Client Account Manager

Client Account Manager

Anne Corder Recruitment is proud to be partnering with Beacon Wealth Management to recruit an experienced Client Account Manager to join their growing Client Services Team

This is a fantastic opportunity for a Client Account Manager who enjoys delivering outstanding service, building trusted relationships, and playing a key role within a professional advisory environment.

The role as Client Account Manager, you will act as a central point of contact for clients, advisers and internal teams, ensuring a seamless and proactive service.

The Client Account Manager role offers variety, responsibility and the chance to work closely with experienced advisers supporting high-quality employer and employee clients.

Key responsibilities    Supporting Advisers with all day-to-day client administration
Acting as a reliable Client Account Manager for employer and employee queries
Managing adviser diaries and ensuring information is gathered and processed efficiently
Processing new group member applications and annual group risk renewals
Chasing submitted business and keeping clients informed throughout the process
Liaising with internal researchers and external providers to progress work
Maintaining accurate electronic records and ensuring compliance standards are met
About you    Previous experience as a  Client Account Manager  within a professional services environment is advantageous
Highly organised with strong attention to detail
Confident communicator with a professional and client-focused approach
Proactive, collaborative and comfortable managing multiple priorities
Good understanding of FCA compliance and regulatory processes
What’s on offer    Competitive salary and benefits package
Pension contributions matched up to 5%
35-hour working week with a 4pm finish on Fridays
20 days holiday, rising to 23 with service, plus bank holidays
Additional time off at Christmas and your birthday
Hybrid and flexible working once fully trained
Supportive, team-focused culture
Interested? If you’re an experienced Client Account Manager looking for a role where your contribution genuinely matters, we’d love to hear from you.
Apply today or contact us for a confidential discussion.

Anne Corder Recruitment Ltd acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying you will be registered as a candidate with Anne Corder Recruitment Ltd, your personal data may be added to our database as part of the application process. Our privacy policy is available on our website and explains how we will use your data.  

Your details will be reviewed by one of our Recruitment Partners and we will contact you again within 5 working days if your application is to be progressed further.
Please note that we are not able to provide support with visa sponsor ships and all applicants must be based in the UK and hold the valid right to work in the UK
INDEED COMM