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:
1. Support three Investment Managers with administrative and client service tasks.
2. Act as a primary point of contact for client communications and requests.
3. Maintain accurate client records and documentation.
4. Assist with processing investment-related paperwork.
5. Provide exceptional service and ensure smooth client on-boarding and reviews.
What You'll Bring:
6. Some administrative experience - ideally within financial services or a client-facing industry.
7. Strong communication skills and a professional, approachable manner.
8. Accuracy, attention to detail, and the ability to manage multiple tasks at once.
9. 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:
10. £27, - £28, starting salary
11. Full-time, 8:30am - 5:00pm, Monday to Friday
12. Office based in Worcester
Extensive Benefits Package Includes:
13. Pension: Up to 7.5% employer matching (4.5% employee minimum contribution)
14. Private Medical Insurance: Cover for employee, spouse/partner, and children via Vitality from day one
15. Medical Cash Plan: Dental, eye care, physiotherapy, and more via Simply Health
16. Life Assurance: 4x annual salary (from start date)
17. 25 days holiday, increasing with tenure (+ bank holidays)
18. Share Incentive Plan: Company matched shares (after 6 months)
19. Electric Car Scheme, Cycle to Work, and Interest-Free Season Ticket Loan
20. Enhanced Maternity & Paternity Leave
21. Wellness Days, flu jabs, eye care vouchers
22. Microsoft Office for home use
23. 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.