Job Title: Client Account ManagerIndustry: Financial PlanningLocation: CaerphillySalary: £27,000 - £30,000Job Reference: 9471Job 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 providersPrepare documents for client meetingsProcess top up applicationsCheck accuracy of all documents before issuing to clientsSupport in gathering fees required from clientsMaintain back office systemBenefits:Salary of £27,000 - £30,000Hybrid working after probation25 days holiday + BHGreat exposure to Financial Planning industryHealth and wellbeing benefitsDISPension contributionBirthday offCharity daysSkills and experience required:Requires prior experience in a similar role.Strong administration dutiesExcellent communication skills, both written and verbalExperience with Intelligent Office (IO) is preferred but not essential.