Client Manager

Job Title: Client Manager 

Albion House Wealth Management provides wealth management and financial services to individuals and businesses throughout the UK. We are an appointed representative of St. James’s Place Wealth Management.

We are looking to recruit a Client Manager to complement our existing team who work in a professional and friendly environment located in Oldham Town Centre.

This is a permanent role Monday to Friday offering a competitive salary and excellent staff benefits.

Requirements and details of the role:

·      Provide high level technical and administrative support.

·      Working closely with the Financial Planners to achieve Client objectives.

·      Ensure that files are complete with all required client identification documentation and necessary application forms.

·      Pre-meeting preparation and post meeting follow u...