Assistant Client Manager

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

Job summary

A financial services company in Manchester is seeking an Assistant Client Manager to be the first point of contact with clients, managing client relationships and implementing financial strategies. The ideal candidate will have experience in client-facing roles and knowledge of financial products. The position offers a hybrid working model, with attractive benefits including a contributory pension scheme and up to 30 days of holiday.

Benefits

Career development opportunities

Employee ownership involvement

Contributory pension scheme

Up to 30 days of holiday

Shareholder incentive plan

NHS Top Up scheme

Qualifications

• Experience in a client facing role.
• Good knowledge of financial services and products.
• Be willing to complete a Level 4 Investment Advice Diploma.
• Confidence in Microsoft Word, Excel, and PowerPoint.

Responsibilities

• Be the first point of contact with clients via multiple channels.
• Build relationships easily and manage a busy workload.
• Follow a clear process and create accurate documents.
• Help implement a bespoke financial strategy for clients.
• Own workload across multiple clients in a regulated environment.

Skills

Client relationship building

Attention to detail

Ability to manage a busy workload

Education

Level 4 Investment Advice Diploma

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

Overview

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)

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 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 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.

Responsibilities

• Be the first point of contact with clients via phone, email, letter and face to face.
• Build relationships easily and manage a busy workload.
• Follow a clear process and create accurate documents, keeping all parties updated.
• Help create and implement a bespoke financial strategy for clients.
• Own workload and work across multiple clients in a regulated environment.

Requirements / Qualifications

• Experience in a client facing role.
• Good knowledge of financial services and products.
• Be willing to complete a Level 4 Investment Advice Diploma - or have this currently.
• Be confident in Word, Excel and PowerPoint.

Benefits

• Transparent and consistent approach to career development.
• Opportunity to be part of an employee-owned business with employee involvement.
• 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.

Details

If this sounds interesting and you would like to discuss further then please call me today on (phone number removed) or email (url removed).

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