Client Account Manager

Job Title: Client Account Manager

Industry: Financial Planning

Location: Caerphilly

Salary: £27,000 - £30,000

Job Reference: 9471

Job Description:

Recruit UK is working on an excellent opportunity for an Client Account Manager in Caerphilly.

Our client is a successful Wealth Management firm in Caerphilly, who are looking to bring on an administrator to cover an 18 month contract. They work with high net worth clients across South Wales, offering a wide variety of financial planning, including investments, pensions, protection and more!

Duties will include but not limited to:

• Liaise with clients and product providers
• Prepare documents for client meetings
• Process top up applications
• Check accuracy of all documents before issuing to clients
• Support in gathering fees required from clients
• Maintain back office system

Benefits:

• Salary of £27,000 - £30,000
• Hybrid working after probation
• 18 month FTC
• 25 days holiday + BH
• Great exposure to Financial Planning industry
• Health and wellbeing benefits
• DIS
• Pension contribution
• Birthday off
• Charity days

Skills and experience required:

• Requires prior experience in a similar role.
• Strong administration duties
• Excellent communication skills, both written and verbal
• Experience with Intelligent Office (IO) is preferred but not essential.

About Recruit UK:

As specialists in financial services recruitment, we bring unique expertise, insight, and connections, whether you are looking for a new job or are trying to fill a role. We have a reach of more than 100,000 financial services connections. Right now, Recruit UK is pleased to be working with a Financial Planning firm, looking for an Administrator

Our commitment to you:

• Recruit UK embraces equality, diversity and inclusion and will seek to promote their benefits in all of its business activities.
• Start every journey with a conversation to find out about you in-depth.
• Provide honest feedback on where you fit in the jobs market.
• Use our network across the financial world to match you to your perfect position. Or if we think you already have it, we’ll tell you.
• Take a holistic mindfulness approach - career happiness is rarely just about the money.
• Cover the whole of the UK with a local touch through our regional teams.
• Never pester you.

Additional information:

Please note that due to the volume of applications we receive, you will be contacted within 7 working days if your application has been successful. If you have not received communication during this period, please assume your application has been unsuccessful on this occasion. We may however retain your information in connection with future opportunities, should they be suitable to your skills and experience.