IDEX Consulting Ltd
Client Administrator - Financial Planning
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Client Administrator - Investment Management
About Our Client
Our client is a well-established investment management firm, providing bespoke investment management and financial planning services to private clients. With a strong reputation for delivering high-quality advice and exceptional client service, they are committed to helping individuals and families achieve their long-term financial goals.
They foster a collaborative and professional working environment, investing in their people and offering excellent opportunities for career development within a supportive and inclusive culture.
The Role
Our client is seeking a Client Administrator to provide comprehensive administrative support to Investment Managers, ensuring an outstanding client experience while maintaining high regulatory and operational standards.
Key Responsibilities
- Provide administrative support to a team of Investment Managers.
- Build and maintain strong relationships with clients, acting as a key point of contact.
- Maintain accurate client records and back-office systems in line with company procedures.
- Liaise with operational teams regarding transfers, corporate actions, foreign exchange, static data updates, and other client-related activities.
- Prepare client meeting packs, valuations, and supporting documentation.
- Assist Investment Managers with new business presentations and proposals.
- Process cash transfers, foreign exchange transactions, and monitor client account balances.
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Skills & Experience
The successful candidate will have:
- Previous administration experience within Investment Management or Wealth Management (essential).
- Experience working with financial products (essential).
- Knowledge of Xplan would be advantageous.
- Strong organisational and administrative skills with excellent attention to detail.
- A proactive approach with a strong commitment to delivering excellent client service.
- The ability to prioritise workloads and work effectively under pressure.
- Excellent communication and interpersonal skills.
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Qualifications
A good standard of education; degree level qualification is desirable but not essential.
Benefits
Our client offers a competitive salary and an excellent benefits package, including:
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working (role dependent)
- Generous annual leave entitlement
- Option to purchase additional holiday
- Enhanced family-friendly policies
- Ongoing learning and career development opportunities
Our client is committed to creating an inclusive workplace where everyone feels valued, respected, and supported. They welcome applications from candidates of all backgrounds and are happy to make reasonable adjustments throughout the recruitment process where required.
Apply now or reach out to Tom Roberts for more information.
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