At a Glance
- Tasks: Lead a dynamic team to manage client partnerships and ensure smooth programme delivery.
- Company: Join First Intuition, an award-winning provider of accountancy training and apprenticeships.
- Benefits: Enjoy 25 days leave, hybrid working, and a range of employee perks.
- Other info: Flexible working environment with excellent career growth opportunities.
- Why this job: Make a real impact in a growing company while developing your leadership skills.
- Qualifications: Strong communication, organisational skills, and experience with MS Office required.
The predicted salary is between 30000 - 38000 £ per year.
Hours: Full time, Monday to Friday, 37.5 per week
Location: Hybrid, split between home and Bristol/Exeter
Founded in 2007, First Intuition (FI) is an award-winning, UK-based provider of accountancy training and apprenticeships that has recently extended its services to offer skills and qualifications across the financial, leadership and digital sectors. Our success is due to our approach to training and our links with businesses, putting our learners and clients’ interests at the heart of every decision. We work closely with organisations to precisely understand their needs and incorporate these into innovative course designs, where the interaction with learners is tailored, personal and reflects their specific circumstances.
Overview of Role
The Client Partner Team Leader role will lead and support the Client Partner team with a range of duties to ensure the smooth and effective running of our range of apprenticeship and non-apprenticeship programmes.
Key Duties:
- Lead and manage the Client Partner Team, including allocation of key client accounts and ensuring appropriate cover during periods of leave.
- Oversee the effective use of HubSpot CRM across the South West region, collaborating with the Management Team and wider FI South Ltd teams to ensure consistency and best practice.
- Ensure robust onboarding plans are in place for all key client cohorts, with all new sign-ups completed and confirmed at agreed pricing a minimum of 10 working days prior to the First Day of Learning.
- Liaise with the Compliance Team to forecast and manage incoming workload.
- Drive high standards of data accuracy within the team, minimising audit errors across all sign-up activity.
- Produce and deliver weekly onboarding reports to management, working closely with Compliance to track progress against key milestones.
- Lead on Huddles and Weekly Team Meetings, maintain the sign-up dashboard and ensure 'red flags' are reviewed and resolved.
- Manage learner progression at Level 3 to Level 4, engaging with clients through review meetings and appropriate communication channels.
- Contribute to and support wider FI Group projects relevant to the role and business priorities.
Qualifications and Skills:
Essential:
- Experience of MS office suite (Word, Excel, PowerPoint, Lists, Forms)
- Excellent attention to detail and good level of written English
- Effective communicator with excellent interpersonal skills
- Confident and professional
- Strong organisational, problem solving and time management skills
- Able to influence colleagues to ensure that deadlines are met, taking responsibility for this where required
- A willingness to be flexible and adjust to change
- Ability to remain calm, focused and organised under pressure
Desirable:
- Experience of client management and CRM systems
- Experience of apprenticeship standards and programmes
- Experience of the accountancy and finance sector
Benefits:
- 25 days annual leave (based on fulltime hours) PLUS bank holidays
- 3 FI Days per year
- Hybrid working available, equipment provided for homeworking
- Flexible-working positive employer with a range of family-friendly policies
- Employee Assistance Programme: 24-hour confidential access to counselling and support services
- Competitive Pension
- Private Medical Insurance
- Life assurance
- Salary sacrifice electric vehicle leasing scheme
- Training and development opportunities
- Long term career prospects in a growing company
- Employee perks including a range of discounts to suit your lifestyle
We are committed to safeguarding and protecting young people and vulnerable adults and follow Safer Recruitment processes. All successful candidates will need to complete a DBS check, with some roles requiring an Enhanced check. This post is exempt from the Rehabilitation of Offenders Act 1974. All staff are expected to share this commitment and adhere to our Safeguarding and Prevent Policy.
First Intuition does not discriminate on the basis of race, sex, colour, religion, age, national origin, marital status, disability, veteran status, genetic information, sexual orientation, gender identity or any other reason prohibited by law in provision of employment opportunities and benefits.
Client Partner Team Leader in Bristol employer: First Intuition
First Intuition is an excellent employer, offering a supportive and friendly work culture that prioritises personal and professional growth. With the flexibility of remote or hybrid work arrangements, employees can enjoy a healthy work-life balance while contributing to meaningful educational initiatives. The competitive salary and opportunities for career development make this role particularly attractive for those looking to make a positive impact in the education sector.
StudySmarter Expert Advice🤫
We think this is how you could land Client Partner Team Leader in Bristol
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
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Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like First Intuition. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Partner Team Leader in Bristol
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to First Intuition.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on First Intuition's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at First Intuition
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with First Intuition.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at First Intuition will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former First Intuition employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
