At a Glance
- Tasks: Manage client queries, support Financial Planners, and ensure exceptional client service.
- Company: A forward-thinking financial planning firm experiencing exciting growth.
- Benefits: Permanent position with opportunities for career advancement and a supportive work culture.
- Other info: Commitment to diversity, equity, and inclusion in the workplace.
- Why this job: Join a dynamic team and make a real difference in clients' financial journeys.
- Qualifications: Experience in financial planning administration and strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
An exciting opportunity has arisen 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
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 Admin in Exeter employer: IDEX Consulting
Join a dynamic and expanding financial planning firm that prioritises employee growth and development. With a commitment to exceptional client service and a culture of inclusion, you will thrive in an environment that values your contributions and offers opportunities for professional advancement. Located in a vibrant area, this role not only provides meaningful work but also the chance to be part of a forward-thinking team dedicated to making a difference.
StudySmarter Expert Advice🤫
We think this is how you could land Client Admin in Exeter
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial planning sector and let them know you're on the lookout for opportunities. You never know who might have the inside scoop on a role that’s perfect for you.
✨Tip Number 2
Prepare for those interviews by researching the company and its recent growth. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute to their success.
✨Tip Number 3
Practice your communication skills! Since this role involves handling client queries and managing calls, being articulate and confident is key. Try mock interviews with friends or family to polish your delivery.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to engage directly with us.
We think you need these skills to ace Client Admin in Exeter
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience mentioned in the job description. Highlight your previous roles in financial planning administration and any relevant achievements that showcase your ability to handle client queries and manage documentation.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Client Admin role. Mention your strong communication skills and your commitment to delivering exceptional client service, as these are key to the position.
Showcase Your Attention to Detail:In a role where accuracy is crucial, make sure to demonstrate your attention to detail in your application. Double-check for any typos or errors in your documents, and consider including examples of how you've maintained accuracy in past roles.
Apply Through Our Website:We encourage you to apply directly through our website for the best chance of success. This way, your application will be seen by the right people, and you'll be one step closer to joining our growing team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Stuff
Make sure you brush up on your financial planning knowledge. Understand the key responsibilities of the Client Admin role and be ready to discuss how your previous experience aligns with them. This shows that you're not just interested in the job, but that you genuinely understand what it entails.
✨Showcase Your Communication Skills
Since strong communication is crucial for this role, prepare examples of how you've effectively handled client queries or managed communications in past positions. Practise articulating your thoughts clearly and confidently, as this will reflect your professional telephone manner.
✨Demonstrate Organisation and Attention to Detail
Be ready to talk about how you manage your time and keep track of important tasks. You might want to share specific tools or methods you use for diary management and planning. Highlighting your attention to detail can set you apart, especially when discussing how you ensure accuracy in documentation.
✨Emphasise Your Commitment to Client Service
Prepare to discuss instances where you've gone above and beyond for clients. This could include how you supported a Financial Planner or resolved a complex client issue. Showing your dedication to exceptional client service will resonate well with the interviewers.
