I'm currently looking for a Client Administrator to join a leading financial advisory group! Due to the company's ongoing success, they are seeking talented individuals with experience in FS client administration who are local to Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving firm.
Responsibilities:
* Manage calendars and schedule client meetings
* Collaborate closely with Financial Advisors to provide proactive assistance
* 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
Perks:
* 30 days annual leave + bank holidays
* 10% bonus
* Flexible and hybrid working
* Private medical insurance
* Healthcare cash plan
* 5% employer pension contribution
* Study support to develop and progress
The business offers significant opportunities for progression, as demonstrated by recent promotions of other client administrators. Joining the team, you'll be part of a supportive and collaborative environment that values a proactive and passionate approach to work.
The company offers hybrid and flexible working arrangements, including study support, if this aligns with your ambitions.
If this role interests you and you'd like more information, please send your CV to Samantha.durbridge@idexconsulting.com.
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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognize that diverse representation at all levels requires ongoing, measurable effort. We are committed to fostering conscious inclusion and creating equitable pathways.
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