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.