At a Glance
- Tasks: Engage with clients, book appointments, and maintain positive relationships.
- Company: Join a growing financial planning firm in South Wales.
- Benefits: Flexible part-time hours, full training, and career growth opportunities.
- Other info: Supportive team environment with potential for increased hours.
- Why this job: Make a real impact by delivering exceptional customer service.
- Qualifications: Strong communication skills and a positive attitude are key.
The predicted salary is between 30000 - 30000 £ per year.
Join the Trulife Financial Team
We're looking for a friendly, organised and confident Client Relationship Manager to join our growing team.
This is an excellent opportunity for someone looking to build a career in financial services while working flexible, part-time hours.
As a point of contact for many of our clients, you'll play a key role in delivering an outstanding customer experience and helping strengthen long-term client relationships.
- Your Responsibilities
- Contact existing clients to discuss our services and proposition.
- Book review appointments for our advisers.
- Build and maintain positive client relationships.
- Complete general administration and client record updates.
- Support the team with day-to-day office tasks.
- Deliver a professional and friendly experience on every client interaction.
What We're Looking For
- Excellent communication and telephone skills.
- Friendly, professional and confident manner.
- Strong organisational skills and attention to detail.
- Comfortable using Microsoft Office and CRM systems.
- Previous customer service or administration experience is desirable but not essential.
- A positive attitude and willingness to learn.
What We Offer
- Flexible part-time hours (10 hours per week initially).
- Opportunity to increase hours as the business grows.
- Full training and ongoing support.
- A chance to build a career within one of South Wales' growing financial planning firms.
- Friendly, supportive and ambitious team environment.
If you're passionate about providing exceptional customer service and enjoy speaking with people, we'd love to hear from you
Client Relationship Manager (Part-Time) in Caerphilly employer: Trulife Financial
Trulife Financial is an excellent employer for those seeking a rewarding career in financial services, offering flexible part-time hours and the opportunity to grow alongside a supportive team. With a focus on delivering outstanding customer experiences, employees benefit from comprehensive training and a friendly work culture that encourages professional development. Located in South Wales, Trulife Financial provides a unique chance to build long-term client relationships in a thriving environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Relationship Manager (Part-Time) in Caerphilly
✨Connect with Campus Reps
If you're looking for part-time work in banking, try to connect with your university's career services and campus representatives from banks. They often host recruitment events or provide exclusive job listings, which can give you a leg up in the application process.
✨Get Involved in Financial Societies
Join finance or investment clubs at your university. These societies not only provide fantastic networking opportunities but also often collaborate with financial institutions for internships or part-time roles, making it easier for us to land those positions.
✨Use LinkedIn for Hidden Gems
Keep an eye on LinkedIn for part-time opportunities at banks, specifically targeting roles like customer service or administrative support. Companies like Trulife Financial often post openings there first, so be on the lookout and don’t forget to engage with their content!
✨Showcase Your Skills Directly
When applying for a part-time role, consider creating a simple portfolio that highlights your finance-related skills or projects. Whether it's a personal finance blog, a financial analysis you've done, or any relevant coursework, having this ready can impress hiring managers at Trulife Financial.
We think you need these skills to ace Client Relationship Manager (Part-Time) in Caerphilly
Some tips for your application 🫡
Show Off Your Numbers Game:In the banking and financial services world, it's all about numbers. Highlight any relevant coursework, grades, or certifications, like AAT or CFA, on your CV. If you can point to specific projects or tasks where you managed finances or analysed data, that's a big plus!
Tailor Your Cover Letter to Us:When writing your cover letter, don’t just reiterate your CV. Tell us why you want to work at Trulife Financial and how this part-time role fits into your career goals. Map your skills and experiences directly to the job spec, and don’t forget to weave in any technical skills you have, like experience with financial software!
Marry Experience with Availability:Since this is part-time, it’s super important to state your availability clearly in your application. Highlight any previous work experience, even if it's not directly in finance, that shows your reliability and ability to juggle various commitments. Flexibility can be a real asset!
Keep It Professional Yet Personal:While you want to keep a professional tone, don’t be afraid to inject a bit of your personality into your application. Especially for a part-time role, we’re looking for someone who's not just skilled but also a good fit for the team at Trulife Financial. A little light-heartedness can go a long way!
How to prepare for a job interview at Trulife Financial
✨Brush Up on Your Numbers
For a role in banking and financial services, you’ll likely encounter numerical tests that gauge your analytical skills. So, let’s whip out those maths skills! Practise mental arithmetic and get comfy with basic financial concepts; this'll really help you shine during the assessment stages.
✨Know Your Financial Products
Knowing your stuff about the various financial products and services is crucial. Be prepared to discuss topics like loans, mortgages, investment funds, and credit options. Having a finger on the pulse of current market trends and economic events can also give you an edge—the interviewers will appreciate your insight!
✨Flexibility and Commitment are Key
Since you're aiming for a part-time position, emphasise your flexibility and willingness to commit your time effectively. Highlight your ability to balance studies or other commitments while delivering results at work. This kind of attitude can set you apart from the competition.
✨Showcase Your Portfolio of Experience
Even though it’s a part-time role, companies want to see your motivation and past experience. Bring examples of relevant projects or roles, including internships or coursework that demonstrate your understanding and passion for banking and finance. The more tangible your examples, the more convincing you’ll be!
