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For Companies At a Glance
- Tasks: Support Financial Advisors and manage client interactions for a smooth experience.
- Company: Join a rapidly growing Financial Advisory group with a collaborative culture.
- Benefits: Hybrid working, study support, and clear career progression opportunities.
- Why this job: Be part of a dynamic team and make a real impact in client relations.
- Qualifications: Strong organisational skills and a proactive attitude towards client management.
- Other info: Embrace diversity and inclusion in a supportive work environment.
The predicted salary is between 30000 - 42000 £ per year.
IDEX Consulting are working with an acquisitional Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.
Duties include:
- Working closely with Financial Advisors to offer pro‑active support
- Diary management and arranging client meetings
- Liaise with highly affluent and high net worth clients to ensure a smooth process and experience
- Prepare meeting packs prior to client meetings on behalf of Advisors
- Raise invoices where required
- Database management
The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro‑active and energetic approach to their work. The role will have a hybrid working pattern (3 days office/2 days home) upon completion of probation, with study support available - should this be your ambition.
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 Administrator in Northallerton employer: IDEX Consulting
Contact Detail:
IDEX Consulting Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Client Administrator in Northallerton
✨Tip Number 1
Network like a pro! Reach out to current employees at IDEX Consulting on LinkedIn or through mutual connections. A friendly chat can give you insider info and might just get your foot in the door.
✨Tip Number 2
Prepare for the interview by researching the company culture and values. Show them you’re not just a fit for the role, but also for their team. We want to see your personality shine!
✨Tip Number 3
Practice common interview questions with a friend or in front of the mirror. Confidence is key, and we want you to feel ready to tackle anything they throw your way!
✨Tip Number 4
Don’t forget to follow up after your interview! A quick thank-you email can leave a lasting impression and shows your enthusiasm for the role. Plus, it keeps you on their radar!
We think you need these skills to ace Client Administrator in Northallerton
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Client Administrator role. Highlight relevant experience, especially any work with Financial Advisors or high net worth clients. We want to see how you can bring your unique skills to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about this role and how you align with our values at StudySmarter. Keep it concise but engaging – we love a good story!
Showcase Your Organisational Skills: As a Client Administrator, you'll need to juggle multiple tasks. In your application, give examples of how you've successfully managed diaries, arranged meetings, or handled databases in the past. We want to know you can keep things running smoothly!
Apply Through Our Website: Don't forget to apply through our website! It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, you’ll find more opportunities there that might catch your eye!
How to prepare for a job interview at IDEX Consulting
✨Know Your Role Inside Out
Before the interview, make sure you thoroughly understand the Client Administrator role. Familiarise yourself with the key responsibilities like diary management and liaising with high net worth clients. This will help you answer questions confidently and show that you're genuinely interested in the position.
✨Showcase Your Organisational Skills
As an IFA Administrator, you'll need to be super organised. Prepare examples from your past experiences where you've successfully managed schedules or prepared meeting packs. This will demonstrate your ability to handle the demands of the role effectively.
✨Prepare Questions for Them
Interviews are a two-way street! Think of insightful questions to ask about the team dynamics or the company's growth plans. This shows that you're not just interested in the job, but also in how you can contribute to their success.
✨Emphasise Your Team Spirit
Since the role involves working closely with Financial Advisors and being part of a collaborative team, highlight your teamwork skills. Share instances where you've worked well in a team setting, as this aligns with their supportive company culture.
