Client Account Manager

Full-time
London, London
£30,000 – £35,000
Published 2 months ago

Job Description

The purpose of this role is to act as a Financial Administrator and Client Account Manager within the business and provide pre and post-sales support to the financial advisers and clients alike.

Duties and Responsibilities:

  • To build a strong working relationship with Finura’s Advisers and provide exceptional administration support in delivering their business strategy.
  • To build exceptional relationships with Finura’s clients, ensuring consistent, effective communication that allows them to have confidence that their instructions are understood and will be delivered.
  • Competent in all the organisation's processes and procedures, including the use of internal and external systems, to have a forward-looking, can-do attitude when dealing with client instructions.
  • To provide the highest-quality and most consistent administration support to our Advisors and clients, delivering on Finura’s commitment to getting things right the first time and reducing the administrative burden on our clients.
  • To ensure that all of our processes and the client experience are built around the use of our online Client portal and that we are using its full CRM capability to capture all relevant client details to provide personalised, proactive service and to miss zero advice opportunities.
  • To drive your own Continuous Professional Development, you will seek opportunities to upskill in areas where you have gaps in knowledge and collaborate with other team members to cross-skill.

Package Details

The successful candidate for this role will receive a basic salary in the region of - £35,000. Finura is also happy to pay a higher salary for experience and outstanding behaviours, someone who totally understands what going above and beyond means, someone who thinks of the next steps and is used to managing a busy to-do list whilst being able to switch direction according to the needs of the business.

Other benefits include:

  • Discretionary annual bonus usually of approx. 10% of your salary.
  • Pension Contributions of up to 8%
  • 4x Death in service cover
  • Private Medical Insurance through Vitality
  • Permanent Health Insurance (income protection)
  • 25 days holiday.
  • Heka is a personal wellbeing and experience platform.
  • Business charity days
  • Support towards further industry-recognised qualifications and professional

development will be supported. Both study and financial support.

  • Cycle to work scheme
  • Working from home and flexible working are options for this role. Ideally, you will spend three days a week in the office and two days at home.

The company:

Finura was founded in 2014 with a vision to be the most highly referred

name in financial services, delivering exceptional client service from start to

finish. In under 5 years, they have been recognised and awarded no less than 10 times by their peers.

To create the best financial planning firm in the country, they have combined broad advice permissions, efficient compliance, and cutting-edge technology at a highly competitive cost.

In addition, in partnership with Schroders, they have access to the award-winning global and institutional expertise of one of the world’s largest private investment houses. They work collaboratively to create a real-time house view on global economics, which keeps clients abreast of relevant factors that may impact plans. Leaning on cutting-edge behavioural finance research and using Lifestyle and Cash Flow modelling software, they see our job as empowering clients to make better financial decisions.

The Ideal Employee:

Skills

  • To be 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 and other system-specific knowledge to create all necessary documentation, templates and reports to brand guidelines.
  • You must be able to quickly learn about and understand the possibilities of CRM software and consider ways to get more out of it.

Competencies

  • You are self-initiated, enthusiastic, and a proactive thinker and implementer. You can deploy solutions to problems before they arise and exploit opportunities as they arise.
  • Keen to learn
  • Adaptable, flexible and intuitive
  • 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 you can 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 judgment to share and act on management information where required.

 

Job Information

Category Financial Administration
Reference JOB-1706
Benefits Discretionary annual bonus usually of approx. 10% of your salary.Pension Contributions of up to 8%4x Death in service coverPrivate Medical Insurance through VitalityPermanent Health Insurance (income protection)25 days holiday.Heka is a personal wellbeing and experience platform.Business charity daysSupport towards further industry-recognised qualifications and professional
Created Published 2 months ago
Location
Consultant Information Lewis Byford lewis@antonygeorge.com 01268 669313