Client Administrator

IDEX Consulting; Manchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial consulting firm based in Manchester is seeking an experienced Client Administrator to support Client Advisors. This role includes managing client relationships, overseeing administrative tasks, and ensuring compliance with the UK wealth management industry standards. Ability to maintain client data and communicate effectively is essential. Candidates with a Level 4 qualification in finance are encouraged to apply. Competitive salary and a supportive work environment offered.

Qualifications

• Experience supporting multiple advisors.
• Understanding of risk and regulatory obligations.
• Proficiency in maintaining client data and communication.

Responsibilities

• Assist Client Advisors in managing clients' wealth.
• Support client meetings and follow up on actions.
• Maintain client files and records.
• Respond to client queries.
• Provide support to other teams as required.

Skills

Understanding of the UK wealth management industry

Excellent communication and written English skills

Professional telephone manner

Organized and efficient

Team-oriented mindset

Education

Level 4 qualification or working towards it; CISI or CFA study encouraged

Job description

My client, based in the heart of Manchester city centre, is seeking an experienced Client Administrator to support their Client Advisors. This role is essential in ensuring smooth service delivery and administrative operations.

Key Accountabilities

1. Assist Client Advisors proactively in managing clients' wealth according to their goals and risk appetite.
2. Support client meetings by preparing meeting packs, attending meetings as needed, and following up on post-meeting actions such as payments.
3. Contact clients via telephone, letter, or in person to meet their needs, including arranging meetings and annual reviews.
4. Respond to client queries as necessary.
5. Maintain client files and records, including data amendments and setting up or deleting client profiles.
6. Handle client calls professionally.
7. Coordinate with operations and administration teams on behalf of the client team.
8. Prepare, verify, and dispatch client valuation records, ensuring accuracy and compliance with regulations.
9. Assist with team projects and ensure compliance with client profile update processes.
10. Manage valuation printing, payment requests, and recording of cash transactions.
11. Update client meeting records and last review dates.
12. Provide support to other teams as required.

Knowledge and Experience

• Strong understanding of the UK wealth management industry.
• Level 4 qualification or working towards it; CISI or CFA study encouraged.
• Experience supporting multiple advisors, not just one-on-one.
• Understanding of risk and regulatory obligations.
• Proficiency in maintaining client data and communication.

Attributes and Qualities

• Excellent communication and written English skills.
• Professional telephone manner.
• Team-oriented, supportive, and positive attitude.
• High accuracy and attention to detail.
• Organized and efficient.
• Solution-oriented, proactive approach.

For more information, contact Graeme Hyland at 07896 933622 or via email at [e-mail].

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