We are currently working in partnership with Nucleus Financial to find a Client Solutions Analyst to join their Client Solutions Operations team, working 35 hours per week. Monday to Friday, 9am-5pm.
Integral to this role is customer service. This means being a pro at maintaining a healthy balance between delivering on our customers’ needs and expectations, while managing a dynamic and varied workload. Every day you’ll manage multiple queries all with the aim of ensuring all queries are dealt with within agreed timeframes, enabling advisers to get the best outcome for their clients.
You’ll also have accountability for highlighting where control could be improved and aid the design and implementation of this to ensure we best service the needs of clients and safeguard their money. You will need to understand the consequences of all actions and manage these in line with our risk framework.
Join the team at Nucleus Financial as a Client Solutions Analyst and enjoy a comprehensive benefits package designed to support your financial security, work-life balance, and overall wellbeing:
Financial Security: Competitive salary with annual reviews, 10% non-contributory employer pension, annual performance-linked bonus, group income protection, and life assurance.
Work-Life Balance: Potential for hybrid working opportunities, 25 day holiday plus bank holidays, increased holidays with length of service, and a holiday trading scheme.
Wellbeing: Private medical insurance, pantry stocked with free food and snacks, discounted gym memberships, cycle-to-work scheme, employee assistance programme with confidential counselling, and support from trained mental health first aiders and menopause ambassadors.
Sharing your knowledge across the user operations team and wider business.
Ensuring all user operations processes run smoothly, highlighting areas where any improvements can be implemented and improving the customer journey
A bit about you:
You should be seen as someone who is organised and have great planning skills, taking time to understand what people need. Mentoring others and encouraging the correct behaviours is important within this role as well as creating a team where exceptional performance is the norm. If you are someone who asks insightful questions to understand what people need and can quickly solve problems, then this role Is perfect for you!
Nucleus have always placed more importance on cultural contribution above technical ability, but they’d really like you to have/be:
Previous experience in the financial services industry and ideally working with a wrap platform.
Excellent relationship-building skills.
Able to prioritise the high impact work, but never neglect the details
Excellent communication skills.
Able to anticipate the needs of those you work with, juggling conflicting priorities.
If you are interested in this Client Solutions Analyst role, click ‘apply now’ and a member of our team will be in touch!
A little about Nucleus
We are the Nucleus Financial Platforms group and we help make retirement more rewarding. Here at Nucleus, people come first - whether it’s our colleagues, or the advisers and customers we support, we know that working in partnership and collaboration leads to the best outcomes. Together, we’ve shaped the platform to how it is today. We work hard, and we celebrate hard too.
Our ambition is to create a platform with a difference, putting the customer centre stage meant tearing up the rule book and starting from scratch. We’ve come a long way since then, but our mission remains just as focused. That’s why our culture, values, and social responsibility are things we keep at the top of our agenda – because we know they matter and have a big impact.
Our culture is one of the many things that sets us apart from the pack. We want to have an environment where our people feel that they can make a real difference, know they’ll be rewarded for their efforts and more importantly, enjoy themselves at work.
Inclusion and diversity at Nucleus
As with most things in life, who cares, wins. We really care about inclusion.
For us it’s not a tick box exercise; inclusion and diversity are embedded in our culture and everything we do. It’s a commercial imperative. It isn’t about being PC. It’s about being future-relevant and durable. We owe it to ourselves and the industry to ensure we are playing our part in creating a fair, balanced and transparent financial services sector.
More diversity means broader experience, a wider set of perspectives and a better collective ability to problem-solve. And it means being more representative of customer groups, which supports areas such as product development.
At Nucleus, we offer a generous blend of benefits for the things that really matter to our people, including a non-contributory pension, bonus, enhanced parental leave, paid time off for emergencies, health and wellbeing initiatives and flexible working options.
