Account Manager

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Job title: Account Manager
Location: Hybrid 8-12 York Gate, 100 Marylebone Road, London, NW1 5DX
Job type: Full time / Permanent
Start date: Preferably from April 2026
Salary: TBD (negotiable dependent upon experience)

An excellent opportunity for an enthusiastic and hardworking Account Manager to join a growing financial services firm. The role will require the candidate to have at least 3 years' experience in a wealth management firm, preferably as a private client administrator, wealth manager assistant or junior paraplanner, to support the private client team in the London office.

Skills & Requirements

• At least 3 years' experience in administrative roles within a wealth management space;
• Junior paraplanner experience preferable;
• Hard working;
• Ability to work independently and as part of a team;
• Impeccable attention to detail;
• Excellent time management skills;
• Strong communication skills;
• Capability to prioritize tasks in order to meet deadlines;
• Experience in writing report is desirable;
• Knowledge of Anti-Money-Laundering, KYC and Due Diligence requirements;
• Relevant Industry qualifications are also preferred but not required.

The Role

• Serve as main point of contact for all account management administrative matters;
• Preparation of bespoke investment proposals for potential and existing clients;
• Preparation of investment order books and entering bulk trades for Credo's model portfolios;
• Dealing with a variety of client queries under supervision;
• Daily portfolio administration on behalf of relationship managers, including monitoring of credit inflows and debit cash balances, responding to corporate action notices and rebalancing of client portfolios to their agreed mandates;
• Preparation and review of monthly marketing documents sent out to clients;
• Maintaining high-risk asset approval list;
• Assisting relationship managers with other ad-hoc projects, including monthly and yearly compliance reporting and performance reviews;
• Such other activities that may reasonably be required.

Application process

Please complete the multiple-choice questionnaire and upload your CV.

This advert will remain open until the vacancy has been filled, we encourage you to apply early to avoid disappointment.

Shortlisted candidates may be invited to answer few questions via video recording before the final interview stage.

Please Note

The existing working arrangements allow employees to work from home up to 2 days per week, in principle the employee needs to be ready for a fulltime return to office, if required.

Candidates must be based and eligible to work in the UK by the start of their employment.

About Credo & the Anchor Group

Credo is an independent wealth management business that has been in existence since 1998 with offices in the United Kingdom and South Africa. Credo provides clients with personal service in relation to their offshore wealth, focusses on long-term success and builds relationships based on trust. Credo is proud of its independence and ability to create successful partnerships by doing business in a way that best suits its clients.

Anchor is an entrepreneurial wealth and asset management firm that emphasizes adaptability in a changing market. They provide a broad range of investment solutions to individuals and institutions. Their offerings include wealth management, investment management, and bespoke solutions tailored to individual client needs. Anchor recently announced a merger with Credo, which will create a combined entity enhancing their global investment capabilities.