We are working in partnership with Nucleus Financial to find a Client Relations Manager, on a 6-month fixed-term contract. This is a position based in Edinburgh on a salary of £29,000-£30,000.

Nucleus will be relying on you to provide exceptional service, ensuring customers are at the heart of everything you do. You will work with people from across the whole business to ensure queries are dealt with efficiently, ensuring the best possible outcome for the customer.

You’ll be the face of Nucleus, someone who advisers know they can trust and rely on to get things done, always with the best interests of their clients in mind.

What’s in it for you:

Join the team at Nucleus Financial 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 days 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.

You’ll be the face of Nucleus, someone who our advisers know they can trust and rely on to get things done, always with the best interests of their clients in mind.

You should apply if you love:

• Providing extraordinary service to every adviser and client that you interact with.
• Working in close partnership with firms to maximise their customer experience and journey.
• Being proactive, using your initiative to challenge the status quo and find better ways of doing things.
• Being responsible for planning and managing your own workload, while collaborating with and supporting other team members when needed.
• Taking accountability, if issues do arise, and ensure you see them through to resolution.
• Taking ownership of your own development and embrace all opportunities to learn and grow.

It would be great if you have:

• Previous experience providing exceptional customer service.
• A good understanding of financial products, legislation, and procedures.
• Possibly spent some time in a larger financial services company and realised it's not your calling after all.
• A confident and natural communication style and like to collaborate.
• Good experience with systems, and particularly Microsoft Office.

If you are interested in this Client Relations Manager 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.

Are we a perfect match? Check out this video and find out!

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.