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For Companies At a Glance
- Tasks: Support Financial Advisors and manage client interactions for a seamless experience.
- Company: Join a leading independent financial advisory firm in Bristol, thriving and expanding.
- Benefits: Enjoy hybrid working, private medical insurance, 24 days leave, and study support.
- Why this job: Great opportunity for career growth in a supportive and inclusive environment.
- Qualifications: Experience in financial services administration is essential; local candidates preferred.
- Other info: Diversity and inclusion are core values; your authentic self is welcomed here.
The predicted salary is between 28800 - 43200 £ per year.
Job Description
I'm currently looking for a Client Administrator to join a leading independent financial advisory firm in Bristol. Following recent acquisitions and continued success, the company is looking for candidates with financial services administration experience who are based locally to Bristol. With the business currently in a growth phase, this opens up significant opportunities for those interested in career progression and development. Responsibilities:
- Collaborate closely with Financial Advisors to provide proactive assistance
- Manage calendars and schedule client meetings
- 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:
- Hybrid & Flexible working
- Private Medical Insurance
- Employee Pension Scheme
- 24 days Annual Leave
- Dental Insurance
- Health cash plan
- Study support
The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked with an Advisor within an financial services environment. If this role sounds like it could be for you, and you would like some more information please send your CV to
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 Support employer: IDEX Consulting Ltd
Contact Detail:
IDEX Consulting Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Support
✨Tip Number 1
Familiarise yourself with the financial services industry, especially the role of Client Administrators. Understanding the nuances of working with Financial Advisors and affluent clients will give you an edge in interviews.
✨Tip Number 2
Network with professionals in the financial advisory sector, particularly those based in Bristol. Attend local events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss your previous experience in financial services administration. Be ready to share specific examples of how you've supported advisors and managed client relationships effectively.
✨Tip Number 4
Highlight your organisational skills and attention to detail during the interview process. These traits are crucial for managing calendars, scheduling meetings, and assembling materials for client interactions.
We think you need these skills to ace Client Support
Some tips for your application 🫡
Understand the Role: Read the job description carefully to understand the responsibilities and requirements. Highlight your relevant experience in financial services administration, especially any work with Financial Advisors.
Tailor Your CV: Customise your CV to reflect the skills and experiences that align with the Client Support role. Emphasise your ability to manage calendars, communicate effectively with high-net-worth clients, and your experience in database management.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific examples of how your previous experience makes you a great fit for the position and how you can contribute to their growth.
Proofread Your Application: Before submitting, thoroughly proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial in client support roles.
How to prepare for a job interview at IDEX Consulting Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial services and administration. Understand the key terms and processes that are relevant to the role, as this will show your potential employer that you're serious about the position.
✨Demonstrate Proactive Communication
Since the role involves collaborating with Financial Advisors and communicating with high-net-worth clients, be prepared to discuss how you've successfully managed client relationships in the past. Share specific examples that highlight your proactive approach.
✨Showcase Your Organisational Skills
The job requires managing calendars and scheduling meetings, so be ready to talk about your organisational skills. You might want to mention any tools or methods you use to stay organised and ensure nothing falls through the cracks.
✨Express Your Interest in Career Progression
Given that the company is in a growth phase, they are likely looking for candidates who are eager to develop their careers. Be sure to express your interest in progression and how you see yourself growing within the company.
