Account Manager (WDC) in London

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. You will ensure that our Wealth Managers have accurate, timely insights to support decision‐making, client engagement and commercial growth. The position requires strong organisational skills, attention to detail, and confidence to collaborate with cross‐functional teams including Business Development, Operations, Investment, Dealing and Compliance.

Responsibilities

• Provide administrative support to Wealth Managers / Financial Planners.
• Serve as the 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 the 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 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 the sales team to identify and grow opportunities within the territory.
• Assist with challenging client requests or issue escalations as needed.
• Perform other activities that may reasonably be required.

Qualifications & Skills

• 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 prioritise tasks to meet deadlines.
• Analytical thinking.
• Dynamic presentation skills.
• Client centricity.
• Proficiency in Microsoft Office 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 systems preferable.
• Minimum qualification: GCSEs or A‐levels; degree‐level education preferred.
• 1–4 years' experience in administrative roles in Financial Services.
• Legal eligibility to work in the UK.

We are committed to an inclusive hiring process and welcome applicants from all backgrounds. If you need any reasonable adjustments, please let us know.