Client Account Manager - progression to Trainee Financial Advisor in London

The Specialists in Financial Services Recruitment

Job Details

Client Account Manager - progression to Trainee Financial Advisor Trainee Adviser
Reference ID: 558
  • Salary/OTESalary of £20,000 plus further salary increases as you progress in your role
  • Vacancy LocationEuston, London
  • RemunerationEmployed
  • RegionLondon
Job description

Are you looking for a career in financial planning and would like to join a firm that offers excellent training to become a Financial Advisor? In this Client Account Manager job in London, you will be supporting their successful team of Financial Advisors with undertaking administrative and business development duties. Your responsibilities will typically include:

  • Processing, submitting and recording all business on the relevant systems
  • Chasing individuals for information when required
  • Deal with customer queries in an efficient manner by telephone or email
  • Sit in on client meetings to assist in taking copies of relevant documents
  • Liaising with clients to arrange review meetings with their Financial Advisor
  • In addition, your role will be to identify new client opportunities in order to begin building your client bank in readiness for when you become qualified
  • Develop and maintain good relationships with all internal and external parties to help smooth processing of business

As your skills and knowledge increase, you will be provided with increased responsibilities.  

Training and development for a Trainee Financial Advisor 

Through a structured development plan, you will go from Administrator to Trainee Financial Advisor. Within 3 months, you will sit your protection advice qualification. Plus, you will be enrolled in a professional training scheme to obtain CeMAP and DipFA.

Progression to becoming a Financial Advisor

Through the combination of obtaining your qualifications, on the job training and shadowing a Senior Financial Advisor, you will be equipped with all the skills to be a successful Financial Advisor. In addition, from your efforts spent sourcing new clients, you will have a ready-made client bank to service, plus be provided pre-qualified appointments.

Requirements to be considered - Trainee Financial Advisor 

  • Ideal for hard-working and ambitious team players, with serious career progression available for the right candidates
  • You should be comfortable with undertaking administration duties and business generation whilst learning and training to become a Financial Advisor

The Company

A highly regarded wealth management firm offering advice to private and corporate clients. The business has been successful in continuing to grow year on year through their excellent training and development provided to their ambitious staff, who continue to flourish.

Client Account Manager Benefits

  • Salary of £20,000 plus further salary increases as you progress in your role
  • Year 1 OTE of £30,000 with Year 2 OTE of £50,000
  • Tiered commission structure
  • Clients self-generated by you will be passed to your Senior Financial Advisor during your training period and you will receive a related bonus for doing so
  • Dynamic environment with great team working ethic


Euston, London

Call us now on 0208 0044 154 or click Apply

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