Client Administrator

IDEX Consulting; Gloucester; On-site; GBP 25,000 - 35,000; Full time

Job summary

Une entreprise de conseil financier dynamique à Gloucester cherche un Client Administrator. Le poste implique la collaboration avec des conseillers financiers, la gestion des communications avec des clients fortunés et offre des opportunités de progression dans un environnement de travail valorisant.

Benefits

Private medical insurance

Free on-site parking

Relaxed work culture

Modern office environment

Qualifications

• Experience dans l'administration financière, idéalement avec plusieurs mois d'expérience.
• Capacité à communiquer efficacement avec des clients fortunés.
• Compétences en gestion de calendrier et assistance proactive.

Responsibilities

• Collaborer avec des conseillers financiers pour une assistance proactive.
• Gérer les calendriers et programmer des réunions.
• Préparer les documents nécessaires pour les réunions avec les clients.

Skills

IFA administration experience

Client Communication

Calendar Management

Job description

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I'm working with a successful boutique independent financial advice firm that is looking for a Client Administrator to join their dynamic client administration team.

We're seeking candidates with proven IFA administration experience, ideally with several months of experience, who are local to the Gloucester area. This opportunity is well-suited for individuals seeking a new challenge within a small IFA firm, where their contributions are highly valued and their voice has a meaningful impact. The business is experiencing exciting growth due to their continued success, offering great opportunities for progression.

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
• Prepare meeting materials for Advisors before client meetings
• Raise invoices as required
• Manage database systems

Joining this team, you will feel part of a supportive culture with a proactive and passionate approach to work.

Perks: The company offers various benefits, including private medical insurance, free on-site parking, a relaxed and supportive work culture, and a modern, well-designed office environment.

If you're looking for a welcoming environment where your career can flourish, apply now.