge of core financial products and relevant FCA regulation.
• Strong technical ability across Adobe, Word, Excel and Outlook.
• Confidence using CRM systems and other financial planning technology.
• Committed to delivering a high-quality client experience.
• Industry qualifications are supported and encouraged, but they are not essential for this role.

Salary up to £45,000, depending on experience

• Discretionary annual bonus based on personal and business performance
• Strong employer pension contribution
• Death-in-service cover
• Private medical insurance
• 25 days’ holiday plus bank holidays, with the option to buy additional days
• Hybrid