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Private Client Account Manager (18 Month Temp)

Ernest Gordon Recruitment
Posted a month ago, valid for 7 days
Location

Ferndown, Dorset BH22 9EZ, England

Salary

£35,000 per annum

Contract type

Full Time

Retirement Plan
In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • The position is for a Private Client Account Manager on an 18-month temporary contract, offering a salary between £30,000 and £38,000 plus additional benefits such as a pension scheme, training, and bonuses.
  • The role is based in Ferndown, with commuting options from nearby towns including Bournemouth, Poole, and Christchurch.
  • Candidates should have a background in finance and experience as an Account Manager or Client Services Manager, with a focus on client-facing responsibilities.
  • The job involves managing a diverse portfolio of high-value clients, overseeing budgets, and promoting services while mentoring team members.
  • This opportunity is ideal for those looking to advance their careers in private wealth management with a well-established financial services firm.

Private Client Account Manager (18 Month Temp)

£30,000 - £38,000 + Pension Scheme + Training + Bonus + Progression + Other Company Benefits

Ferndown, commutable from Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch

Are you an Account Manager with a background in finance seeking an exciting opportunity with a forward-thinking, dynamic company, offering a hands-on role where you'll work with high-value clients and deliver exceptional financial services?

Join a well-established financial services firm renowned for its client-centric approach and over 22 years of excellence in the industry. This is your chance to step into a versatile role with ample opportunities for training and career advancement.

As part of a talented team of Chartered Accountants and Financial Planners, you'll provide bespoke financial solutions to a diverse portfolio of private clients. Your role will involve managing an entire client portfolio, overseeing budgets, serving as a company ambassador to promote services to current and prospective clients, and inspiring and mentoring your team members.

This position is ideal for an experienced Client Manager who is eager to advance their career in private wealth management. You'll be part of a dynamic, thriving team and benefit from continuous professional development to enhance your expertise.

The Role:
* Deliver client requirements as required
* Manage individual objectives
* Meet monthly billing target
* Assist with training and development as required
* Attend networking activities

The Person:
* Account Manager/ Client Services Manager
* Financial experience
* Client Facing
* Commutable to Ferndown

Reference Number: BBBH15310

Keywords: Accounting, Client Support, Account Management, Tax, Payroll, Account Manager, Ferndown, Bournemouth, Poole, Ringwood, Blandford Forum, Christchurch

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV.

We are an equal opportunities employer and welcome applications from all suitable candidates. The salary advertised is a guideline for this position. The offered renumeration will be dependent on the extent of your experience, qualifications, and skill set.

Ernest Gordon Recruitment Limited acts as an employment agency for permanent recruitment and employment business for the supply of temporary workers. By applying for this job, you accept the T&C's, Privacy Policy and Disclaimers which can be found at our website.

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In order to submit this application, a TotalJobs account will be created for you. As such, in addition to applying for this job, you will be signed up to all TotalJobs’ services as part of the process. By submitting this application, you agree to TotalJobs’ Terms and Conditions and acknowledge that your personal data will be transferred to TotalJobs and processed by them in accordance with their Privacy Policy.