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Client Administrator, Swindon, Wiltshire
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Client:
IDEX Consulting Ltd
Location:
Swindon, Wiltshire, United Kingdom
Job Category:
Other
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EU work permit required:
Yes
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Job Views:
4
Posted:
31.05.2025
Expiry Date:
15.07.2025
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Job Description:
I’m working with a successful boutique independent financial advice firm that is looking for a Client Administrator to join their dynamic client administration team.
We’re seeking candidates with proven IFA administration experience, ideally those with several months of experience, who are local to the Swindon area. This role is well-suited for individuals looking for a new challenge within a small IFA firm, where their contributions are highly valued and their voice has a meaningful impact. The business is experiencing exciting growth, offering great opportunities for progression.
Responsibilities:
* Collaborate closely with Financial Advisors to provide proactive assistance
* Manage calendars and schedule client meetings
* Communicate with affluent and high-net-worth clients to ensure a seamless process and positive experience
* Prepare meeting materials for Advisors before client meetings
* Raise invoices when required
* Manage database systems
Joining this team, you will feel part of a supportive culture with a proactive and passionate approach to work.
Perks: The company offers various benefits, including private medical insurance, free onsite parking, a relaxed and supportive work environment, and a modern, well-designed office space.
If you're seeking a welcoming environment where your career can grow, apply now to [emailprotected]
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