Financial Planning Account Manager

Are you passionate about financial planning and dedicated to providing top-notch service to clients in the media, arts, and creative industries? If so, we invite you to consider an exciting opportunity with an independent advisory practice that operates at the pinnacle of the market.

We are a forward-thinking advisory firm that has experienced substantial growth over the past 3-4 years. With approximately 30 talented professionals and over £500 million in client funds under management, we take pride in delivering a top-tier working environment and a client-centric approach that emphasizes service and lifestyle.

Company Culture:
Our team embodies professionalism, collaboration, and sociability.

Hybrid Working Model:
Our innovative hybrid workweek, from Monday to Thursday in the office and Fridays from home, fosters a positive and productive work environment for all.

Career Development:
While we don't prescribe a rigid career path, we actively promote the advancement of high-caliber individuals. Many of our team members, including our Head of Account Management, began in standard support roles and have risen through the ranks.

We are in search of an Account Manager to join our team. This role is essentially a financial planning position, working closely alongside one of our FP Directors. If you are a professional, a dedicated team player, and enjoy a social work environment, you may be an ideal fit for our team.

• Collaborate closely with FP Directors to provide exceptional financial planning services.
• Cultivate and maintain strong client relationships within our niche market.
• Assist in managing client funds and investments.
• Continuously develop your financial planning skills.

• Salary Range: £34,000 to £40,000
• Attractive bonus structure
• 25 days of annual leave
• 5% matched pension
• Private medical insurance and more