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Client Experience Manager Apprentice


Maldon, Essex

Job Description

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

Training you will get:
• Fully and part funded learning and development programme that includes the CF1 Financial Services Regulation and Ethics
• Develop the knowledge, skills and behaviours of successful Financial Services Administrators
• Free CII membership for non-members through the CII Aspire Apprenticeship Programme
• Includes the CII CF1 study book and exam entry
• CII and EPA resits are to be covered by the employer
• Fortnightly workshops for the CF1 exam from our CII approved trainer
• All workshops recorded and available on-demand
• Interactive chat, forums and class note books for real time support and assistance from experienced financial services professionals
• Exam tips, tricks, and strategies
• Additional resources through RM Advance
• Regular tutorials and assessments from an experienced financial services professional
• R01 is available as an alternative to CF1. Suitability for R01 will be determined by a Skills Assessment completed by Skills Edge

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


Book a call with our Operations Director, Olivia, below:

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