IDEX Consulting Ltd
Client Administrator
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Client Administrator - £34,000 DOE – Taunton - Hybrid
I’m working with a leading wealth management firm in Taunton that is looking to welcome a Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with 12 months or more experience in financial services client administration, ideally based locally to Taunton.
If you’re looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm.
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Salary
Up to £34,000 DOE
Location
Hybrid / Taunton
Key Responsibilities
- Coordinate diaries and schedule client meetings
- Support Financial Advisors with day-to-day client servicing
- Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience
- Prepare client meeting packs and documentation
- Generate invoices as needed
- Maintain and update client databases
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Requirements
- Minimum of 12 months’ experience in client administration within financial services, preferably at an independent financial planning firm.
- Proficiency with Intelligent Office
The company offers hybrid/flexible working.
If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Samantha.durbridge@idexconsulting.com
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