About Us
At Stan Sherlock Associates (SSA), finances and family are our thing Our clients use our experience, expertise and consistency to drive the best financial outcomes for them and their families, time after time.
Based in Carlisle, we offer bespoke financial planning to individuals and businesses across Cumbria and beyond. We also proudly support clients of the Yorkshire Building Society (YBS), one of the UK's leading mutual financial institutions.
The Role
We're looking for a confident and friendly Client Experience Specialist to be the welcoming face of our Carlisle office. This is a temporary maternity cover position for up to 12 months, working full-time, 35 hours per week (Monday to Friday, 9am–5pm). You'll be the first point of contact for both SSA and YBS clients, ensuring every interaction reflects our commitment to exceptional service. This is a varied and rewarding role that combines front-of-house duties with administrative support across the business.
What You'll Do
· Greet clients warmly and professionally, ensuring a positive first impression
· Handle YBS client transactions with accuracy and care
· Manage incoming calls and direct them to the appropriate team members
· Book appointments and coordinate meeting room schedules
· Provide administrative support to the wider SSA team, following established processes
· Collaborate with colleagues across SSA, YBS, and BST to deliver seamless service
What You'll Bring
· A confident, approachable manner, whether face to face or over the phone
· A strong sense of pride in your work and professional presentation
· Excellent attention to detail, you spot what others might miss
· A team-oriented mindset and a willingness to support others
· Integrity and discretion when handling sensitive information
Skills & Experience
· GCSEs (or equivalent) in Maths and English (Grade 9–4 / A–C)
· Proficiency in Microsoft Word, Outlook, Excel and Teams
· Previous experience in a client-facing or administrative role is desirable
Our Values
· Confidence – in our advice, our team, and our service
· We Keep Moving – always improving, always evolving
· Excellence – delivering the best for our clients
· Integrity – acting with honesty and strong principles
· Teamwork – supporting and celebrating each other's strengths
Staff Benefits
· 23 days holiday plus Bank Holidays
· Monday to Friday working and a closure at Christmas
· Birthday Day Off
· Breakfast Fridays
· Free financial advice
· Free tea, coffee, and juice
· Access to 'The Refill Room' for household cleaning supplies
Job Types: Part-time, Temporary
Contract length: 12 months
Pay: £22,222.00 per year
Expected hours: 35 per week
Work Location: In person