At a Glance
- Tasks: Manage client relationships and coordinate professional advice for fund structures.
- Company: Join Aztec, a diverse and inclusive workplace that values your unique perspective.
- Benefits: Enjoy flexible working, generous holidays, and a competitive salary with bonuses.
- Other info: Opportunity for hybrid work and personal growth in a supportive environment.
- Why this job: Make an impact in financial services while developing your skills and career.
- Qualifications: Relevant professional qualification and experience in client relationship management required.
The predicted salary is between 45000 - 55000 £ per year.
At Aztec, we're committed to building and nurturing a diverse and inclusive workforce where everyone feels valued, respected, and able to grow. We know that different backgrounds, perspectives, and experiences strengthen our business and we welcome applications from all individuals. So, if your experience doesn't exactly match with every part of the job description, but you are excited about the role, we would still like to hear from you. If you are passionate, curious, innovative and data driven, you could still be a good fit.
About the role:
Reports to Senior Manager / Associate Director. The purpose of this position is to administer a limited portfolio of Fund structures in conjunction with the Senior Client Relationship Manager/Associate Director - Administration.
Key responsibilities:
- Act as first point of contact for a limited number of fund structures within a team.
- Co-ordinate legal, tax and other professional advice.
- Develop and maintain the Operational Procedures Manuals and ISAE checklist templates for client relationships.
- Attend and minute client board meetings and shareholders meetings.
- Ensure the preparation, review, distribution and filing of periodic financial statements on a timely basis and in accordance with regulatory guidelines.
- Act as "B" level 4-eyes signatory on administration matters, ensuring that company policy and professional and regulatory guidelines are adhered to and that a professional quality service is provided to clients and outside contacts.
- Assist with billing information for clients including analysis of time spent, including the management of aged debtors.
- Supervise and assist in the training and development of staff and participate in the appraisal process for members of staff.
Skills, knowledge, expertise:
- The candidate should hold a relevant professional qualification (ICSA Diploma level or equivalent).
- The candidate is required to have proven relevant experience.
- Strong technical financial services knowledge (to be supported through the Aztec Academy).
- Some people management experience.
- Evidence of managing a small client relationship or part of a major client relationship.
- Act as a "B" level Authorised Signatory.
Benefits:
We understand that everyone has different needs, and that's why our employee package includes a variety of benefits. In addition to a competitive salary, here are some examples of the benefits that we may offer for our permanent roles:
- Discretionary bonus scheme.
- Flexible, hybrid working.
- Ability to work abroad for up to 3 weeks per annum.
- Generous holiday allowance.
- Pension scheme.
- Private medical insurance, including eye care.
- Life assurance (death in service and critical illness benefit).
- Worldwide travel insurance.
- Health and wellbeing programmes.
- On-site parking.
Client Relationship Manager 1 - Real Assets - 12-month FTC in City of Westminster employer: Aztec Group
Aztec Group is an excellent employer that values flexibility and work-life balance, offering a hybrid or remote work schedule for the Senior Legal Counsel role. With a strong focus on employee growth and development, the company fosters a collaborative and inclusive work culture, providing opportunities to engage in meaningful projects within the financial services sector. Located in Southampton, employees benefit from a vibrant community and access to a wealth of professional resources, making it an attractive place for legal professionals seeking to advance their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager 1 - Real Assets - 12-month FTC in City of Westminster
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Aztec Group. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Aztec Group.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Aztec Group. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Relationship Manager 1 - Real Assets - 12-month FTC in City of Westminster
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Aztec Group and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Aztec Group how you can be a team player!
How to prepare for a job interview at Aztec Group
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Aztec Group.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Aztec Group's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
