At a Glance
- Tasks: Support Financial Advisors and manage client interactions for a seamless experience.
- Company: Respected wealth management firm offering competitive salaries.
- Benefits: Hybrid working, private medical insurance, 27 days leave, and study support.
- Other info: Flexible work environment with a focus on employee growth.
- Why this job: Join a dynamic team with great progression opportunities in financial services.
- Qualifications: 2+ years in financial services administration and experience with Advisors.
The predicted salary is between 50000 - 50000 £ per year.
I'm currently recruiting for a Senior Client Administrator position with a well-respected wealth management firm based in Bath. They're looking for someone with at least 2 years experience in financial services administration, based in or near the Bath area.
What makes this role particularly appealing is their willingness to offer above-market salaries to secure the right talent for the business.
Responsibilities:- Collaborate closely with Financial Advisors to provide proactive assistance
- Manage calendars and schedule client meetings
- 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
- Hybrid & Flexible working
- Private Medical Insurance
- Employee Pension Scheme
- 27 days Annual Leave
- Dental Insurance
- Health cash plan
- Study support
The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked directly with Advisors within a financial services environment.
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
Locations
Senior Client Servicing Administrator in Bath, Somerset employer: IDEX Consulting Ltd
Join a prestigious wealth management firm in Bath, where you will be valued for your expertise and supported in your career growth. With competitive salaries, hybrid working options, and a strong focus on employee well-being through comprehensive benefits like private medical insurance and generous annual leave, this company fosters a collaborative and dynamic work culture. You'll have the opportunity to work closely with Financial Advisors, enhancing your skills while contributing to a seamless client experience.
