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For Companies At a Glance
- Tasks: Support Financial Planners and deliver excellent client outcomes in a dynamic environment.
- Company: Leading wealth management firm with a focus on progression and inclusivity.
- Benefits: Study support, career progression opportunities, and a vibrant office near the city centre.
- Why this job: Gain valuable experience and build relationships while making a real impact in finance.
- Qualifications: Recent experience in a similar role, ideally within Financial Advisory.
- Other info: Join a diverse team committed to inclusion and personal growth.
The predicted salary is between 28800 - 48000 £ per year.
IDEX Consulting is working with a leading wealth management business that requires a Financial Planning Administrator to join their growing team. Recently moved into brand new offices, just a short walk from the city centre train station, the business continues to be an exciting place to work for many staff who have demonstrated genuine progression across front and back office teams.
Responsibilities
- Work closely with the aligned Financial Planners to deliver excellent client outcomes.
- Build relationships with clients and maintain regular contact.
- Liaise with operational teams where support is required.
- Preparation of meeting packs and valuations.
- Maintain back office systems and client records in line with the company policies.
Qualifications
Due to the fast-paced nature of the role, the successful candidate will require recent and relevant experience within a similar function, ideally within a Financial Advisory business.
Opportunities
Longer term opportunities for study support and a pathway to progress are provided and fully supported by the leadership team.
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 Administrator in Leeds employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Leeds
✨Tip Number 1
Network like a pro! Reach out to current or former employees of the company on LinkedIn. A friendly chat can give us insider info and maybe even a referral!
✨Tip Number 2
Prepare for the interview by knowing your stuff! Research the company’s values and recent news. This shows we’re genuinely interested and ready to contribute to their mission.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family. It’ll help us get comfortable with our answers and boost our confidence when it’s showtime.
✨Tip Number 4
Don’t forget to follow up! A quick thank-you email after the interview can leave a lasting impression. It shows we appreciate their time and are still keen on the role.
We think you need these skills to ace Client Administrator in Leeds
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Administrator role. Highlight relevant experience in financial planning and client management, as this will show us you understand what we're looking for.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your skills align with our needs. Keep it concise but engaging – we want to see your personality!
Showcase Your Communication Skills: As a Client Administrator, communication is key. In your application, demonstrate your ability to build relationships and maintain contact with clients. Use clear and professional language throughout.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen to join our team!
How to prepare for a job interview at IDEX Consulting
✨Know Your Financial Stuff
Make sure you brush up on your financial planning knowledge. Understand the basics of wealth management and be ready to discuss how you've applied this in previous roles. This will show that you're not just a fit for the role, but that you’re genuinely interested in the field.
✨Build Rapport with Your Interviewers
Since this role involves building relationships with clients, demonstrate your interpersonal skills during the interview. Be friendly, engage in small talk, and show genuine interest in the interviewers' experiences at the company. This can help you stand out as someone who would fit well within their team.
✨Prepare for Scenario Questions
Expect questions that ask how you would handle specific situations, especially those related to client interactions or operational challenges. Think of examples from your past experience where you successfully navigated similar scenarios, and be ready to share them.
✨Show Enthusiasm for Growth
The job description mentions opportunities for progression and study support. Make sure to express your eagerness to learn and grow within the company. Discuss any relevant courses or certifications you’re interested in pursuing, which aligns with their commitment to employee development.
