Client Experience Manager Apprenticeship

Are you incredible with people? Do you have an eye for detail and all things experience? Are you looking for a rewarding and exciting career journey?

At TFP, we are looking for an ambitious, hard working and experience driven rockstar to join us on the Client Experience Team and help us to continue to grow our small but mighty financial planning firm.

As a Client Experience Manager, you will be working within our client experience team alongside our financial planners and paraplanners to offer a world class service to people who are looking to design a life with purpose, passion and a hint of rebellion.

This will involve the following:

Building Relationships with new and existing TFP clients

Creating world class WealthGPS™ packs including reports and Quotations

Keeping track of projects and liaising with clients and providers

Plus, you may sometimes be:

Assisting in client meetings

Coming up with new ideas to revolutionise the work we do

As part of this role, you will receive:

Laptop and Remarkable

Employer Pension

22 days holiday plus bank holidays

The week between Christmas and New Years off

Never work your birthday

Flexible working policy

Exams and Training paid for

Chartered Insurance Institute & NextGen Planners Memberships

Why work with us?

Clear and exciting career progression from day one

We value attitude over competence - if you have the drive, we'll provide the tools for success

We expect you to work hard and get stuck in. If you are someone who won't go the extra mile, this role isn't for you

We laugh every day and have the most amazing fun together as a team