At a Glance
- Tasks: Support Client Managers and deliver top-notch service to clients in financial services.
- Company: Dynamic financial services firm located in Sale, focused on growth and development.
- Benefits: Competitive salary, bonus, study support, and additional benefits.
- Other info: Exciting opportunity for career advancement in a supportive environment.
- Why this job: Kickstart your career with training to become a Client Manager and make a real impact.
- Qualifications: Background in financial services and strong communication skills.
The predicted salary is between 30000 - 40000 £ per year.
- Assistant Client Manager - Financial Services
- Located in Sale
Great opportunity for an Assistant Client Manager with a background in the Financial Servives Industry.
The role main responsibility is to provide support to Client Managers and working to assist them in delivering the expected service levels to Clients.
A fantastic opportunity where you will be trained and developed to become a Client Manager.
Duties will include
- Liaising with Client Managers and Advisors, as appropriate and keeping them up to date with task progress.
- Liaising with provider companies to obtain policy information as appropriate.
- Liaising with Clients to provide updates, as requested.
- Processing Client Letter of Authority (LOA).
- Updating Client file with up-to-date policy information
- Preparing documentation such as Portfolio Reports and Policy Summary sheets, Client Review and Recommendation Reports.
- Preparing and processing Life Insurance quotations and applications
- Updating Client files with relevant documentation, policy details and Client information, and ensuring these are up to date and present.
- Assisting with Monthly Income reconciliation
- Preparation of Client Packs
- Answering phones
- Salary Guide £26500 + Bonus + Study Support + Benefits
Assistant Client Manager in Sale employer: Thrive by Chorni Ltd
As an Assistant Client Manager in Sale, you will join a dynamic team that prioritises employee development and offers comprehensive training to help you advance to a Client Manager role. Our supportive work culture fosters collaboration and innovation, while our competitive salary, bonus structure, and study support ensure that you are rewarded for your hard work and commitment. With a focus on client satisfaction and professional growth, this is an excellent opportunity for those seeking a meaningful career in the financial services industry.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Client Manager in Sale
✨Tap into University Career Services
If you're a student or recent grad eyeing a trainee role in banking or financial services, your university career services are your secret weapon. They often have connections with firms, and can guide you to exclusive openings that aren't advertised widely, so make sure to get in touch!
✨Get Involved in Finance Societies
Joining finance-related societies or clubs at your university can seriously up your game. They often host networking events, guest speaker sessions, and workshops that can connect you directly with industry professionals and potential employers.
✨Show Your Passion Through Projects
Try working on finance-related projects or internships, even if they're unpaid. It shows your commitment and gives you something to discuss in interviews. Plus, if you've got a blog or a portfolio detailing your findings on market trends, that can really impress recruiters!
✨Use Our Website to Find Opportunities
We at StudySmarter recommend that you regularly check our website for trainee opportunities at leading companies like Thrive by Chorni Ltd. They often post openings directly there, so don't miss out on the chance to apply and show what you've got!
We think you need these skills to ace Assistant Client Manager in Sale
Some tips for your application 🫡
Show your numbers!:In banking and financial services, we love a bit of quantification. Be sure to highlight any relevant coursework, grades, or projects that showcase your analytical skills. If you've tackled math-heavy subjects or have experience with financial modelling, let that shine on your CV!
Tailor your application to finance:Don't just copy and paste a generic cover letter; weave in your passion for finance and share any relevant experiences or internships, no matter how small. Writing about your motivations and learning potential in relation to the role will help us see you fit in at Thrive by Chorni Ltd.
Certifications can set you apart:If you've got any finance-related certifications (think CFA Level 1, ACCA, or even online courses), make sure to include them! They show initiative and a commitment to your career in banking, which we really appreciate.
Proofread with a fine-tooth comb:In finance, attention to detail is crucial! Spam your application with typos or poor formatting, and we may flag you as 'not detail-oriented'. So, let’s double-check everything. A clear structure in your CV and cover letter will also help your application stand out. Remember, apply through our website!
How to prepare for a job interview at Thrive by Chorni Ltd
✨Brush Up on Your Financial Knowledge
Make sure you’re comfortable with financial concepts and terminology. The interview may dive into areas like risk assessment or investment strategies, so revisiting some core principles and current trends in the banking sector will really help us stand out at Thrive by Chorni Ltd.
✨Prepare for Case Studies
Expect to encounter case studies or hypothetical financial scenarios where you’ll need to demonstrate your analytical skills. Practising with examples can help us articulate our thought process clearly and show how we approach problem-solving specific to the banking and financial services sector.
✨Highlight Your Learning Agility
As a trainee, they’re looking for potential over experience. We should emphasise our willingness to learn and adapt. Be ready to discuss how we’ve taken on challenges in the past, showcasing our growth mindset and eagerness to dive into the banking world with both feet.
✨Showcase Your Interest in the Industry
Let your passion for banking shine through! Discuss any relevant coursework, internships, or even personal finance projects you’ve explored. This not only demonstrates our knowledge but also our genuine enthusiasm for a career in banking at Thrive by Chorni Ltd.
