Client Administrator - £32,000 + Bonus – Bath/ Hybrid
I'm currently recruiting for a Client Administrator position with a well-respected wealth management firm based in Bath. They're looking for someone with at least 12 months' experience in financial services administration, ideally already based in or near the Bath area.
Responsibilities:
- Collaborate closely with Financial Advisors to provide proactive assistance
- Manage calendars and schedule client meetings
- 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:
- Hybrid & Flexible working
- Private Medical Insurance
- Employee Pension Scheme
- 27 days Annual Leave
- Dental Insurance
- Health cash plan
- Study support
The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked with Advisors within an financial services environment.
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
Client Administrator - £32,000 + Bonus – Bath/ Hybrid