At a Glance
- Tasks: Manage client queries and support financial planners in delivering exceptional service.
- Company: A growing financial planning firm with a forward-thinking approach.
- Benefits: Competitive salary, bonus potential, and hybrid working options.
- Other info: Long-term career prospects in a supportive and professional environment.
- Why this job: Join a dynamic team during an exciting growth phase and make a real impact.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 33000 - 33000 £ per year.
An exciting opportunity has arisen in Exeter for an experienced Financial Planning Administrator to join a growing and forward-thinking financial planning firm on a permanent basis. This position has been created as a result of continued company growth and a recent acquisition, making it a great time to join the business as it expands its presence and client base.
Key responsibilities will include:
- Handling incoming calls and emails in a professional and efficient manner
- Managing client queries, escalating only those requiring advice to the Financial Planner
- Recording and monitoring annual review dates on the back-office system
- Planning, booking, and preparing for annual review meetings, ensuring nothing is missed
- Supporting the Financial Planner to deliver a high level of ongoing client service
- Assisting clients with account access, navigation, and updates
- Providing regular updates to both clients and Financial Planners on outstanding cases
- Maintaining accurate client and plan data across internal systems
- Preparing and processing new business documentation and application packs
- Managing new business through to completion, ensuring accuracy and timeliness
- Creating and maintaining client platform records
- Handling technical queries, including AML checks, referrals, and beneficial ownership queries
The ideal candidate will have:
- Previous experience in a Financial Planning Administration role
- Strong communication and interpersonal skills
- Excellent organisation, diary management, and planning abilities
- High attention to detail and accuracy
- The ability to work independently and use initiative
- A professional and confident telephone manner
- A strong commitment to delivering exceptional client service
This is a fantastic opportunity to join a business at an exciting stage of its growth, offering long-term career prospects within a supportive and professional environment.
If this opportunity aligns with your aspirations, or if you know someone who could be a good fit, please reach out in confidence to Samantha.durbridge@idexconsulting.com.
Locations
Client Administrator in Devon, Exeter employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
StudySmarter Expert Advice🤫
We think this is how you could land Client Administrator in Devon, Exeter
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like IDEX Consulting Ltd. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Client Administrator in Devon, Exeter
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to IDEX Consulting Ltd.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on IDEX Consulting Ltd's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at IDEX Consulting Ltd
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with IDEX Consulting Ltd.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at IDEX Consulting Ltd will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former IDEX Consulting Ltd employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
