Client Support

IDEX Consulting Ltd; Scotland; Hybrid; GBP 60,000 - 80,000; Full time

Job summary

A leading independent financial advisory firm is seeking a Client Administrator to join their team in Bristol. This role involves collaborating with Financial Advisors, managing client interactions, and providing comprehensive administrative support. The company offers a range of benefits, including hybrid working arrangements and opportunities for career development, making it an ideal position for those with a background in financial services administration.

Benefits

Hybrid and flexible working arrangements

Private Medical Insurance

Employee Pension Scheme

24 days of annual leave

Dental Insurance

Health cash plan

Study support

Qualifications

• Experience in financial services administration.
• Ability to collaborate with Financial Advisors.
• Effective communication skills with affluent clients.

Responsibilities

• Collaborate with Financial Advisors for proactive assistance.
• Manage client meeting schedules.
• Prepare materials for client meetings.

Job description

I'm currently seeking a Client Administrator to join a leading independent financial advisory firm in Bristol. Due to recent acquisitions and ongoing success, the company is looking for candidates with financial services administration experience who are based locally in Bristol. As the business is in a growth phase, this role offers significant opportunities for career progression and development.

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

Perks:

• Hybrid and flexible working arrangements
• Private Medical Insurance
• Employee Pension Scheme
• 24 days of annual leave
• Dental Insurance
• Health cash plan
• Study support

The company offers excellent opportunities for progression, as evidenced by recent promotions of other Client Administrators. They are particularly interested in candidates who have experience working with an Advisor within a financial services environment. If this role interests you and you'd like more information, please send your CV to us.

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Our Diversity, Equity, and Inclusion Mission

At IDEX, we are committed to fostering an inclusion-first culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that achieving diverse representation at all levels of our organization requires ongoing, measurable efforts. We are dedicated to promoting conscious inclusion and creating equitable opportunities for all.