Client Relationship Administrator

Social network you want to login/join with:Client Relationship Administrator, Worcester

col-narrow-leftClient:

IDEX ConsultingLocation:

Worcester, United KingdomJob Category:

Other-EU work permit required:

Yescol-narrow-rightJob Reference:

97b2c37e597eJob Views:

6Posted:

19.08.2025Expiry Date:

03.10.2025col-wideJob 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 and Working Hours:Full-time, 8:30am - 5:00pm, Monday to FridayOffice 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 oneMedical Cash Plan: Dental, eye care, physiotherapy, and more via Simply HealthLife 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 LoanEnhanced Maternity and Paternity LeaveWellness Days, flu jabs, eye care vouchersMicrosoft Office for home useDiscounts 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 ..... full job details .....