Back to jobs

Client Advisor Assistant

Job description

A leading Wealth Management firm are looking for a Senior Investment Administrator to join their Manchester offices.

This role is an excellent opportunity for somebody with solid experience within the financial services industry to receive excellent exposure and ownership of their day to day role. Working with 3 senior investment management professionals, this role will give the successful candidate the opportunity to put their own stamp on the role and of processes for the team.

Whilst you will be assisting the team, you will also be given a voice and responsibility that will help shape efficiency and future successes.

My client requires somebody with a pro-active, 'can-do' attitude along with a confident and professional telephone manner (due to the regular communication with clients).

Additional duties include;

  • Management of team diaries
  • Provide support for client meetings including; booking meeting rooms, prepare client information packs along with post-meeting support
  • Be first point of contact for client queries and liaise with the Management team
  • Prepare, check and dispatch client records. Ensuring accuracy and compliance in accordance with regulatory requirements

Visit the IDEX Consulting Ltd website for further opportunities. We value diversity and always provide guidance based on merit. Please note that the information supplied may be retained for up to 3 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.