Client Account Manager
Job Description
Finura believe that financial planning should be seen as a profession not an industry. For that to happen we must re-articulate our value add to Clients and show them how our advice will make an improvement to their lives and why our fees should be paid. Not only that – we must combine the best technology with a human touch to deliver an experience neither approach can match in isolation.
JOB TITLE: Client Account Manager
JOB DESCRIPTION
You have worked in financial services for at least 4 years and have a proven track record in providing exceptional financial administration support. You will have a sharp understanding of the advisory process and related workflow and you are able to coordinate all necessary parties to deliver Client work in the shortest possible time frame with a minimal administrative burden. Experience of a fast pasted new business focused firm is essential along with supporting the servicing of Clients and compiling Client Annual Reviews.
You believe that all of our Clients are individuals and you will take the time needed to build personal relationships and adjust our approach as necessary to deliver a first-class service and exceptional Client experience.
Based in our City office, London, you will report directly to the Client Account Team Manager. You will use all of your experience to ensure that all aspects of your work are accurate, proactive and entirely focused on delivering the best possible Client experience.
COMPANY DESCRIPTION
Finura is a multi-disciplinary, chartered, award-winning financial planning practice for private Clients, families, business owners and trustees. We were founded in 2014 with our vision and mission centred on delivering an exceptional service and making a meaningful improvement to the lives of our Clients. Over 6 years we have organically grown to look after >1,000 Client relationships and over >£750m of Client assets. We are currently expanding both organically and via recruitment and acquisition and targeting >£1bn of assets by 2025.
Finura’s achievements have been recognised across the profession with a host of award nominations, most recently in 2020 for Money Marketing Advice Firm of the Year. Finura is also one of a select group of Financial Planning firms to have achieved Corporate Chartered status from the Chartered Institute of Insurers. We hold the Gold Standard for Independent Advice as well as being granted the Pension Transfer Gold Standard by the Personal Finance Society.
KEY RESPONSIBILITIES
- To build a strong working relationship with Finura’s Advisers in order to provide exceptional administration support in the delivery of their business strategy
- To build exceptional relationships with Finura’s Clients, ensuring consistent, effective communication allowing them to have confidence that their instructions are understood and will be delivered upon
- To be competent in all the organisations processes and procedures, including the use of internal and external systems in order to have a forward looking, can do attitude when dealing with Client instructions
- To provide administration support of the highest quality and consistency to our Advisers and Clients, delivering on Finura’s commitment to getting things right first time and reducing the administrative burden to our Clients
- To ensure that all of our processes and the Client experience is built around the use our of online Client portal and that we are using its full CRM capability to capture all relevant Client detail to provide a personalised proactive service and to miss zero advice opportunities
- To drive your own Continual Professional Development by seeking opportunities to upskill in areas that you have gaps in knowledge and work collaboratively with other team members to cross skill
SKILLS
- You are CF1 qualified and aware of all relevant FCA regulations and guidelines relating to financial services including MiFID II, GDPR & PRIIPS
- You will have a working knowledge of core financial products including pensions, ISAs,Investment Accounts, Bonds, Venture Capital Trusts, Enterprise Investment Schemes and all forms of protection
- You will have the required skills in Adobe, Word, Excel and Outlook, alongside other system specific knowledge, to create all necessary documentation, templates and reports to brand guidelines
- You must be able to get quickly up to speed with and understand the possibilities of CRM software and consider ways of getting more out of the system
CORE COMPETENCIES
- You are a self-initiated and a proactive thinker and implementer, able to deploy solutions to problems before they arise and to exploit opportunities as they are seen. You will continually seek greater efficiencies in our processes and procedures
- You have impeccable attention to detail and respect for our brand, delivering the highest standards for the work we deliver and our office environment
- You are a fantastic verbal communicator and presenter and able to keep concise minutes of relevant meetings, projects and appraisals
- Working under management direction can prioritise, plan, coordinate and drive projects to agreed milestones and timescales
- You work with the utmost discretion using impeccable judgement to share and act on management information where required
SALARY AND BENEFITS
SALARY:
• £38,000 per annum
• Annual discretionary bonus of up to 10%
GROUP PERSONAL PENSION
• Provider: Standard Life
• Contribution Level: 3% employer & 5% employee
• Optional Matching: Up to 3%
• Contribution Basis: Basic salary via salary sacrifice
• Online Portal: Provided for all members of the scheme
PRIVATE MEDICAL INSURANCE
• Provider: Vitality
• Cover: In-patient and day-patient treatment, Out-patient treatment, Advanced
Cancer Cover, Primary Care, Mental Health and more
• Hospital List: Countrywide
• Excess: £100 per claim
DEATH IN SERVICE (LIFE COVER)
• Provider: Unum
• Benefit: Four times members insured earnings*
• Insured Earnings Definition: Basic annual salary as at date of death
• Trust Status: Set up in a Master Trust
* There is no continuation of cover on leaving or retirement
PERMANENT HEALTH INSURANCE (INCOME PROTECTION)
• Provider: Unum
• Benefit: 75% of member’s insured earnings*
• Insured Earnings Definition: Basic annual salary as on the day prior to incapacity
• Deferred Period: 13 consecutive weeks
• Benefit Period: There is no maximum payment period
• Escalation Rate: RPI capped at 5% applies to the basic benefit
* There is no continuation of cover on leaving or retirement
EMPLOYEE WELLBEING
• Finura Wellbeing Monthly
• Heka Wellbeing & Experience Platform (£30pm credit)
• Bike 2 Work Scheme
PERSONAL & PROFESSIONAL DEVELOPMENT
• CII membership
• CII exams up to Level 4 Chartered*
• £500 professional grant*
* Terms & conditions apply
PHILANTHROPY
• 8 paid volunteering hours supporting cause(s) of your choice
• Charities Aid Foundation (CAF) account, allowing you to support your
charities tax efficiently via via salary sacrifice (Finura matching up to £20pm)
Finura Partners is an Appointed Representative of Evolution Wealth Network Limited who are authorised and regulated by the Financial Conduct Authority and based at Holmwood House, Broadlands Business Campus, Langhurstwood Road, Horsham, West Sussex, RH12 4QP.
Finura Partners Limited are registered in England under Companies House number 09560937, 15 Bowling Green Lane, London, England, EC1R 0BD.
Finura Partners has a strong working relationship with Antony George Recruitment, who is responsible for handling all applications associated with the vacancy. If you wish to apply, kindly submit your CV or feel free to reach out to one of the team members at Antony George Recruitment by calling 01268 669313 or emailing finura@antonygeorge.com in case you have any questions before proceeding with your application.