Client Administrator

Client Administrator - £34,000 DOE – Taunton - Hybrid

I’m working with a leading wealth management firm in Taunton that is looking to welcome a Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with 12 months or more experience in financial services client administration, ideally based locally to Taunton.

If you’re looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm.

Key Responsibilities

• Coordinate diaries and schedule client meetings
• Support Financial Advisors with day-to-day client servicing
• Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience
• Prepare client meeting packs and documentation
• Generate invoices as needed
• Maintain and update client databases

Requirements

• Minimum of 12 months’ experience in client administration within financial services, preferably at an independent financial planning firm.
• Proficiency with Intelligent Office

If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Sign in to view email

Client Administrator - £34,000 DOE – Taunton - Hybrid