Client Administrator - £25,000 + Bonus – Bath
I’m currently looking for an Client Administrator to join a leading financial advisory group! Due to the company’s ongoing success, they are seeking talented individuals with 12 months+ experience in wealth management administration who live local to Bath.
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:
* 10% bonus
* Flexible working
* Private medical insurance
* Healthcare cash plan
* 5% employer pension contribution
* Study support to develop and progress
The business offers huge opportunities for progression, demonstrated by recent promotions with other Administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.
The company offer flexible working, including study support, should this be your ambition.
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
Client Administrator - £25,000 + Bonus – Bath