A dynamic wealth management firm is seeking a proactive and detail-oriented Client Account Manager to join their collaborative team. This pooled role supports a range of advisers and administrators, ensuring seamless delivery of client reviews, documentation, new business processing, and compliance liaison.

Key Responsibilities:

• Manage annual reviews and complex charges data
• Prepare files before and after client meetings
• Liaise across teams to execute workflow tasks
• Oversee documentation via portal systems and DocuSign
• Ensure database accuracy and contribute to fee resolution

• 1-2 years in financial services admin or sales support
• Progression toward a financial planning diploma (preferred)
• Tech-savvy with MS Office, Teams, and CRM systems
• Organised, client-focused and a true team player

• Competitive salary & benefits package
• Professional development support
• Flexible hybrid working
• A supportive, people-first environment