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Client Relationship Administrator, Worcester
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Client:
IDEX Consulting
Location:
Worcester, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Reference:
97b2c37e597e
Job Views:
4
Posted:
29.06.2025
Expiry Date:
13.08.2025
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Job Description:
Are you looking to kick-start your career in the wealth sector with a dynamic and forward-thinking business? We're 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.
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