Company Overview
Castlefield is an employee-owned firm specialising in sustainable investment and financial advice. 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 it's 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.
Summary
We are seeking an experienced Assistant Client Manager to join our team in the heart of the city.
The Assistant Client Manager's 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.
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 be successful in this role you will
* have proven experience in financial services sector - financial planning
* display enthusiasm, energy and positivity
* have excellent communication skills, both verbal and written
* 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)
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?
If you're ready to make a meaningful impact, we invite you to apply and join us on this exciting journey
Job Types: Full-time, Permanent
Pay: £29,000.00-£34,000.00 per year
Benefits:
* Bereavement leave
* Company events
* Employee discount
* Employee mentoring programme
* Employee stock ownership plan
* Enhanced maternity leave
* Enhanced paternity leave
* Health & wellbeing programme
* Paid volunteer time
* Profit sharing
* Referral programme
* Sick pay
* Work from home
Work Location: In person