At a Glance
- Tasks: Support Financial Advisers and ensure a smooth client experience in wealth management.
- Company: Rapidly growing wealth management firm with a people-focused culture.
- Benefits: £34,000 salary, performance bonus, flexible working, and up to 30 days leave.
- Other info: Great career progression opportunities in a supportive environment.
- Why this job: Join a dynamic team and make a real impact in financial planning.
- Qualifications: Experience in financial planning and strong client servicing skills.
The predicted salary is between 34000 - 34000 £ per year.
A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team. This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture.
The Opportunity
Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements.
What's on Offer?
- £34,000 basic salary
- Performance-related bonus
- Flexible hybrid working arrangement
- Up to 30 days annual leave
- Private medical insurance
- 5% employer pension contribution
- Supportive and collaborative team environment
- Clear progression opportunities as the business continues to grow
About You
- Previous experience within a financial planning or wealth management environment
- Strong client servicing and administrative skills
- Experience supporting Financial Advisers and handling new business processes
- Excellent communication and organisational abilities
- A proactive and professional approach to client service
This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.
Please send your CV to: Samantha.durbridge@idexconsulting.com
Our Diversity, Equity and Inclusion Mission At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.
Client Admin in Somerset employer: IDEX Consulting
Join a highly respected wealth management firm that prioritises employee development and offers a collaborative, supportive work culture. With excellent long-term career prospects, flexible hybrid working arrangements, and a commitment to diversity and inclusion, this is an ideal environment for those looking to make a meaningful impact in their careers while enjoying generous benefits such as up to 30 days annual leave and private medical insurance.
