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- Tasks: Support clients affected by financial scams and guide them through recovery processes.
- Company: Dynamic financial services firm in Manchester city centre.
- Benefits: Competitive salary, uncapped commission, 25 days holiday, and annual bonuses.
- Other info: Join a supportive team with regular socials and recognition events.
- Why this job: Make a real difference by helping vulnerable clients regain their financial confidence.
- Qualifications: Strong communication skills and experience in customer service or financial sectors.
The predicted salary is between 30000 - 35000 £ per year.
They are now looking to appoint a First Response Executive / Financial Client Executive to play a key role in supporting individuals affected by financial scams, investment disputes, and recovery cases. This is an excellent opportunity for someone with strong communication skills and a professional, client-focused approach to join a business operating within a highly sensitive and fast-moving sector.
Acting as the first point of contact for new enquiries, you'll guide clients through the initial stages of the recovery process, providing reassurance, clarity, and confidence from the outset. The successful candidate will be confident handling conversations with vulnerable clients, able to build trust quickly, and comfortable working within a regulated, target-driven environment.
Previous experience within financial services, legal services, client onboarding, or customer-focused roles would be highly advantageous.
What you'll be doing:
- Handle inbound phone and email enquiries, answering all questions / enquiries professionally and with care
- Guide clients throughout the recoveries process, with clear communication throughout the call
- Onboard new clients, transferring their cases to the relevant department
- Guide clients through the initial stages of the recovery process, ensuring clear and confident communication throughout
- Providing financial insights throughout the process
- Ensure all necessary information and documentation is gathered to progress cases effectively
- Maintain a high standard of client care while working towards individual and team targets
You must have:
- Proven experience in customer service, sales or partnerships, ideally within financial services or legal industries
- Strong communication skills
- Confident in working independently and can work to targets
- Highly organised with a strong focus on conversions
- Proven experience of working in a target driven environment
- Experience within First Response Executive, Client Response Executive, Client Onboarding Executive, Recoveries Customer Advisor, Client Engagement Executive, Client Success Executive, Recoveries Advisor, Wealth Recovery Advisor, Financial Claims Advisor, or Customer Relations Executive
Benefits:
- Competitive basic salary + uncapped commission and bonus structure
- 25 days holiday + bank holidays
- Annual bonus scheme
- Regular team socials including summer and Christmas events
- Company awards and recognition evenings
We are an equal opportunities employer and we never charge candidates a fee for our services.
Financial Client Executive in Manchester employer: Get Recruited Ltd
Contact Detail:
Get Recruited Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Client Executive in Manchester
✨Tip Number 1
Get to know the company inside out! Research their values, mission, and recent news. This will help you tailor your conversations and show that you're genuinely interested in being part of their team.
✨Tip Number 2
Practice your communication skills! Since you'll be dealing with clients who may be vulnerable, it's crucial to convey empathy and clarity. Role-play with a friend or family member to build your confidence.
✨Tip Number 3
Network like a pro! Connect with current employees on LinkedIn or attend industry events. This can give you insider tips and might even lead to a referral, which is always a bonus!
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you're proactive and serious about landing the Financial Client Executive role.
We think you need these skills to ace Financial Client Executive in Manchester
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Client Executive role. Highlight your experience in customer service and any relevant financial or legal backgrounds. We want to see how your skills match what we're looking for!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about helping clients through tough times and how your communication skills can make a difference. Keep it professional but let your personality show!
Showcase Relevant Experience: When filling out your application, be sure to showcase any previous roles that involved client interaction, especially in sensitive environments. We love seeing how you've built trust with clients in the past!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy to do!
How to prepare for a job interview at Get Recruited Ltd
✨Know Your Stuff
Before the interview, make sure you understand the financial services sector and the specific challenges clients face with scams and disputes. Brush up on relevant terminology and recent trends to show you're informed and engaged.
✨Practice Empathy
Since you'll be dealing with vulnerable clients, practice how to communicate with empathy and reassurance. Role-play common scenarios with a friend or family member to get comfortable with guiding clients through sensitive conversations.
✨Showcase Your Communication Skills
During the interview, highlight your strong communication skills. Use examples from your past experiences where you successfully handled client inquiries or resolved issues, demonstrating your ability to build trust and clarity.
✨Be Target-Driven
Prepare to discuss how you've met targets in previous roles. Share specific examples of how you achieved goals in a fast-paced environment, as this will resonate well with the interviewers looking for someone who thrives under pressure.