Client Manager

3 days ago

Altrincham, Trafford, United Kingdom Aspire Recruitment Full time
Permanent Job
Client Manager
Manchester City Centre
£29,000 to £35,000 dependant on experience.
Monday to Friday hours across a flexible working environment.
Office based for 40% of the month, 60% WFH (full time office based whilst in probation)

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

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 opportunity is due to growth within the business.

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

You can be L4 qualified or keen to obtain this qualification as the company are happy to put the right person through the training.

This is a certified role so it is a must that you have the qualification or are happy to gain the qualification.

Ideally you will have an Investment Advice Diploma with CISI or an Investment Management Certificate with CFA.

This company offer quick progression.

You will be required to provide excellent customer service to clients. The role is to establish, maintain and develop strong relationships and identify new business opportunities through these relationships.

You will be working with an established team 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.

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.

This role is to start as soon as possible dependant on notice period.

To find out more about the role and review a job description then please contact me today.

I look forward to hearing from you.

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.

Should you apply for this role, we will process your data as detailed in our Privacy Policy and by applying for this opportunity I agree that Aspire Recruitment will keep me informed about potential employment opportunities regularly and that I can choose to opt out of receiving information at any time.

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