Average Client Administrator salary in Taunton

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team.This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture.The OpportunityWorking closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements.What's on Offer?£34,000 basic salaryPerformance-related bonusFlexible hybrid working arrangementUp to 30 days annual leavePrivate medical insurance5% employer pension contributionSupportive and collaborative team environmentClear progression opportunities as the business continues to growAbout YouPrevious experience within a financial planning or wealth management environmentStrong client servicing and administrative skillsExperience supporting Financial Advisers and handling new business processesExcellent communication and organisational abilitiesA proactive and professional approach to client serviceThis role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like 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.

I'm working with a leading wealth management firm in Taunton that is looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they're keen to hear from individuals with experience in financial services client administration, ideally based locally to Taunton.If you're looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm. Salary Up to £39,000 DOE - above market for the right candidate Location Hybrid / Taunton Key ResponsibilitiesCoordinate diaries and schedule client meetingsSupport Financial Advisors with day-to-day client servicingLiaise with high-net-worth and affluent clients to ensure a smooth, professional experiencePrepare client meeting packs and documentationGenerate invoices as neededMaintain and update client databasesRequirementsExperience in client administration within financial servicesProficiency with Intelligent Office is essentialThe company offers hybrid/flexible working.If this role sounds like the right opportunity for you and you would like 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.

Private Client ParalegalWe are working with a well-established, multi-office, multi-service law firm looking to recruit an experienced Private Client Paralegal to join their growing team. This is an excellent opportunity for someone with proven fee-earning experience who is seeking greater autonomy, quality work, and a genuinely supportive environment.Benefits:Competitive salary depending on experienceSupportive and collaborative working cultureOpportunities for clear career progression and professional developmentOngoing mentoring and training from experienced solicitorsHybrid working model and healthy work-life balanceFriendly, down-to-earth team with regular socialsComprehensive benefits packageDuties:Manage your own caseload under supervision, providing expert support across a range of Private Client mattersDraft Wills and Lasting Powers of AttorneyAssist with Estate Administration, Trusts, and Taxation MattersSupport the team with Court of Protection casesMaintain strong relationships with clients and referrers, encouraging repeat and new businessProvide exceptional client care and contribute to the firm’s growth through excellent service and teamworkExperience & Skills:Minimum of 2 years’ experience as a Paralegal within Private Client lawStrong organisational skills with the ability to manage a busy and varied caseloadExcellent communication and client care skills — professional, approachable, and empatheticConfident liaising directly with clients, referrers, and colleaguesMotivated, ambitious, and keen to further develop your legal career within a supportive firmThis is a fantastic opportunity to join a firm that values collaboration, professional growth, and quality client service - offering the chance to take the next step in your Private Client career.How to get in touch:For a discussion in confidence about the above position or about general opportunities in the market then please get in touch with Paige Boulton at SJC Partners.