Job Description
Senior Client Administrator – £35,000 – Bristol Centre / Hybrid
I’m currently looking for an Client Administrator to join a financial advisory firm based in Bristol! Due to the company’s ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Bristol area.
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
Perks:
- Private medical insurance
- Life assurance
- Pension contribution
- Hybrid working model
- Generous holiday package
- Option to purchase additional holiday
- Shared parental leave
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 Samantha.durbridge@idexconsulting.com
Senior Client Administrator – £35,000 – Bristol Centre / Hybrid
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