Job Title: Client Account Manager Industry: Financial Planning Location: Caerphilly Salary: £27,000 - £30,000 Job Reference: 9471 Job Description: Recruit UK is working on an excellent opportunity for an Client Account Manager in Caerphilly. Our client is a successful Wealth Management firm in Caerphilly and work with high net worth clients across South Wales, offering a wide variety of financial planning, including investments, pensions, protection and more Duties will include but not limited to: Liaise with clients and product providers Prepare documents for client meetings Process top up applications Check accuracy of all documents before issuing to clients Support in gathering fees required from clients Maintain back office system Benefits: Salary of £27,000 - £30,000 Hybrid working after probation 25 days holiday BH Great exposure to Financial Planning industry Health and wellbeing benefits DIS Pension contribution Birthday off Charity days Skills and experience required: Requires prior experience in a similar role. Strong administration duties Excellent communication skills, both written and verbal Experience with Intelligent Office (IO) is preferred but not essential.