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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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