At a Glance
- Tasks: Support Financial Advisors and manage client meetings in a dynamic wealth management team.
- Company: Join IDEX Consulting Ltd, a respected firm with a supportive culture.
- Benefits: Hybrid working options and a competitive salary up to £39,000 DOE.
- Other info: Great opportunity for career growth in a thriving environment.
- Why this job: Be part of a growing team and make a real difference in client services.
- Qualifications: Experience in client administration and strong organisational skills.
The predicted salary is between 63000 - 77000 £ per year.
IDEX Consulting Ltd in Taunton is seeking a Senior Client Administrator to join a wealth management client‑facing team.
You will support Financial Advisors, coordinate calendars, prepare client meeting packs, and maintain client databases.
Hybrid working is available, with a salary up to £39,000 DOE for the right candidate. This is a fantastic opportunity to join a growing, respected firm in a supportive environment.
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Wealth Client Services Lead (Hybrid) in Taunton employer: IDEX Consulting Ltd
IDEX Consulting Ltd is an excellent employer that values innovation and integrity, offering a dynamic work culture where compliance and operational excellence are at the forefront of business growth. With flexible working arrangements and a commitment to employee development, team members are empowered to shape processes and drive meaningful change within the insurance sector. Join us in a role that not only challenges you but also rewards your contributions in a supportive environment.
