Client Account Manager - Wealth Management - London - Hybrid - Salary up to £35k + study support

Financial Divisions; London; Hybrid; GBP 30,000 - 45,000; Full time

Job summary

A dynamic wealth management firm is seeking a proactive Client Account Manager to join their team in London. The role involves managing client reviews, documentation, and compliance tasks. The ideal candidate has 1-2 years of financial services experience and is proficient with MS Office and CRM systems. The position offers a competitive salary, professional development support, and flexible hybrid working arrangements.

Benefits

Competitive salary & benefits package

Professional development support

Flexible hybrid working

Supportive environment

Qualifications

• 1-2 years in financial services admin or sales support experience.
• Progression toward a financial planning diploma is preferred.
• Tech-savvy with MS Office, Teams, and CRM systems.

Responsibilities

• Manage annual reviews and complex charges data.
• Prepare files before and after client meetings.
• Liaise across teams to execute workflow tasks.
• Oversee documentation via portal systems and DocuSign.
• Ensure database accuracy and contribute to fee resolution.

Skills

Financial services administration

Sales support

Tech-savvy

Organised

Client-focused

Team player

Education

Progression toward a financial planning diploma

Tools

MS Office

Teams

CRM systems

Job description

A dynamic wealth management firm is seeking a proactive and detail-oriented Client Account Manager to join their collaborative team. This pooled role supports a range of advisers and administrators, ensuring seamless delivery of client reviews, documentation, new business processing, and compliance liaison.

Key Responsibilities:

• Manage annual reviews and complex charges data
• Prepare files before and after client meetings
• Liaise across teams to execute workflow tasks
• Oversee documentation via portal systems and DocuSign
• Ensure database accuracy and contribute to fee resolution

Your Profile:

• 1-2 years in financial services admin or sales support
• Progression toward a financial planning diploma (preferred)
• Tech-savvy with MS Office, Teams, and CRM systems
• Organised, client-focused and a true team player

What's On Offer:

• Competitive salary & benefits package
• Professional development support
• Flexible hybrid working
• A supportive, people-first environment

Please send your CV to Ursula at Financial Divisions