Client Administrator
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.
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