Client Manager
Client Account Manager / Administrator / Financial Services Administrator / £40k - £44k OTE / LondonSome 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 packsManage LOAsChase providersProcess pensions, investments and protection businessKeep CRM records accurateSupport advisers and help keep client work movingWhat you''ll need:Experience in an IFA, wealth management or financial planning firmConfidence handling end-to-end admin processesStrong organisation and follow-upGood working knowledge of pensions and investmentsA calm, professional approach with clients and providersProper attention to detailWhat you''ll get:BonusIncreased pension contributionPMI+IP+CIP25 days holiday plus bank holidaysOption to buy 5 more daysThis suits someone who takes pride in getting the detail right and likes being the person people rely on.
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