Account Manager


Account Manager

Location: North London

£25k-£35k (Depending on relevant industry experience)

Our client is a highly successful, medium-sized Wealth Management firm that offers a wide-range of services to high-net-worth individuals, entrepreneurs, and owner-managed businesses.

Due to the continued success of the firm, they are now requiring an Account Manager to join and strengthen their team.

The successful candidate will ideally have a minimum of two years relevant industry experience with the ability to ensure work is carried out in a compliant manner.

Key tasks and responsibilities:

As an Account Manager, you will be responsible for the full administration of Work Place Pensions and Group Risk benefits other duties including:

– Processing of new entrants, leavers and retirees

– Update and process monthly pension schedules

– Processing risk claims

– Arranging meetings for the consultant

– Providing general administrative support

This role requires the following skills and attributes:

– Excellent time management skills

– Excellent communication skills

– Understanding of using XPlan

– Good knowledge of Microsoft software eg Excel, Outlook etc

– Excellent attention to detail


– Hybrid working

– 25 days holiday

– Excellent pension scheme