Client account manager

Job reference
1B9C5BE4
Location
London, London, United Kingdom
Start date
05/12/2023
Sector(s)
Administration & underwriting jobs / IFA jobs / Other jobs
Contract type(s)
Full time
Salary
£30,000-£38,000
Date posted
06/10/2023

Job Description: If you have a minimum of 4 years' experience in financial services, a knack for exceptional financial administration support, and a solid understanding of the advisory process, we want you on our team. At Finura, we value efficiency, client satisfaction, and a commitment to improving lives through financial planning.

Key Responsibilities: As a Client Account Manager, your duties include:

  • Providing outstanding administration support to our Advisers, ensuring efficient workflows.
  • Cultivating strong relationships with our clients, fostering trust and effective communication.
  • Mastering our internal processes, including our online Client portal, to enhance client experiences.
  • Maintaining adherence to relevant FCA regulations, including MiFID II, GDPR, and PRIIPS.
  • Demonstrating proficiency in core financial products.
  • Utilizing software tools such as Adobe, Word, Excel, and CRM systems effectively.

About Finura Financial: Finura is an award-winning, chartered financial planning practice serving private clients, families, business owners, and trustees. Established in 2014, we've grown organically to manage over £750 million in client assets and 1,000+ client relationships. We're committed to providing exceptional service and aim to reach £1 billion in assets by 2025.

Application Process: Please submit your CV or contact Antony George Recruitment at finura@antonygeorge.com or 01268 669313 for inquiries before applying. 01268 669313 for inquiries

Join Finura Financial in reshaping financial planning as a profession and making a positive impact on our clients' lives.

Salary & Benefits:

  • Annual Salary: £38,000.
  • Annual discretionary bonus of up to 10%.
  • Group Personal Pension: Standard Life, 3% employer, and 5% employee contributions.
  • Private Medical Insurance: Vitality, comprehensive coverage.
  • Death in Service (Life Cover): Unum, four times insured earnings.
  • Permanent Health Insurance (Income Protection): Unum, 75% of insured earnings.
  • Employee Wellbeing: Monthly Wellbeing program.
  • Professional Development: CII membership, Level 4 Chartered exams, £500 professional grant.
  • Philanthropy: 8 paid volunteering hours and charitable support via salary sacrifice.

Core Competencies:

  • Proactive problem-solving and efficiency-driven mindset.
  • Impeccable attention to detail and respect for our brand.
  • Strong verbal communication skills and effective minute-taking abilities.
  • Project coordination and time management.
  • Discretion and sound judgment when handling sensitive information.
Antony George Recruitment
Company
Antony George Recruitment
Phone
01268669313