Client Services Administrator

JR United Kingdom; Gloucester; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial advisory group in Gloucester is seeking an IFA Administrator with over a year of experience. The role involves managing schedules, collaborating with Financial Advisors, and ensuring a positive experience for clients. With hybrid working and study support, this opportunity offers significant career progression in a collaborative environment.

Benefits

30 days annual leave + bank holidays

10% bonus

Private medical insurance

Study support

Flexible working

Qualifications

• 12 months+ experience in IFA administration.
• Strong organizational and communication skills.
• Ability to collaborate with Financial Advisors.

Responsibilities

• Manage calendars and schedule client meetings.
• Collaborate closely with Financial Advisors.
• Communicate with affluent and high-net-worth clients.

Skills

Client communication

Calendar management

Administrative skills

Job description

Social network you want to login/join with:

Client Services Administrator, gloucester

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Client:

IDEX Consulting Ltd

Location:

gloucester, 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 currently looking for an IFA Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in IFA administration who are local to either Cheltenham or Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving team.

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
• 30 days annual leave + bank holidays
• 10% bonus
• Flexible and hybrid working
• Private medical insurance
• Study support to develop and progress

The business offers huge opportunities for progression, demonstrated by recent promotions with other IFA Administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.

The company offer hybrid / flexible working, including study support, should this be your ambition.

If this role sounds like it could be for you, and you would like some more information please send your CV to [emailprotected]