Job description
I'm currently looking for a Client Administrator to join a leading financial advisory group based in Cheltenham. Due to the company's ongoing success, they are seeking talented individuals with 12 months+ experience in client administration within the financial planning industry.
Responsibilities:
1. Collaborate closely with Financial Advisors to provide proactive assistance
2. Manage calendars and schedule client meetings
3. Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
4. Assemble meeting materials for Advisors before client meetings
5. Raise invoices where required
6. Database management
Perks:
7. 30 days annual leave + bank holidays
8. 10% bonus
9. Flexible and hybrid working
10. Private medical insurance
11. Healthcare cash plan
12. 5% employer pension contribution
13. Study support to develop and progress
The business offers huge opportunities for progression, demonstrated by recent promotions with other administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.
The company offer hybrid / flexible working, including study support, should this be your ambition.
If this role sounds like it could be for you, and you would like some more information please send your CV to