Financial Planning Account Manager

ZipRecruiter; London; Hybrid; GBP 34,000 - 40,000; Full time

Job summary

An independent advisory practice is seeking a dedicated Account Manager to join their dynamic team. This role focuses on financial planning, working closely with FP Directors to deliver exceptional service to clients in the media and creative industries. The firm promotes a collaborative and sociable culture, offering a hybrid working model that balances office and remote work. With a strong emphasis on career development, this is a fantastic opportunity for individuals looking to grow within a supportive environment. If you're passionate about helping clients achieve their financial goals, this role could be your next exciting challenge.

Benefits

25 days of annual leave

5% matched pension

Private medical insurance

Attractive bonus structure

Qualifications

• Passion for financial planning and client service.
• Ability to collaborate with FP Directors.

Responsibilities

• Provide exceptional financial planning services.
• Cultivate strong client relationships.
• Assist in managing client funds and investments.

Skills

Financial Planning

Client Relationship Management

Investment Management

Collaboration

Job description

Job Description

Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market.

We are a forward-thinking advisory firm that has experienced substantial growth over the past 3-4 years. With approximately 30 talented professionals and over £500 million in client funds under management, we take pride in delivering a top-tier working environment and a client-centric approach that emphasizes service and lifestyle.

Why Join Our Team?

Company Culture: Our team embodies professionalism, collaboration, and sociability.

Hybrid Working Model: Our innovative hybrid workweek, from Monday to Thursday in the office and Fridays from home, fosters a positive and productive work environment for all.

Career Development: While we don't prescribe a rigid career path, we actively promote the advancement of high-caliber individuals. Many of our team members, including our Head of Account Management, began in standard support roles and have risen through the ranks.

The Role: Account Manager

We are in search of an Account Manager to join our team. This role is essentially a financial planning position, working closely alongside one of our FP Directors. If you are a professional, a dedicated team player, and enjoy a social work environment, you may be an ideal fit for our team.

Key Responsibilities:

Collaborate closely with FP Directors to provide exceptional financial planning services.

Cultivate and maintain strong client relationships within our niche market.

Assist in managing client funds and investments.

Continuously develop your financial planning skills.

Qualifications and Benefits:

Salary Range: £34,000 to £40,000

Attractive bonus structure

25 days of annual leave

5% matched pension

Private medical insurance and more

If you are enthusiastic about contributing your expertise to a thriving team and helping our clients achieve their financial goals, we encourage you to apply. Join our journey and become part of an exciting endeavor in the world of financial advisory.