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Client administrator

Torquay
Idex Consulting
Posted: 31 May
Offer description

Senior Client Administrator - £32,000 - Torquay / Devon I’m currently looking for an Client Administrator to join a financial advisory firm based in Torquay! Due to the company’s ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Torquay area. 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: • Flexible working • 25 days annual leave bank holidays • DIS • Option to buy and sell annual leave • Private medical insurance • Healthcare cash plan The business offers huge opportunities for progression, demonstrated by recent promotions with other staff members. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work. 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 Senior Client Administrator - £32,000 - Torquay / Devon

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