Average Client Administrator salary in the UK

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 meetingsCollaborate closely with Financial Advisors to provide proactive assistanceCommunicate with affluent and high-net-worth clients to ensure a seamless process and positive experienceAssemble meeting materials for Advisors before client meetingsRaise invoices where requiredDatabase management Perks: Up to 27 days annual leave + bank holidaysDISOption to buy and sell annual leaveHealthcare 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 Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly 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.

IDEX Consulting are working with an acquisitional Financial Advisory group, demonstrating significant growth across the UK. Currently, they require an IFA Administrator to join their team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include: Working closely with Financial Advisors to offer pro-active supportDiary management and arranging client meetingsLiaise with highly affluent and high net worth clients to ensure a smooth process and experiencePrepare meeting packs prior to client meetings on behalf of AdvisorsRaise invoices where requiredDatabase management The business delivers an excellent pathway to progress, demonstrated by the vacancy itself. You will be part of a supportive and collaborative team that have a pro-active and energetic approach to their work. The role will have a hybrid working pattern (3 days office/2 days home) upon completion of probation, with study support available - should this be your ambition. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy. Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly 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.

Our client is a well-established UK manufacturer based in Great Barr, with over 100 years of engineering expertise and an excellent reputation within the industry. With a £5m annual turnover, a loyal and long-standing workforce, and customers worldwide, they are now looking to strengthen their team with an Administrator.Salary is up to £27,500 depending on experience and benefits include:33 days holiday including Bank HolidaysClear opportunity for development and progressionEarly finish at 3:30pm every 3rd Friday of the monthFree on-site car parkingHours: 8:30am – 5:00pm, Monday to FridayLocation: Office-based, 5 days per weekThis is a key role within the Sales department, ideal for someone who is self-motivated, proactive, and eager to develop. You will take ownership of managing and developing the CRM system to support Business Development activity and acting as a vital link between internal departments and external partners. Every day will bring variety, responsibility, and the chance to make a real impact.As the Administrator, you will:Work as an effective and collaborative member of the sales team, liaising closely with colleagues as well as the Production and Purchasing departments to ensure smooth order processing and delivery.Maintain and update the company CRM system accurately, working in close liaison with the Business Development function to support sales activity and customer management.Liaise with key suppliers to source and select products outside of the company’s own manufacturing capability, ensuring suitability and availability.Proactively drive sales growth by identifying opportunities to increase order intake and overall sales performance, working closely with Business Development team.Actively manage and progress customer orders through to completion, responding promptly to customer enquiries regarding order status.Proactively communicate with customers regarding changes to delivery dates or any potential issues affecting sales orders.Gather, monitor, and communicate relevant market intelligence and competitor activity to support sales strategy and decision-making.Operate in accordance with established sales and technical procedures, company policies, and overall sales strategy.As the Administrator, you will have:Previous experience working within a similar position. Experienced working within a fast-paced environment, either within manufacturing, distribution, reseller or any other similar industry. Strong communicator with excellent telephone skills. IT literate, with solid knowledge of MS Office (Excel & Outlook essential). Experience with Zoho software is an advantage, however, this is not essential. Flexible, reliable, and driven with a strong work ethic.Positive, professional, and adaptable, with a willingness to learn and embrace change.