Wealth Management - Client Services Admin

IDEX Consulting; Cardiff; On-site; GBP 21,000 - 27,000; Full time

Job summary

IDEX Consulting is seeking an organised and proactive administrator to support its client servicing function in Cardiff. You will work with Advisers and the Administration Manager to keep client cases progressing smoothly and provide professional, responsive service.

The role emphasizes diary coordination, document preparation, and liaison with clients and third parties to gather required information and progress cases efficiently.

Qualifications

• Previous experience in a customer-focused administrative role.
• Experience acting as an initial point of contact for Advisers and/or clients.
• Strong diary management and appointment scheduling skills.
• A professional and welcoming approach when dealing with clients and visitors.

Responsibilities

• Provide reliable administrative support to Financial Advisers.
• Coordinate diaries, arrange appointments and manage meeting schedules.
• Communicate with clients via phone, email and online portals to obtain information.
• Follow up with product providers and third parties to obtain outstanding information.
• Prepare documentation, reports and meeting materials ahead of client appointments.
• Assist with processing and administration of new business from submission through to completion.
• Produce illustrations, projections and valuations as required.
• Prepare invoices and maintain adviser remuneration records; follow up on payments.
• Handle correspondence, ensure it is distributed to Advisers within timescales.
• Review and action allocated tasks to manage priorities across client portfolios.
• Maintain accurate records of client and Adviser communications; audit trails on systems.
• Collaborate with internal teams, Advisers, providers and external contacts to meet client needs.

Skills

Diary management

Client service

Communication

Attention to detail

Team collaboration

Data handling

Documentation

Tools

Curo

Dynamic Planner

Job description

IDEX Consulting is seeking an organised and proactive administrator to support its client servicing function in Cardiff. You will work with Advisers and the Administration Manager to keep client cases progressing smoothly and provide professional, responsive service.

The role emphasizes diary coordination, document preparation, and liaison with clients and third parties to gather required information and progress cases efficiently.