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- Tasks: Manage client calendars, assist Financial Advisors, and ensure a smooth client experience.
- Company: Independent financial advisory firm with a supportive and collaborative culture.
- Benefits: Up to 27 days annual leave, bank holidays, and opportunities for progression.
- Why this job: Join a passionate team and make a real impact in client administration.
- Qualifications: Experience in IFA administration and strong communication skills.
- Other info: Great career growth opportunities with recent promotions within the team.
The predicted salary is between 28800 - 43200 Ā£ per year.
Iām currently looking for a Client Administrator to join an independent financial advisory firm based in Clevedon. The firm are seeking two talented individuals with experience in IFA administration who live local to the area.
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
Up to 27 days annual leave + bank holidays. Option to buy and sell annual leave.
Benefits / Opportunities
The business offers huge opportunities for progression, demonstrated by recent promotions with other staff members. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.
How to apply
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com
Client Administrator in Clevedon employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Client Administrator in Clevedon
āØTip Number 1
Network like a pro! Reach out to your connections in the financial advisory sector and let them know you're on the hunt for a Client Administrator role. You never know who might have the inside scoop on openings or can put in a good word for you.
āØTip Number 2
Prepare for those interviews! Research the firm thoroughly, understand their values, and be ready to discuss how your experience in IFA administration aligns with their needs. Practise common interview questions so you can showcase your skills confidently.
āØTip Number 3
Showcase your soft skills! As a Client Administrator, communication and collaboration are key. Be sure to highlight your ability to work closely with Financial Advisors and manage client relationships effectively during interviews.
āØTip Number 4
Apply through our website! We make it easy for you to find and apply for roles that suit your skills. Plus, it shows you're serious about joining our supportive and collaborative team. Don't miss out on the chance to progress in your career!
We think you need these skills to ace Client Administrator in Clevedon
Some tips for your application š«”
Tailor Your CV: Make sure your CV highlights your experience in IFA administration. We want to see how your skills align with the responsibilities listed, like managing calendars and collaborating with Financial Advisors.
Showcase Your Communication Skills: Since you'll be dealing with affluent clients, it's crucial to demonstrate your communication prowess. Use clear and professional language in your application to reflect how you would interact with high-net-worth clients.
Highlight Teamwork Experience: We value a supportive and collaborative team environment. Share examples of how you've worked closely with others in previous roles, especially in administrative settings, to show you're a great fit for our culture.
Apply Through Our Website: While you can send your CV via email, we encourage you to apply through our website for a smoother process. It helps us keep track of applications better and ensures you donāt miss out on any important updates!
How to prepare for a job interview at IDEX Consulting Ltd
āØKnow Your Stuff
Make sure you brush up on your knowledge of IFA administration. Familiarise yourself with the specific tasks mentioned in the job description, like managing calendars and scheduling meetings. This will show that you're not just interested in the role but also understand what it entails.
āØShowcase Your Communication Skills
Since you'll be dealing with affluent clients, it's crucial to demonstrate your communication skills during the interview. Practice articulating your thoughts clearly and confidently, and think of examples where you've successfully communicated with clients or colleagues in the past.
āØBe Proactive
The firm values a proactive approach, so come prepared with ideas on how you can assist Financial Advisors effectively. Think about how you can streamline processes or improve client experiences, and be ready to discuss these during your interview.
āØAsk Insightful Questions
Prepare some thoughtful questions to ask at the end of your interview. This could be about the team dynamics, opportunities for progression, or how they measure success in the Client Administrator role. It shows you're genuinely interested and engaged with the position.
