Job Description

Client Account Manager - Centralised Hub

Location: London, hybrid working 
Salary: Up to £35,000, depending on experience 
Hybrid: 3 days per week in the office during probation, reducing to 2 days thereafter in line with current policy
Plus: Discretionary annual bonus and strong benefits package 

About Our Client:

Finura is a multi-disciplinary, Chartered, award-winning financial planning practice supporting private clients, families, business owners and trustees.

Founded in 2014, the business has grown to support more than 1,000 family and business relationships and over £750m of client assets. Finura has been recognised across the profession, including as a New Model Adviser Top 100 UK Financial Planning Firm and Money Marketing Advice Firm of the Year.

The firm also holds Corporate Chartered status through the Chartered Insurance Institute and the Gold Standard for Independent Advice.

Finura has continued to grow and as part of that continued growth, Finura is now creating a new centralised administration hub to support its wider Client Account Management function.

Package Details:

The successful candidate will receive a basic salary of £35,000 depending on experience & qualifications.

Other benefits include:

• Bonus: Discretionary annual bonus based on personal and business performance
• Pension: Strong employer contribution of up to 8%
• Private Medical Insurance: Through Vitality
• Income Protection: Permanent Health Insurance
• Life Assurance: 4x salary death-in-service cover
• Holiday: 25 days plus bank holidays, with the option to purchase up to 5 additional days
• Wellbeing: Access to Heka, including a personal wellbeing and experiences allowance
• Charity: Paid volunteering/business charity days and matched charitable giving through the CAF salary sacrifice scheme
• Childcare: Salary sacrifice childcare support through Yellow Nest
• Development: Financial and study support towards recognised industry qualifications and continued professional development
• Cycle to Work: Cycle to Work scheme

Purpose of the role:

This is an opportunity for a Financial Planning Administrator who has already built a good foundation within IFA or wealth management administration and is looking for their next step.

You will join Finura’s newly created centralised hub, working alongside other administrators and an experienced Team Leader. The team will support the wider Client Account Management function with non-client-facing administration, helping to ensure work continues to move efficiently across the business.

The role will include areas such as file preparation, fund switches, trading and ongoing servicing activity. Unlike a traditional CAM position, you will not initially manage your own client relationships.

Importantly, Finura see this as a developmental role. As your experience and technical knowledge grow, there will be scope to progress towards a more senior Client Account Manager position and greater responsibility within one of the adviser hubs.

Duties and Responsibilities:

• Complete financial planning administration on behalf of the wider Client Account Management team.
• Prepare client files and supporting documentation accurately and within agreed timescales.
• Process fund switches, trading instructions and ongoing servicing requests.
• Maintain accurate and compliant client records across Finura’s systems.
• Monitor allocated work and ensure tasks are completed within agreed SLAs.
• Work closely with the Team Leader and wider CAM team to ensure work is prioritised effectively.
• Provide additional support during periods of increased workload or team absence.
• Develop your knowledge of Finura’s systems, processes and service standards.
• Take increasing ownership of more complex administration as your experience develops

The Ideal Employee:

• You will already understand the fundamentals of financial planning administration and be comfortable working with provider platforms, internal systems and regulated processes.
• You do not need to be a finished Senior Administrator. Finura are looking for someone with a good foundation who is keen to develop their knowledge and take on greater responsibility over time.
• You will be organised, accurate and comfortable managing your workload against agreed deadlines. You should also be willing to learn, ask questions and make use of the support available from more experienced colleagues.
• This could be particularly suited to someone who enjoys financial planning administration but has reached the point where they would benefit from broader exposure, structured development and a clearer progression route.

Experience required:

• 2 Years experience within an IFA, wealth management or financial planning administration role.

Why Join Finura?

At Finura, culture isn’t just a buzzword, it’s what defines the way we work. Described by the team in three words – People focused, Progressive & Inclusive. Our environment empowers people to grow while feeling supported and valued. We combine Chartered level professionalism with a people first approach, ensuring every team member has access to development pathways, funded qualifications, and a clear route to progression. As we scale toward ambitious goals, we’re committed to retaining the cultural DNA that makes Finura a genuinely rewarding place to work.