img
Permanent

Client Manager

London
money-bag 40000.00-40000.00 Annual
3085434888
Posted Today

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. ..... full job details .....

Other jobs of interest...

Brevere Group
LondonToday
money-bag60000.00-60000.00 Annual
Brevere Group
LondonToday
money-bag50000.00-50000.00 Annual
Harnham - Data & Analytics Recruitment
LondonToday
money-bag45000.00-45000.00 Annual
Brevere Group
LondonToday
money-bag60000.00-60000.00 Annual
Brevere Group
LondonToday
money-bag50000.00-50000.00 Annual
Bennett and Game
LutonYesterday
money-bag60000.00-60000.00 Annual
Ecommerce Accountants LLP
London3 days ago
money-bag50000.00-50000.00 Annual
Travel Trade Recruitment
London4 days ago
money-bag40000.00-40000.00 Annual
Blusource Professional Services Ltd
City4 days ago
money-bag35000.00-35000.00 Annual
TPF Recruitment
Richmond5 days ago
money-bag50000.00-50000.00 Annual

Perform a fresh search...

  • Create your ideal job search criteria by
    completing our quick and simple form and
    receive daily job alerts tailored to you!

Jobs. Straight to your inbox!