Back to search
Private Client Account Manager (18 Month Temp)
£30,000 - £38,000 + Pension Scheme + Training + Bonus + Progression + Other Company Benefits
Ferndown, commutable from Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch
Are you an Account Manager with a background in finance seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?
Join a well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.
As part of a talented team of Chartered Accountants and Financial Planners, you'll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.
This position is ideal for an experienced Client Manager who is eager to advance their career in private wealth management. You'll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.
The Role:
* Deliver client requirements as required
* Manage individual objectives
* Meet monthly billing target
* Assist with training and development as required
* Attend networking activities
The Person:
* Account Manager/ Client Services Manager
* Financial experience
* Client Facing
* Commutable to Ferndown
Reference Number: BBBH15310
Keywords: Accounting, Client Support, Account Management, Tax, Payroll, Account Manager, Ferndown, Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.
We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.
Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.
