Job Description

Assistant Client Manager

Team: Client Management

Reports to: Manager, Client Management

Location: Manchester, 111 Piccadilly, M1 2HY

Hours: Full-time (36.25 pw)

Planned start date: asap

Salary: Band B, starting at 29,000

Do you want to make a world of difference?

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

The Assistant Client Managers role is to provide an excellent service to our Castlefield clients. 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. You will also play a key role in identifying and looking after the business opportunities within new and existing client bank.

What sets us apart:

We are The Thoughtful Investor. We exist to help our clients and our co-owners to achieve their personal goals by working with people who want to make a positive impact on the world through environmentally and socially responsible business practices.


This isn't just a job; it's about joining a company that its serious about its values. We believe in fostering a positive and supportive work environment where your personal qualities can shine. We are looking for a candidate whose personal qualities align seamlessly with our company culture.

Responsibilities:

Acting as a trusted point of contact for Castlefield clients, ensuring they receive exceptional service and support Speaking to clients on the phone and communicating via email Leverage your investment knowledge to assist in managing client portfolios Working alongside the Client Advice team and/or other Client Managers following meetings to discuss the client's circumstances and be involved in creating and implementing a financial strategy to meet the client's financial objectives and circumstances Making sure the implementation of solutions is completed accurately and in good time Ensuring timely processing of transactions and static data updates Articulating our services to clients and identifying business opportunities based on their needs 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 experience in a client-facing role Display enthusiasm, energy and positivity Have an interest in ESG principles, frameworks, and regulations, particularly as they apply to the financial services industry Proactively take responsibility for clients needs Have a good knowledge financial services and products Pride yourself on your organisational skills Be willing to complete L4 qualifications ( Investment Advice Diploma) Be a superior user of the Microsoft Office suite (Word, Excel, PowerPoint) Collaborate well with other teams

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 Real Living Wage Employer We are serious about our commitment to Net Zero Required professional membership fees paid for Opportunity to win quarterly CORE Awards Long service awards Our values are foundations of what and how we do things here Contributory pension scheme Up to 30 days of holiday + bank holidays Employee Referral Scheme (if you refer a successful candidate to one of our vacancies) Wide range of retail discounts Regular social and charity events held in our office Opportunity to join a tax-incentivised shareholder incentive plan ( SIP) and become a shareholder Hybrid and flexible work opportunities 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.

Please note that applications without cover letter will not be considered for this role.


If you have any issues or questions regarding this role, please reach out to Ewelina Niziolek-Wilson, Head of People & Improvement at Careers@castlefield.com


We are an equal-opportunity employer. We encourage applications from candidates of all backgrounds and experiences. We thank all applicants for their interest, but only those selected for an interview will be contacted.