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For Companies At a Glance
- Tasks: Support Financial Planners and Investment Managers while ensuring excellent client experiences.
- Company: Join a leading Investment Management team in Birmingham focused on client relationships.
- Benefits: Enjoy structured training, professional development support, and a dynamic work environment.
- Why this job: Grow your career in financial services with a supportive team and impactful work.
- Qualifications: Experience in financial services, strong communication skills, and a desire for long-term growth.
- Other info: IDEX values diversity and inclusion, fostering an authentic workplace for all.
The predicted salary is between 28800 - 43200 £ per year.
Are you ready to take the next step in your financial services career? We are looking for an ambitious and organised Client Wealth Administrator to join a leading Investment Management team in Birmingham. In this role, you will provide high-level administrative support to Investment Managers while building strong client relationships and ensuring an exceptional client experience. This is a fantastic opportunity for someone with experience in financial services who is looking to grow personally and professionally. You will have access to a structured training programme with full support for professional development and qualifications, plus the chance to collaborate with a team of experienced Investment Managers and Financial Advisers.
What you will be doing:
- Supporting Financial Planners and/or Investment Managers to deliver excellent client outcomes
- Building and maintaining strong relationships with clients through regular communication
- Coordinating with operational teams on processes such as transfers, static data changes, and corporate actions
- Preparing meeting packs and valuations
- Assisting with the preparation of new business pitches and presentations
- Maintaining accurate client records and back-office systems in line with company policies
What we are looking for:
- Previous experience in the financial services industry
- A desire to build a long-term career in investment or financial planning administration
- A strong client service ethic and excellent interpersonal skills
- Strong written and verbal communication
- Excellent planning and organisational skills
- Proactive problem-solving ability
- Knowledge of investments, pensions, and life assurance is preferred
- Minimum GCSE Grade C in Maths or equivalent
If you are eager to develop within a respected financial services team and want to work in a dynamic, supportive environment, we would love to hear from you.
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 recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Client Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator
✨Tip Number 1
Familiarise yourself with the latest trends in financial services, particularly in investment management. This knowledge will not only help you during interviews but also demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals already working in investment management or financial planning. Attend industry events or join relevant online forums to build connections that could lead to referrals or insider information about the role.
✨Tip Number 3
Prepare to discuss your previous experiences in client service and how they relate to the responsibilities of a Client Administrator. Be ready to share specific examples that highlight your organisational skills and ability to build strong client relationships.
✨Tip Number 4
Research the company culture at StudySmarter and align your values with theirs. Understanding their commitment to diversity, equity, and inclusion can help you articulate why you would be a great fit for their team.
We think you need these skills to ace Client Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services. Emphasise your administrative skills and any previous roles that involved client interaction or support to Investment Managers.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that demonstrate your strong client service ethic and organisational skills, as well as your desire to grow in the financial planning sector.
Highlight Relevant Skills: In your application, clearly outline your communication skills, problem-solving abilities, and knowledge of investments, pensions, and life assurance. Use examples to illustrate how you've successfully applied these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which are crucial in the financial services industry.
How to prepare for a job interview at IDEX Consulting
✨Showcase Your Financial Services Experience
Make sure to highlight your previous experience in the financial services industry during the interview. Be prepared to discuss specific roles and responsibilities you've had, especially those that relate to client administration and support.
✨Demonstrate Strong Communication Skills
Since the role involves building strong client relationships, it's crucial to demonstrate your excellent verbal and written communication skills. Practice articulating your thoughts clearly and confidently, and be ready to provide examples of how you've effectively communicated with clients in the past.
✨Prepare for Problem-Solving Scenarios
The ability to proactively solve problems is key in this role. Think of examples where you've successfully navigated challenges in a previous job, particularly in client service or administrative tasks, and be ready to share these during the interview.
✨Research the Company and Team
Familiarise yourself with the company’s values, mission, and the specific Investment Management team you’ll be working with. This will not only help you tailor your answers but also show your genuine interest in the role and the organisation.
