Account Manager (WDC) in Birmingham

Location: UK regions (including Birmingham, Essex, Southwest London, Manchester, Liverpool, Edinburgh)

Job type: Full time / Permanent

Start date: Q1 & Q2 2026 (preferably ASAP)

Salary: TBD (negotiable dependent upon experience)

We are building the nation's premier wealth management team by uniting top-tier talent with world-class partners to deliver the best client experience. Through our unique WDC programme, we provide a 'one-stop' solution for accountants, helping them unlock new revenue streams and build long-term capital value within their practices.

If you are a confident, detail-oriented individual who brings a "can-do" energy to everything you do, this is your moment. We are looking for enthusiastic Account Managers to join our vibrant team and support our Wealth Managers in delivering exceptional client service and experience. This is an excellent opportunity for early-career professionals with 1-4 years' experience in Financial Services who are looking to develop within a fast-paced, dynamic and supportive environment.

In this role, you will act as a central coordination point for data, reporting, and account administration, ensuring that our Wealth Managers have accurate, timely insights to support decision-making, client engagement, and commercial growth. This position requires strong organisational skills, attention to detail, and confidence to collaborate with cross-functional teams including Business Development, Operations, Investment, Dealing and Compliance teams.

We are expanding across England and welcome applications from talents in Birmingham, Essex, Southwest London, Manchester, Liverpool, Edinburgh and beyond.

Skills & Requirements

• Hard working
• Ability to work independently and as part of a team
• Detail orientated with a high degree of integrity
• Excellent time management skills
• Strong communication skills
• Capability to prioritize tasks in order to meet deadlines
• Analytical thinking
• Dynamic presentation skills
• Client centricity
• Proficiency in Microsoft Suite (Word, Excel, PowerPoint)
• Previous industry related experience preferred, but not essential
• Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements, desirable
• Experience using CRM system, preferable
• Minimum qualification: GCSEs or A-levels; degree-level education preferred
• 1 - 4 years' experience in administrative roles in Financial Services

The Role

• Provide administrative support to Wealth Managers / Financial Planners.
• Serve as main point of contact for all account management and financial planning administrative matters.
• Maintain existing accounts and assist with the implementation of new accounts.
• Assist managers with training of clients and colleagues from time-to-time.
• Prepare bespoke investment proposals for potential and existing clients.
• Arrange investment order books and enter bulk trades for Credo’s model portfolios.
• Deal with a variety of client queries under supervision.
• Manage daily portfolio administration on behalf of Wealth Managers, including monitoring of credit inflows and debit cash balances, responding to corporate action notices and rebalancing of client portfolios to their agreed mandates.
• Prepare and review monthly marketing documents sent out to clients. Maintain high-risk asset approval list.
• Assist Wealth Managers with other ad-hoc projects, including monthly and yearly compliance reporting and performance reviews.
• Remain current on the firm’s products, services, policies, procedures and system applications.
• Collate valuations, reports, and other materials for client meetings.
• Communicate the progress of monthly/quarterly initiatives to internal and external stakeholders.
• Collaborate with sales team to identify and grow opportunities within territory.
• Assist with challenging client requests or issue escalations as needed.
• Such other activities that may reasonably be required.

Application process

• Please complete the multiple-choice questionnaire and upload your CV.
• This advert will remain open until all positions have been filled, we encourage you to apply early to avoid disappointment.
• Shortlisted candidates may be invited to answer a few questions via video recording before the first and second interview stages.
• Candidates must be based, and eligible to work in the UK.
• No recruitment agencies, please.
• We are committed to an inclusive hiring process and welcome applicants from all backgrounds. If you need any reasonable adjustments, please tell us.

About Credo and the Anchor Group

Since 1998, Credo has been helping clients grow their wealth from our offices in the UK and South Africa. We are all about long-term success and building real trust through personal service. We are proud of our ability to create successful partnerships by doing business in a way that best suits our clients. Anchor is a fast-moving, entrepreneurial firm that knows how to adapt to a shifting market. We offer everything from wealth and asset management to custom investment solutions for individuals and big institutions. We are built to be agile, making sure our clients stay ahead of the curve.

The Power Couple – The Credo and Anchor partnership creates a global investment powerhouse with over £12 billion in assets. By combining Credo’s international reach with Anchor’s growth-focused mindset, we are giving our clients more investment options and global scale than ever before.

Why join us?

If you are successful, you won’t just get a new job, you will go beyond the traditional role to become a strategic planner. We actively invest in our talent’s future through professional certifications and continuous expert development, ensuring that our workforce remains at the forefront of the financial world. If you are ready to boost and make a real impact in your professional career, hit Apply for this job now!