Ifa Administrator

3 months ago

Manchester, United Kingdom Castlefield Full time

**THE ROLE**

**Job title: Assistant Client Manager / Client Facing IFA administrator**

**Team: Client Management**

**Reports to: Manager, Client Management**

**Location: Manchester, 111 Piccadilly, M1 2HY**

**Hybrid working: circa 60% at home & 40% in the office (working from the office full time during probation)**

**Hours: Full-time (36.25 pw)**

**Planned start date: asap**

**Salary: depending on experience; up to £33,000**

**WHO ARE WE?**

We're an investment management and financial planning business with a reputation for being at the forefront of ethical and sustainable investing. In fact, have been doing just that for over 20 years.

Castlefield exists to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders. In short, **we gather assets to do good**.

We believe that in a Corporate Social Responsibility (CSR) context, it’s just as important how we all earn the money, as how it’s ultimately distributed.

We are employee-owned which means that all employees are also co-owners. Shared ownership, coupled with our focus on responsible and sustainable investment advice, lies at the heart of our group and is the driving force behind our success.

**Who are we looking for?**

**Do you want to build meaningful relationships and help clients to make a positive impact with their investments?**

The Assistant Client Manager's role is to provide an excellent service to the Castlefield clients assigned to their role. A successful Assistant Client Manager will work closely with other members of the team and with our Client Advisers to build and maintain strong relationships with the existing and new clients.

**Responsibilities**:

- Acting as a point of contact for Castlefield clients
- Maintaining ongoing relationships with the clients, keeping them informed, answering queries, and arranging review meetings
- Identifying client needs at a review and undertaking preparation, collaborating with other colleagues and teams where appropriate
- Working alongside Client Advice team and/or other Client Managers following meetings to discuss the clients’ circumstances and be involved in creating and implementing a financial strategy to meet the clients’ financial objectives and circumstances
- Working alongside Client Advice team and Senior Client Managers to prepare reports and advice where appropriate
- Making sure the implementation of advice is completed accurately and in good time
- Articulating our services to clients and identifying business opportunities based on their needs
- Ensuring all clients are contacted regularly
- Ensuring the appropriate software (iO, Pershing) is continuously kept up to date
- Ensuring client-facing documents are accurate and appropriate for the client
- Obtaining information from third-party providers

**To succeed in this role you will**:

- Have or work towards L4 qualification (investment markets exposure)
- Have experience in a client-facing role
- Display enthusiasm, energy and positivity
- Proactively take responsibility for clients’ needs
- Have good knowledge of Castlefield services and products
- Understand and be a proficient user of iO, Pershing and Zoho work
- Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint)
- Collaborate with other teams
- Be ready to manage client expectations
- Remain calm, methodical and organised

**WHY JOIN US?**

We offer a great work environment along with other benefits:

- 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

**THE SELECTION PROCESS**

Please submit your cover letter along with your most up-to-date CV/link to your LinkedIn profile and tell us why you think you might want to work for us, how your values are aligned with ours, what your plans are for the future and how we can help you get there.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

**Salary**: Up to £33,000.00 per year

**Benefits**:

- Additional leave
- Company events
- Company pension
- Employee discount
- Employee stock ownership plan
- Employee stock purchase plan
- Enhanced maternity leave
- Enhanced paternity leave
- Free flu jabs
- Health & wellbeing programme
- Profit sharing
- Referral programme
- Work from home

Schedule:

- Monday to Friday

Ability to commute/relocate:

- Manchester, M1 2HY: reliably commute or plan to relocate before starting work (required)

**Experience**:

- financial services: 2 years (required)

Work Location: In person

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