Client Administrator

IDEX Consulting; Clevedon; On-site; GBP 60,000 - 80,000; Full time

Job summary

A financial advisory firm in Clevedon seeks a Client Administrator to manage client meetings and assist Financial Advisors. The role involves proactive communication with high-net-worth clients and responsibilities like scheduling and invoice handling. The firm values a supportive culture with opportunities for career progression. Competitive perks include up to 27 days of annual leave and healthcare options. Interested candidates should email their CVs to the provided contact.

Benefits

Up to 27 days annual leave + bank holidays

DIS

Option to buy and sell annual leave

Healthcare cash plan

Qualifications

• Proven experience in IFA administration is essential.
• Strong communication skills to interact with high-net-worth clients.
• Ability to manage schedules effectively.

Responsibilities

• Manage calendars and schedule client meetings.
• Collaborate closely with Financial Advisors.
• Communicate with affluent clients for a seamless process.

Skills

Experience in IFA administration

Client communication skills

Calendar management

Database management

Job description

I'm currently looking for a 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.

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 [e-mail].

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion-first company culture where everyone is treated fair 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.