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- Tasks: Support Client Advisors in managing client wealth and prepare for meetings.
- Company: Join IDEX Consulting, a leader in Private Banking and Wealth Management.
- Benefits: Enjoy an excellent salary, benefits, and opportunities for growth.
- Why this job: Gain valuable experience in finance while working in an inclusive culture.
- Qualifications: Experience in Wealth Management or Financial Services is preferred.
- Other info: Opportunity to work towards CISI or CFA level 4 qualification.
The predicted salary is between 28800 - 43200 £ per year.
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 employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Advisor Assistant
✨Tip Number 1
Familiarize yourself with the UK Wealth Management industry. Understanding the key players, trends, and regulations will help you engage in meaningful conversations during interviews and demonstrate your commitment to the field.
✨Tip Number 2
Network with professionals in the Private Banking sector. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role of a Client Advisor Assistant.
✨Tip Number 3
Brush up on your Microsoft Office skills, especially Excel and PowerPoint. Being proficient in these tools is crucial for preparing meeting packs and managing client records effectively.
✨Tip Number 4
Consider pursuing a CISI or CFA level 4 qualification. This not only enhances your knowledge but also shows your dedication to advancing your career in wealth management, making you a more attractive candidate.
We think you need these skills to ace Client Advisor Assistant
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Client Advisor Assistant position. Understand the key accountabilities and required skills, so you can tailor your application accordingly.
Highlight Relevant Experience: In your CV and cover letter, emphasize any experience you have in the UK Wealth Management industry or Financial Services. Mention specific examples of how you've supported advisors or managed client relationships.
Showcase Technical Skills: Since the role requires proficiency in Microsoft systems and potentially Intelligent Office, be sure to highlight your technical skills. Provide examples of how you've used these tools in previous roles.
Craft a Strong Cover Letter: Write a compelling cover letter that not only outlines your qualifications but also expresses your enthusiasm for the role and the company. Mention your commitment to diversity and inclusion, aligning with the company's mission.
How to prepare for a job interview at IDEX Consulting
✨Show Your Knowledge of Wealth Management
Make sure to brush up on your understanding of the UK Wealth Management industry. Be prepared to discuss current trends and how they might impact client relationships, as this will demonstrate your genuine interest in the field.
✨Highlight Your Administrative Skills
Since the role involves providing comprehensive support, be ready to share specific examples of your administrative experience. Discuss how you've successfully managed multiple tasks or supported advisors in previous roles.
✨Prepare for Client Interaction Scenarios
Think about potential client scenarios you might encounter in this role. Practice how you would handle client queries or arrange meetings, as this will show your readiness to engage with clients professionally.
✨Demonstrate Technical Proficiency
Familiarize yourself with Microsoft systems and any relevant software like Intelligent Office. Be prepared to discuss your technical skills and how they can help streamline processes in the role.
