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Role Highlights:
- Competitive salary: £33,000 - £37,000
- Hybrid working: 3 days in-office, 2 days WFH (Monday is always WFH; office days are flexible weekly)
- First two weeks: 4 days in-office for training
- Bonus: Up to 10% annually (7-8% typical)
- Full suite of benefits (detailed below)
- Clear pathway into paraplanning (minimum 3 years in admin; training support via Benchmark Academy post-probation)
Job Title:Client Account Manager
About Our Client:They are a multi-disciplinary, chartered, and award-winning financial planning practice founded in 2014. They provide tailored advice to private clients, families, business owners, and trustees. Today, they manage over 1000 client relationships and more than £400 million in client assets, with an ambitious goal of reaching £2 billion by 2030.
Their commitment to excellence has earned them multiple award nominations, including Money Marketing Advice Firm of the Year, and Corporate Chartered Status from the Chartered Insurance Institute. They also hold the Gold Standard for Independent Advice and the Pension Transfer Gold Standard from the Personal Finance Society.
Their culture is at the heart of everything they do. Team members describe it in three words: family, fun, fast-paced. They foster an environment where people feel supported, empowered, and challenged and are growing in a structured way that retains the cultural identity while offering opportunities for progression.
The Client Account Management (CAM) team consists of 9 Client Account Managers, supported by a dedicated team of 5 Paraplanners and over 20 advisers. The wider business is currently transitioning into a hub structure where CAMs are aligned to pods consisting of two experienced advisers.
Key Responabilities:
- Build strong working relationships with Finura Advisers and Clients
- Provide high-quality financial administration and client servicing
- Understand and manage advisory processes with minimal administrative burden
- Leverage CRM and client portal technology to deliver seamless client experiences
- Continually seek process efficiencies and service improvements
Required Skills & Experience:
- Minimum 4 years in financial services
- Familiarity with new business processing and client servicing
- Experience in fast-paced environments
- Knowledge of FCA regulations (MiFID II, GDPR, PRIIPs)
- Working knowledge of pensions, ISAs, bonds, VCTs, EIS, and protection products
- Proficient in Word, Excel, Outlook, Adobe, and CRM platforms
Desirable Compentencies:
- Self-starter with a proactive, solution-oriented approach
- Strong communication and coordination skills
- High attention to detail and brand integrity
- Able to manage projects and work with discretion
Salaru & Benefits:
- Salary: £33,000-£37,000
- Discretionary annual bonus up to 10%
- Private Medical Insurance (Vitality)
- Group Pension (Standard Life, with optional matching)
- Income Protection & Life Cover (Unum)
- 8 paid volunteering hours per year
- Heka Wellbeing credit (£30/month)
- CII Membership and exam support post-probation
- Discounts on will writing and mortgage consultancy services
- Annual flu jab, eye screening and contribution to glasses
Working Hours: Monday to Friday, 9:00am to 5:30pm
Location: London (City Office)
