Assistant Client Manager

Castlefield have an exciting opportunity for an Assistant Client Manager to join their team.

Location: Manchester, UK (Hybrid)

Salary: Up to £33,000 per annum

Job Type: Permanent, Full-Time

About Us:

We're an investment management and financial planning business with a reputation for being at the forefront of ethical and sustainable investing. In fact, have been doing just that for over 20 years.

Castlefield exists to help clients and colleagues to achieve their personal goals, whilst promoting and supporting the welfare of the widest community of stakeholders. In short, we gather assets to do good.

We believe that in a Corporate Social Responsibility (CSR) context, it’s just as important how we all earn the money, as how it’s ultimately distributed.

We are employee-owned which means that all employees are also co-owners. Shared ownership, coupled with our focus on responsible and sustainable investment advice, lies at the heart of our group and is the driving force behind our success.

Our CORE values include…

- Creating a sustainable business - we act to support and protect the future of our business

- Ownership - we act like business owners because we are business owners

- Responsibility - we value the role each of us plays

- Empowerment - we have the power and freedom to make our business better

Assistant Client Manager - The Role:

Do you want to build meaningful relationships and help clients to make a positive impact with their investments?

The Assistant Client Manager’s role is to provide an excellent service to the Castlefield clients assigned to their role. A successful Assistant Client Manager will work closely with other members of the team and with our Client Advisers to build and maintain strong relationships with the existing and new clients.

Assistant Client Manager - Key Responsibilities:

- Build strong relationships: Be a trusted point of contact for our clients, ensuring they receive exceptional service and support throughout their investment journey

- Identify opportunities: Proactively understand client needs and goals, identifying potential investment opportunities aligned with their values

- Improve your investment knowledge: Be confident in explaining quite complicated investment approaches and investment markets to clients with different levels of knowledge and understanding

- Contribute to our advice process: Collaborate with the Client Advice team to develop and implement personalised financial strategies that meet each client's unique circumstances

- Champion our values: Represent Castlefield with integrity and professionalism, upholding our commitment to responsible and sustainable investing practices

Assistant Client Manager - You:

- Level 4 qualification (or working towards) in financial services, with some focus on investment markets is desirable

- Strong understanding of the FCA Conduct Rules essential

- You must also have the right to work in the UK for this role

- Must have 2 years’ experience in the financial service industry and understanding of the regulatory services (required)

- Thrives in building relationships: You possess excellent communication skills and a genuine desire to connect with people on a personal level

- Shares our values: You believe in the power of aligning investments with personal values and are keen to make a positive impact

- Demonstrates initiative: You're proactive, resourceful, and eager to take ownership of your responsibilities

- Is a team player: You collaborate effectively with colleagues and share a commitment to achieving common goals

- Embraces continuous learning: You're committed to staying up-to-date on industry trends and regulations

Assistant Client Manager - Benefits:

- Hybrid and flexible working opportunities

- Positive and friendly place of work

- Child and dependent leave

- Long-Term Recognition Initiative

- Opportunity to build up direct shareholding in the business

- Fair and competitive salary

- Contributory pension 25 days of holidays (increasing to 30) plus Bank Holidays

- Membership of Chartered Institute of Security and Investments

- Enhanced Maternity and Birth Leave

- Employee Assistance Programme

- NHS Top Up scheme

- Development via Castlefield Academy

Application Process

We are committed to providing equal opportunities to all current and prospective co-owners. We aspire to have a diverse workforce because, in our view, diversity enables better business outcomes.

We also believe that a more inclusive workplace, where people of different backgrounds work together, ensures better outcomes for all.

We thank all applicants for their interest, but only those selected for an interview will be contacted.

Please submit your CV along with a 300-word covering letter explaining why you would like to work for Castlefield. Applications without a cover letter will not be considered.