Client Account Manager - Financial PlanningLondon Hybrid (2 days office / 3 days WFH)Up to £36k + discretionary bonusFull study support Clear pathway to Paraplanner and beyondIf you''re looking for a role that genuinely shapes your career in financial planning - not just another admin job - this is it. This firm is known for developing people, promoting from within and giving ambitious individuals the support, structure and mentorship to grow into high-calibre paraplanners and future leaders.You''ll join a highly collaborative, dynamic team of high achievers who care deeply about client outcomes. It''s fast-paced, supportive, and full of people who love what they do. Why This Role Is Career-DefiningFull study support (exams, materials, paid study time)A clear, structured progression route into paraplanningHybrid working: 2 days in the office, 3 days from homeA culture built on collaboration, excellence and client careA firm where people stay, grow and build long-term careersThis is the perfect environment if you''re driven, organised and ready to take the next step in your financial planning journey. The RoleAs the key link between clients and planners, you''ll ensure every piece of advice is delivered accurately on time and with exceptional care. Your work is central to the client experience.Your day-to-day will include:Preparing client review packs and keeping the CRM fully updatedManaging LOAs and liaising with providers to gather accurate informationProcessing new ..... full job details .....