At a Glance
- Tasks: Coordinate client meetings and support Financial Advisors in a dynamic environment.
- Company: Join a leading wealth management firm known for its professional growth and success.
- Benefits: Enjoy a competitive salary, hybrid working options, and a supportive team culture.
- Other info: Proficiency with Intelligent Office is essential for this position.
- Why this job: This role offers a chance to work with high-net-worth clients and develop your career.
- Qualifications: 12 months of experience in financial services client administration is required.
The predicted salary is between 24000 - 40000 £ per year.
Senior Client Administrator - £40,000 DOE – Taunton - Hybrid
I’m working with a leading wealth management firm in Taunton that’s looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with 12 months or more of experience in financial services client administration, ideally based locally to Taunton.
If you’re looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm.
💼 Salary: Up to £40,000 DOE – above market for the right person
📍 Location: Hybrid / Taunton
Key Responsibilities:
- Coordinate diaries and schedule client meetings
- Support Financial Advisors with day-to-day client servicing
- Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience
- Prepare client meeting packs and documentation
- Generate invoices as needed
- Maintain and update client databases
Requirements:
- A minimum of 12 months’ experience in client administration within financial services
- Proficiency with Intelligent Office is essential
The company offer hybrid / flexible working. 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
Senior Client Administrator - £40,000 DOE – Taunton - Hybrid
StudySmarter Expert Advice🤫
We think this is how you could land Client Services Administrator in Bath
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like IDEX Consulting Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from IDEX Consulting Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like IDEX Consulting Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Client Services Administrator in Bath
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in IDEX Consulting Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show IDEX Consulting Ltd how you can be a team player!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with IDEX Consulting Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with IDEX Consulting Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
