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For Companies At a Glance
- Tasks: Support Investment Managers with client communications and administrative tasks.
- Company: Join a respected investment firm focused on growth and career development.
- Benefits: Enjoy a competitive salary, extensive benefits, and wellness perks.
- Why this job: Kick-start your career in finance with structured training and growth opportunities.
- Qualifications: Some admin experience, strong communication skills, and a proactive mindset required.
- Other info: Office-based role in Worcester with a supportive team environment.
The predicted salary is between 28800 - 43200 £ per year.
Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We are partnering with a respected investment and wealth management firm in Worcester, currently hiring a Client Relationship Administrator to join their expanding team. This role will support three experienced Investment Managers in a busy and rewarding office environment. The company has grown significantly through acquisition and is now focused on organic growth, offering a fantastic opportunity for career development.
About the Role:
- Support three Investment Managers with administrative and client service tasks.
- Act as a primary point of contact for client communications and requests.
- Maintain accurate client records and documentation.
- Assist with processing investment-related paperwork.
- Provide exceptional service and ensure smooth client on-boarding and reviews.
What You’ll Bring:
- Some administrative experience - ideally within financial services or a client-facing industry.
- Strong communication skills and a professional, approachable manner.
- Accuracy, attention to detail, and the ability to manage multiple tasks at once.
- A proactive mindset and desire to learn and progress in a financial services career.
This role provides an excellent pathway into more senior administrative roles such as Investment Assistant, with structured training, an initial handover, and long-term career development support.
What’s in It for You?
- Salary & Working Hours: Full-time, 8:30am - 5:00pm, Monday to Friday Office based in Worcester
- Extensive Benefits Package Includes:
- Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
- Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
- Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
- Life Assurance: 4x annual salary (from start date)
- 25 days holiday, increasing with tenure (+ bank holidays)
- Share Incentive Plan: Company matched shares (after 6 months)
- Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
- Enhanced Maternity & Paternity Leave
- Wellness Days, flu jabs, eye care vouchers
- Microsoft Office for home use
- Discounts on the company’s own investment services
If you’re detail-oriented, motivated to grow, and excited about joining a company that invests in its people, this could be the perfect next step for you.
Client Relationship Administrator employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Relationship Administrator
✨Tip Number 1
Research the company and its values thoroughly. Understanding their approach to client relationships and investment management will help you tailor your conversations during interviews, showing that you're genuinely interested in their mission.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in client relationship roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals for the position.
✨Tip Number 3
Prepare to discuss your administrative experience in detail. Think of specific examples where you've demonstrated strong communication skills and attention to detail, as these are crucial for the role of a Client Relationship Administrator.
✨Tip Number 4
Showcase your proactive mindset by preparing questions about the company's growth and training opportunities. This not only demonstrates your enthusiasm for the role but also your desire to contribute to their success.
We think you need these skills to ace Client Relationship Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant administrative experience, especially in financial services or client-facing roles. Use keywords from the job description to demonstrate your fit for the Client Relationship Administrator position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your strong communication skills and proactive mindset. Mention specific examples of how you've successfully managed multiple tasks and provided exceptional service in previous roles.
Highlight Attention to Detail: In your application, emphasise your accuracy and attention to detail. Provide examples of how these skills have helped you maintain accurate records or manage client communications effectively.
Show Enthusiasm for Growth: Express your desire to learn and progress within the financial services sector. Mention any relevant training or development opportunities you are interested in, aligning with the company's focus on career development.
How to prepare for a job interview at IDEX Consulting
✨Research the Company
Before your interview, take some time to learn about the investment and wealth management firm. Understand their values, recent achievements, and the services they offer. This will not only help you answer questions more effectively but also show your genuine interest in the role.
✨Prepare for Common Questions
Anticipate questions related to your administrative experience and client-facing skills. Be ready to discuss how you've handled multiple tasks in the past and provide examples of your attention to detail. Practising your responses can help you feel more confident during the interview.
✨Showcase Your Communication Skills
As a Client Relationship Administrator, strong communication is key. During the interview, demonstrate your ability to communicate clearly and professionally. Use examples from your past experiences to illustrate how you've successfully interacted with clients or colleagues.
✨Express Your Desire to Learn
This role offers a pathway to more senior positions, so it's important to convey your eagerness to grow within the company. Discuss your proactive mindset and any steps you've taken to further your knowledge in financial services, showing that you're committed to your career development.
