Financial Planning Account Manager

Posting Description:

We’re hiring for a Financial Planning Account Manager to support our growing Financial Planning team...

To keep up with our growth in the UK and Ireland, we’re looking for a dedicated Financial Planning Account Manager who will be leading annual review meetings, maintaining financial plans, preparing recommendations and suitability reports, and helping clients remain committed to their long-term investment strategy through all market conditions.

We’re looking for someone with:

QFA & CFP qualifications

Minimum 3 years financial services experience.

Strong client relationship skills.

Excellent report writing ability.

Experience preparing suitability reports.

Strong understanding of investment markets.

Desirable

Experience working with High Net Worth clients.

Cashflow modelling experience.

Evidence-based investment philosophy.

Experience managing €50m+ client assets.

Using these skills, you’ll be:

Acting as the primary relationship manager for assigned client families.

Conducting annual and interim review meetings.

Ensuring all client records and financial plans remain current.

Maintaining regular proactive contact with clients.

Delivering a service experience that exceeds client expectations.

Updating cashflow models and financial plans.

Preparing recommendations and implementation instructions.

Ensuring all advice remains compliant and client focused.

Helping clients maintain discipline during periods of market volatility.

Reinforcing long-term investment principles.

Supporting clients in maintaining appropriate exposure to global equity markets.

Completing Statements of Suitability.

Ensuring CRM records are accurate and up to date.

Working to clear KPIs.

Who are NFP?

With over 1000 people in the UK and Ireland and over 8,000 employees worldwide, NFP are part of the Aon group and specialise in helping businesses in four core areas:

Insurance (helping them manage key risks)

Health and safety (supporting them to create a safer workplace for their employees)

Employee benefits (helping them reward their people more effectively)

HR, people and talent (supporting employers and their people to thrive through changes and challenges)

What you’ll love about working here...

Working in a dynamic, fast-paced organisation in an exciting industry.

The opportunity to do globally impactful work from day one.

Learning from industry and business line specialists with decades of experience.

A huge variety of projects to work on and challenges to solve.

Our People First culture, which illustrates our commitment to your wellbeing and development, not just as an employee but as a human being.

A rich suite of employee benefits and out-of-work perks.