Senior Administrator / Account Manager

Job details

Location Esher, United Kingdom
Date Posted 22nd August 2019
Category Para Planners
Sector Investment
Retirement Planning
Salary £35,000 To £45,000 and benefits
Industry Financial Services, IFA
Education N/A
Professional Quals Diploma in Financial Planning level 4 or close to
Work Hours Full or Part time
Reference 5036
Hiring Company Recruitment Connection Ltd
Region South East
Street Address N/A


Account Manager


£35,000 To £45,000 and benefits

Full or Part Time

My client is a long established Chartered IFA practice providing sophisticated, bespoke independent financial advice and related services to private and corporate clients.

This is an important role in the business with responsibility for providing efficient professional support to the company’s Financial Advisers. As an Account Manager you be expected to develop professional relationships with colleagues, clients and product providers alike to ensure the streamlined and smooth running of the service to clients. The majority of your time will be dealing with clients of the business.

Experience within the financial services industry is essential and the skills required are as follows:

  • advanced computer skills – experience of Microsoft Word and Excel
  • experience of completing research and reports for investment and pension scenarios
  • personal drive and enthusiasm to develop knowledge and skills

This is a great opportunity for a dynamic individual looking to progress. They offer a competitive salary and attractive benefits package, with bonus potential, along with study support.

Ref: 5036

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Simon Bean is managing director of the Recruitment Connection and has been recruiting since 1985. He is a Fellow of the Institute of Recruitment Professionals (IRP).