Assistant Client Manager

You want to build a career in financial planning. But you also want to know how you’ll actually get there.

Not vague promises. Not “we’ll see how you get on”. Not spending three years doing the same admin work hoping someone eventually notices you.

This Chartered financial planning firm has a development model that genuinely works.

They hire bright, ambitious Assistant Client Managers and develop them into full Client Managers within around six months through intense, hands-on training and exposure to the full advice process.

Longer-term, if advice is the route you want to go down, they can support that too. But this isn’t one of those firms promising you’ll be an adviser by Christmas. It’s structured, realistic and repeatable.

They’ve already developed multiple people through the business into advice roles and, with two acquisitions completed alongside strong organic growth, there will be genuine long-term opportunity here for the right person.

THE PAY 

Starting salary is up to c£26,500 with salary review/promotion potential after around six months depending on development and progress.

There’s also bonus potential, benefits and flexible working hours with a half-day finish on Fridays.

THE JOB

You’ll start in a support role, working closely with senior planners and experienced Client Managers.

But unlike some admin jobs, you won’t just sit processing paperwork for two years. You’ll be exposed to the full client journey from the start including report preparation, client interaction, meetings and the wider planning process. It’s a steep learning curve, but for the right person that’s exactly the appeal.

The firm will fund your exams, support your development and help shape your career based on your strengths and ambitions.

THE COMPANY

This is a modern, growing Chartered IFA firm with a younger leadership team than most in the profession. They value energy, curiosity and people who want to improve.

The environment suits people who ask questions, get stuck in and take ownership of their own development. In fact, their hiring mistakes have usually been with people who were too hesitant, too passive or waiting to be spoon-fed.

HERE’S WHAT YOU’LL NEED

You’ll already have some experience in financial services or financial planning administration. Hopefully you'll have exposure to AJ Bell and Abrdn platforms, and/or IO, but it's not a pre-requisite. 

You don’t need exams already, but you do need genuine interest in the profession and the drive to learn quickly.

You’ll be proactive, adaptable, tech-savvy and comfortable working closely with others in an office environment (5 days a week in the office).


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Want a firm that actually has a plan for your development rather than just talking about one? Click apply.

Don’t worry if your CV isn’t fully up to date. We can sort that later.

Everyone will get a response.