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For Companies At a Glance
- Tasks: Support Client Advisors in managing client wealth and preparing for meetings.
- Company: Join IDEX Consulting, a leader in Private Banking and Wealth Management.
- Benefits: Enjoy an excellent salary, benefits, and opportunities for professional growth.
- Why this job: Be part of a diverse team that values inclusion and personal authenticity.
- Qualifications: Experience in Wealth Management or Financial Services is preferred; tech-savvy with Microsoft tools.
- Other info: Opportunity to work towards CISI or CFA level 4 qualification.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
This is a fantastic opportunity for an ambitious administrator looking to progress within Private Banking/Wealth Management. Client Advisor Assistant/Administrator to provide comprehensive support to the Client Advisors as well as general office support, in the Edinburgh office.Key Accountabilities
- Assist Client Advisors with the management of Clients wealth
- Provide support for client meetings – preparation of meeting packs, attending meetings where required and taking ownership of post meeting actions e.g. payments
- Contact clients as requested by the Client Advisors, by telephone, letter or in person in order to ensure client's needs are met, including arrangement of meetings and annual reviews
- Answering client calls and queries professionally
- Prepare, check and client valuation records.
- Print valuations and statements, request payments and record cash receipts/transfers
Knowledge and Experience
- Experience in UK Wealth Management industry or Financial Services
- Experience of supporting a number of advisors
Technical Skills
- Computer literate with good knowledge of Microsoft systems (Word, Excel, Outlook, PowerPoint).
- Capable of using Intelligent Office
- Working towards a CISI or CFA level 4 qualification
Excellent salary and benefits.
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view 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 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 Advisor Assistant/Administrator employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor Assistant/Administrator
✨Tip Number 1
Familiarise yourself with the Private Banking and Wealth Management sectors. Understanding the industry trends and client needs will help you engage more effectively during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals already working in the Wealth Management field. Attend industry events or connect on platforms like LinkedIn to gain insights and potentially get referrals that could boost your application.
✨Tip Number 3
Brush up on your technical skills, especially with Microsoft Office and any specific software mentioned in the job description, like Intelligent Office. Being proficient will not only help you in the role but also impress during the interview.
✨Tip Number 4
Prepare for common interview questions related to client management and support roles. Think of examples from your past experiences that showcase your organisational skills and ability to handle client queries effectively.
We think you need these skills to ace Client Advisor Assistant/Administrator
Some tips for your application 🫡
Understand the Role: Read the job description thoroughly to understand the key responsibilities and required skills for the Client Advisor Assistant/Administrator position. Tailor your application to highlight how your experience aligns with these requirements.
Highlight Relevant Experience: Emphasise any previous experience in the UK Wealth Management industry or Financial Services. Mention specific tasks you have undertaken that relate to supporting advisors, managing client relationships, or preparing meeting materials.
Showcase Technical Skills: Make sure to mention your proficiency in Microsoft systems such as Word, Excel, Outlook, and PowerPoint. If you have experience with Intelligent Office, be sure to include that as well, as it is relevant to the role.
Craft a Strong Cover Letter: Write a compelling cover letter that not only summarises your qualifications but also expresses your enthusiasm for the role and the company. Discuss your career aspirations within Private Banking/Wealth Management and how this position fits into your goals.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Wealth Management Basics
Familiarise yourself with the fundamentals of wealth management and private banking. Understanding key concepts will help you engage in meaningful conversations during the interview and demonstrate your interest in the industry.
✨Showcase Your Administrative Skills
Be prepared to discuss your previous administrative experience, especially in a financial context. Highlight your organisational skills, attention to detail, and ability to manage multiple tasks efficiently, as these are crucial for the role.
✨Prepare for Client Interaction Scenarios
Since the role involves direct client interaction, think of examples where you've successfully handled client queries or resolved issues. This will show your capability in maintaining professional relationships and addressing client needs effectively.
✨Demonstrate Technical Proficiency
Brush up on your knowledge of Microsoft Office and any relevant software like Intelligent Office. Be ready to discuss how you've used these tools in past roles to enhance productivity and support client advisors.