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| Job Location | London |
| Education | Not Mentioned |
| Salary | 30,000 - 35,000 per annum |
| Industry | Not Mentioned |
| Functional Area | Not Mentioned |
| Job Type | Permanent , full-time |
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. The role will be offered with a Hybrid working pattern.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 clients riskand adviser instructions. You will also prepare fact find, valuations and client meeting packs. Preparation of quotes and illustrations.The role has lots of scope to develop and would be suited to an experienced IFA Administrator who has started their RO exams or looking to start as Company provides full study support and progression. If you enjoy playing a pivotal role with various functionsin the business, this could be the perfect opportunity for you.You must have excellent communication skills, working towards your diploma qualification and ideally have some experience using Intelligent Office or Xplan but not essential. This is a fantastic opportunity for someone who is looking for a varied role withinWealth Management.Please send your CV to Ursula Sloan at Financial Divisions