Are you ready to take the next step in your financial services career? We're looking for an ambitious and organised Client Wealth Administrator to join a leading Investment Management team in Birmingham. In this role, you will provide high-level administrative support to Investment Managers while building strong client relationships and ensuring an exceptional client experience.
This is a fantastic opportunity for someone with experience in financial services who is looking to grow personally and professionally. You'll have access to a structured training programme with full support for professional development and qualifications, plus the chance to collaborate with a team of experienced Investment Managers and Financial Advisers.
What you'll be doing:
* Supporting Financial Planners and/or Investment Managers to deliver excellent client outcomes
* Building and maintaining strong relationships with clients through regular communication
* Coordinating with operational teams on processes such as transfers, static data changes, and corporate actions
* Preparing meeting packs and valuations
* Assisting with the preparation of new business pitches and presentations
* Maintaining accurate client records and back-office systems in line with company policies
What we're looking for:
* Previous experience in the financial services industry
* A desire to build a long-term career in investment or financial planning administration
* A strong client service ethic and excellent interpersonal skills
* Strong written and verbal communication
* Excellent planning and organisational skills
* Proactive problem-solving ability
* Knowledge of investments, pensions, and life assurance is preferred
* Minimum GCSE Grade C in Maths or equivalent
If you're eager to develop within a respected financial services team and want to work in a dynamic, supportive environment, we'd love to hear from you.
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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.
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