I'm working with a leading wealth management firm in Taunton that's looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they're keen to hear from individuals with 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:

• Experience in client administration within financial services
• Proficiency with Intelligent Office is essential

The company offer hybrid / flexible working. 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

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