Senior Client Administrator - £35,000 - Clevedon, Somerset - Hybrid
I’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area.
Hybrid role - 3 days in office / 2 days working from home
Responsibilities:
• Manage calendars and schedule client meetings
• Collaborate closely with Financial Advisors to provide proactive assistance
• Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
• Assemble meeting materials for Advisors before client meetings
• Raise invoices where required
• Database management
Perks:
• Up to 27 days annual leave + bank holidays
• DIS
• Option to buy and sell annual leave
• Healthcare cash plan
The business offers huge opportunities for progression, demonstrated by recent promotions with other staff members. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.
If this role sounds like it could be for you, and you would like some more information please send your CV to Samantha.durbridge@idexconsulting.com
Senior Client Administrator - £35,000 - Clevedon, Somerset - Hybrid