Assistant Client Manager

Aspire Recruitment; Manchester; Hybrid; GBP 29,000 - 34,000; Full time

Job summary

A financial planning and investment company in Manchester is seeking an Assistant Client Manager to support the Client Manager. This role involves direct contact with clients, managing relationships, and ensuring accuracy in documentation. The ideal candidate will have experience in client-facing roles and a solid understanding of financial products, along with a methodical approach to processes. The company encourages a commitment to ethical investing and offers hybrid work options.

Benefits

Transparent career development

Employee ownership opportunity

Contributory pension scheme

Up to 30 days of holiday

Hybrid work flexibility

NHS Top Up scheme

Qualifications

• Experience in a client-facing role is essential.
• Ability to follow processes methodically.
• Strong attention to detail and accuracy.

Responsibilities

• Act as the first point of contact for clients.
• Assist in creating and implementing financial strategies.
• Manage a busy workload and keep all parties updated.

Skills

Client facing experience

Knowledge of financial services and products

Proficiency in Word, Excel, PowerPoint

Education

Level 4 qualification in Investment Advice Diploma

Job description

Permanent Job
Assistant Client Manager
Manchester City Centre
£29,000 to £34,000 dependant on experience.
Monday to Friday – 36.25 hours across a flexible working environment.
Office based for 40% of the month, 60% WFH (full time office based for first 3 months)

Are you passionate about customer service?
Are you great at relationship building?
Are you process driven?

This is a great opportunity to join a financial planning and investment company whose whole ethos centres around ethical and sustainable investing. They are passionate about what they do and how they support their customers and wider communities. They have a clear Corporate Social Responsibility and want someone who is aligned with these values to join them.

This role is designed for someone who is passionate about customer services and enjoys following a clear process.

You will be working alongside the Client Manager to be the first point of contact with clients via the phone, email, letter and face to face. You must have the ability to build relationships easily and manage a busy workload. The role is very process driven so you will be someone who enjoys a process, is methodical and enjoys creating accurate documents and keeping all parties concerned updated. You will be helping to create and implement a bespoke financial strategy for your clients.

This is a regulated industry so attention to detail and accuracy is so important and the ability to own your own workload and work across multiple clients is essential.

You will be working with an established team of 7 who are passionate about what they do. The culture is very much about social value, openness and everyone having the ability to contribute to the success of the organisation. The focus is on the organisation as a team.

You must be able to demonstrate:

• Experience in a client facing role.
• Have a good knowledge of financial services and products.
• Be willing to complete a L4 qualification in Investment Advice Diploma - or have this currently.
• Be confident in Word, Excel and PowerPoint.

The benefits package offers some of the following:

• Transparent and consistent approach to career development through which you will be able to develop your technical knowledge and interpersonal skills.
• Opportunity to be part of an employee-owned business which values employee involvement and commitment.
• Contributory pension scheme.
• Up to 30 days of holiday.
• Opportunity to join a tax-incentivised shareholder incentive plan and become a shareholder.
• Opportunity for hybrid work.
• NHS Top Up scheme.

If this sounds interesting and you would like to discuss further then please call me today on 07570251230 or email [e-mail]

This vacancy is being handled by Aspire Recruitment. Please be aware we receive a high volume of applications and regularly receive applications from candidates who exceed the job credentials. We will only contact you within the next 14 days if you are selected for interview.

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