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