Client account manager

Description, duties, responsibilities

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 [email protected] 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.

Other benefits

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.

Personality requirements and skills

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.