Client Relationship Administrator

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.

• 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.

• 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.

Salary & Working Hours:

• £27,000 - £28,000 starting salary
• 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.

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.