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Accountancy Divisions
,
London, Greater London
Client Account Manager - Wealth Management
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Job Type: Full-time |
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Salary: £30,000 per annum |
Overview
Client Account Manager - Wealth Management London £30-40k bonus Well established and highly regarded Wealth Management Firm based in London are looking for a Client Account Manager to join their sociable and dynamic team. Key responsibilities will be Account Management, managing client accounts on various platforms, liaising with clients and producing annual reviews and investment administration. You will be responsible for apportioning funds in accordance with client’s risk and adviser instructions. You will also prepare fact find, valuations and client meeting packs. Preparation of quotes and illustrations. You must have excellent communication skills, working towards your diploma qualification and ideally have some experience using Intelligent Office and FE Analytics. This is a fantastic opportunity for someone is working towards being a Chartered Financial Planner and has experience of various platforms. Please send your CV to Ursula Sloan at Financial Divisions