Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage client calendars, assist Financial Advisors, and ensure a smooth client experience.
- Company: Join a leading financial advisory group known for its success and supportive culture.
- Benefits: Enjoy 30 days annual leave, flexible working, private medical insurance, and study support.
- Why this job: Be part of a thriving firm with significant opportunities for career progression and a collaborative environment.
- Qualifications: Experience in financial services client administration is essential.
- Other info: The company values diversity and inclusion, fostering an authentic workplace for all.
The predicted salary is between 28800 - 43200 £ per year.
I'm currently looking for a Client Administrator to join a leading financial advisory group! Due to the company's ongoing success, they are seeking talented individuals with experience in FS client administration who are local to Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving firm.
Responsibilities:
- Manage calendars and schedule client meetings
- Collaborate closely with Financial Advisors to provide proactive assistance
- Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
- Assemble meeting materials for Advisors before client meetings
- Raise invoices where required
- Database management
Perks:
- 30 days annual leave + bank holidays
- 10% bonus
- Flexible and hybrid working
- Private medical insurance
- Healthcare cash plan
- 5% employer pension contribution
- Study support to develop and progress
The business offers significant opportunities for progression, as demonstrated by recent promotions of other client administrators. Joining the team, you'll be part of a supportive and collaborative environment that values a proactive and passionate approach to work. The company offers hybrid and flexible working arrangements, including study support, if this aligns with your ambitions.
If this role interests you and you'd like more information, please send your CV to Samantha.durbridge@idexconsulting.com.
Visit the IDEX Consulting Ltd website for further opportunities.
Please note that the information provided may be retained for up to 10 years for future vacancies. For details on how we handle your data, please review our Privacy Policy.
Our Diversity, Equity and Inclusion Mission
At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at all levels requires ongoing, measurable effort. We are committed to fostering conscious inclusion and creating equitable pathways.
Client Admin employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Admin
✨Tip Number 1
Familiarise yourself with the financial advisory sector, especially client administration. Understanding the specific needs and challenges faced by Financial Advisors will help you demonstrate your knowledge during any discussions.
✨Tip Number 2
Network with professionals in the industry, particularly those working in Cardiff. Attend local finance-related events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss your experience with high-net-worth clients. Be ready to share examples of how you've provided exceptional service and managed complex client needs, as this is crucial for the role.
✨Tip Number 4
Showcase your organisational skills by discussing tools or methods you use for calendar management and database organisation. Highlighting your proactive approach will resonate well with the hiring team.
We think you need these skills to ace Client Admin
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services client administration. Emphasise skills like calendar management, collaboration with financial advisors, and communication with high-net-worth clients.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific reasons why you want to join this financial advisory group and how your background aligns with their needs.
Highlight Relevant Skills: In your application, focus on key skills such as database management, invoice raising, and assembling meeting materials. Use examples from your past experiences to demonstrate these abilities.
Follow Up: After submitting your application, consider sending a polite follow-up email to express your continued interest in the position. This can help keep you on their radar and show your enthusiasm for the role.
How to prepare for a job interview at IDEX Consulting
✨Research the Company
Before your interview, take some time to learn about the financial advisory group. Understand their values, mission, and recent achievements. This will not only help you answer questions more effectively but also show your genuine interest in the company.
✨Prepare for Client Interaction Scenarios
Given the role involves communicating with affluent and high-net-worth clients, be ready to discuss how you would handle various client scenarios. Think of examples from your past experience where you successfully managed client relationships or resolved issues.
✨Showcase Your Organisational Skills
As a Client Administrator, managing calendars and scheduling meetings is crucial. Be prepared to discuss your organisational strategies and tools you use to stay on top of tasks. Highlight any experience you have with database management as well.
✨Ask Insightful Questions
At the end of the interview, make sure to ask thoughtful questions about the team dynamics, opportunities for progression, and the company's approach to client administration. This demonstrates your enthusiasm for the role and helps you gauge if it's the right fit for you.
