Client Manager
other jobs losa ltd
Added before 1 Days
- England,London,City of London
- Full Time, Permanent
- £40,000 - £44,000 per annum
Job Description:
Client Account Manager / Administrator / Financial Services Administrator / £40k - £44k OTE / London
Some 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 packs
*Manage LOAs
*Chase providers
*Process pensions, investments and protection business
*Keep CRM records accurate
*Support advisers and help keep client work moving
What you’ll need:
*Experience in an IFA, wealth management or financial planning firm
*Confidence handling end-to-end admin processes
*Strong organisation and follow-up
*Good working knowledge of pensions and investments
*A calm, professional approach with clients and providers
*Proper attention to detail
What you’ll get:
*Bonus
*Increased pension contribution
*PMI+IP+CIP
*25 days holiday plus bank holidays
*Option to buy 5 more days
This suits someone who takes pride in getting the detail right and likes being the person people rely on.
Some 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 packs
*Manage LOAs
*Chase providers
*Process pensions, investments and protection business
*Keep CRM records accurate
*Support advisers and help keep client work moving
What you’ll need:
*Experience in an IFA, wealth management or financial planning firm
*Confidence handling end-to-end admin processes
*Strong organisation and follow-up
*Good working knowledge of pensions and investments
*A calm, professional approach with clients and providers
*Proper attention to detail
What you’ll get:
*Bonus
*Increased pension contribution
*PMI+IP+CIP
*25 days holiday plus bank holidays
*Option to buy 5 more days
This suits someone who takes pride in getting the detail right and likes being the person people rely on.
Job number 3527707
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