Client Account Manager - London Hybrid - Up to £36k + discretionary bonus

Client Account Manager - Financial Planning

London Hybrid (2 days office / 3 days WFH)

Up to £36k + discretionary bonus

Full study support Clear pathway to Paraplanner & beyond

If you're looking for a role that genuinely shapes your career in financial planning - not just another admin job - this is it. This firm is known for developing people, promoting from within and giving ambitious individuals the support, structure and mentorship to grow into high-calibre paraplanners and future leaders.

You'll join a highly collaborative, dynamic team of high achievers who care deeply about client outcomes. It's fast-paced, supportive, and full of people who love what they do.

Why This Role Is Career-Defining

• Full study support (exams, materials, paid study time)
• A clear, structured progression route into paraplanning
• Hybrid working: 2 days in the office, 3 days from home
• A culture built on collaboration, excellence and client care
• A firm where people stay, grow and build long-term careers

This is the perfect environment if you're driven, organised and ready to take the next step in your financial planning journey.

The Role

As the key link between clients and planners, you'll ensure every piece of advice is delivered accurately on time and with exceptional care. Your work is central to the client experience.

Your day-to-day will include:

• Preparing client review packs and keeping the CRM fully updated
• Managing LOAs and liaising with providers to gather accurate information
• Processing new business across pensions, investments and protection
• Working with lifestyle modelling outputs to ensure recommendations align
• Monitoring service standards and ensuring nothing slips through the gaps
• Handling client queries with clarity, confidence and professionalism

You're the person who turns great advice into real-world outcomes.

About You

You'll likely bring:

• Experience in an IFA, wealth management or financial planning environment
• Confidence handling provider platforms, LOAs and new business end-to-end
• A solid understanding of pensions and investments (DC transfers a bonus)
• Strong organisation, follow-up and task-tracking skills
• A friendly, professional communication style
• High attention to detail and a natural sense of ownership

If you're the reliable, proactive person others depend on - you'll thrive here.

Progression & Support

This firm invests heavily in its people. You'll be supported by experienced paraplanners and planners, given structured development plans, and encouraged to grow at pace. Many of the team have progressed quickly - and you can too.

If you want a role where your organisation, care and ambition genuinely shape clients' financial futures - and your own career - this is an outstanding next step.

Send your CV to Ursula at Financial Divisions