Client Experience Manager

This is a genuinely entry-level opportunity and would suit someone who has some previous office or administration experience and is now looking for their next step.

I’m recruiting for a great opportunity with an established and highly regarded wealth management business based in Sheffield.

You don’t need previous financial services experience. What’s important is that you’re organised, professional, confident communicating with people and keen to learn. Full training will be provided, so this could be a fantastic opportunity for a graduate or someone with a couple of years’ administration or customer service experience who wants to build a career within financial services.

About the business

The business provides financial planning and wealth management advice to private clients, helping individuals and families with areas such as pensions, investments, retirement planning and managing their wealth.

It’s a professional, corporate environment where client service, attention to detail and doing things properly really matter.

The role

Working as part of the Private Client team, you’ll provide administrative support to Financial Advisers and help ensure their clients receive a first-class service.

You’ll learn about the financial services industry as you go and will be supported by an experienced team.

Your responsibilities will include:

• Supporting Financial Advisers with day-to-day client administration.

• Acting as a point of contact for advisers and dealing with queries.

• Preparing and coordinating paperwork for new business.

• Liaising with pension and investment providers.

• Keeping advisers and clients updated throughout the process.

• Preparing client packs ahead of meetings.

• Updating internal systems and maintaining accurate client records.

• Ensuring documentation is completed correctly and files are kept up to date.

• Providing general administrative support to the Private Client team.

• There is plenty to learn, so you don’t need to arrive knowing everything about pensions and investments. They will train you.

About you

You could be a recent graduate with some work experience, have a couple of years’ administration experience, or perhaps be working in a customer service or office-based role and looking for a more professional career path.

What really matters is your attitude and your ability to communicate.

I’m looking for someone who:

• Has some previous office, administration or customer service experience.

• Is confident and professional when communicating with people.

• Has a good telephone manner.

• Is organised and has good attention to detail.

• Is comfortable working in a corporate environment.

• Is keen to learn and develop.

• Can manage their time and prioritise their workload.

• Is reliable, proactive and happy to get stuck in.

• Enjoys working as part of a team.

• Good Microsoft Office skills, particularly Word, Excel and Outlook, would be useful.

• You’ll also be supported through a basic financial services exam during your first three months.

What's in it for you?

This is a really good opportunity to get your foot in the door of financial services and build a career in an industry that offers lots of opportunity to progress.

You’ll receive training and support from an experienced team and gain valuable exposure to private client wealth management.

If you’re bright, personable, organised and keen to learn, I’d love to hear from you.

£26,000 – £28,000 depending on experience

Sheffield | Full-time | Office-based