via reed · 3 June 2026 ·3 days ago

Financial Planning Account Manager

Eden Rose
London Full-time GBP 35,000 – 38,000
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Financial Planning Account Manager

Mayfair, London

£35,000 - £38,000

A well-established, Independent Financial Advisory firm in Mayfair has opened up a brand new position within the team for someone to work alongside the Head of Division as a Financial Planning Account Manager.

Due to company growth, they are looking for a confident individual with experience as an IFA Administrator, Financial Planning Administrator or similar.

The business are one of the longer standing brand names in London, and can offer you Friday's working from home, exam support, a bonus scheme and demonstrated progression pathways.

The company has had a history of great staff retention, and pride themselves on having a friendly office culture.

What’s needed to be considered

In order to be considered for this unique opportunity, candidates need to have –

  • Previous Administration experience within an IFA or Wealth Management practice

  • Strong knowledge of the full Administration process for clients, and experience working alongside Financial Advisers

  • Financial Services qualifications are desirable

What’s next?

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

This listing is from reed. View original listing ↗

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