Client Manager

Job in Greater London, London, Greater London, W1B, England, UK

Listing for: Antony George Recruitment

Full Time position
Listed on 2026-03-13

Job specializations:

Finance & Banking
Business Administration

Salary/Wage Range or Industry Benchmark: 60000 - 80000 GBP Yearly GBP 60000.00 80000.00 YEAR

Location: Greater London

Some firms say client service matters.

This role is where that actually gets delivered.

I’m recruiting for a financial planning business looking for a Client Account Manager / Administrator who can keep the wheels turning across reviews, new business, provider chasing, and day-to-day client support.

You’ll need to know your way around financial planning admin already.

This is not an entry-level role.

What you’ll do:

Prepare review packs
Manage LOAs
Chase providers
Process pensions, investments and protection business
Keep CRM records accurate
Support advisers and help keep client work moving

What you’ll need:

Experience in an IFA, wealth management or financial planning firm
Confidence handling end-to-end admin processes
Strong organisation and follow-up
Good working knowledge of pensions and investments
A calm, professional approach with clients and providers

What you’ll get:

Bonus
Increased pension contribution
PMI+IP+CIP
Option to buy 5 more days

This suits someone who takes pride in getting the detail right and likes being the person people rely on.

#J-18808-Ljbffr

Note that applications are not being accepted from your jurisdiction for this job currently via this jobsite. Candidate preferences are the decision of the Employer or Recruiting Agent, and are controlled by them alone.
To Search, View & Apply for jobs on this site that accept applications from your location or country, tap here to make a Search:
View / Apply for Jobs
Matching My Jurisdiction


Increase/decrease your Search Radius (miles)



Job Posting Language