Job Description
Senior Client Administrator - £40,000 DOE – Taunton - Hybrid
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 12 months or more of 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.
💼 Salary: Up to £40,000 DOE – above market for the right person
📍 Location: Hybrid / Taunton
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:
1. A minimum of 12 months’ experience in client administration within financial services
2. Proficiency with Intelligent Office...