Client Administrator

JR United Kingdom; Luton; On-site; GBP 24,000 - 30,000; Full time

Job summary

A boutique financial advice firm in Luton is seeking a Client Administrator to join their team. This role involves working closely with Financial Advisors, managing client meetings, and ensuring a seamless client experience. Ideal candidates will have IFA administration experience and a desire to grow within a supportive environment.

Benefits

Private medical insurance

Free onsite parking

Relaxed work environment

Modern office space

Qualifications

• Proven IFA administration experience preferred.
• Candidates should be local to Luton.
• Ability to manage databases and prepare meeting materials.

Responsibilities

• Collaborate closely with Financial Advisors.
• Manage calendars and schedule client meetings.
• Communicate with affluent clients for positive experiences.

Skills

Communication

Collaboration

Client Management

Job description

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Client Administrator, Luton, Bedfordshire

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Client:

IDEX Consulting Ltd

Location:

Luton, Bedfordshire, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Views:

4

Posted:

31.05.2025

Expiry Date:

15.07.2025

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Job Description:

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 those with several months of experience, who are local to the Luton area. This opportunity is suitable for individuals looking to embrace 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, 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 when required
• Manage database records

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

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

If you're looking for a welcoming environment where your career can flourish, apply now to [e-mail].