Client Relationship Administrator

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

Job summary

A dynamic investment and wealth management firm in Worcester seeks a Client Relationship Administrator to support their team. This full-time role offers a pathway to career advancement with structured training and an extensive benefits package, including private medical insurance and pension contributions.

Benefits

Pension: Up to 7.5% employer matching

Private Medical Insurance for employee and family

Life Assurance: 4x annual salary

25 days holiday, increasing with tenure

Electric Car Scheme and Cycle to Work

Enhanced Maternity & Paternity Leave

Microsoft Office for home use

Qualifications

• Some administrative experience, ideally in financial services.
• Professional and approachable demeanor.
• Ability to manage multiple tasks effectively.

Responsibilities

• Support three Investment Managers with client service tasks.
• Act as primary contact for client communications.
• Maintain accurate client records.

Skills

Strong communication skills

Attention to detail

Proactive mindset

Job description

Social network you want to login/join with:

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.