Client Administrator

IDEX Consulting; Cheltenham; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading financial advisory group is seeking a Client Administrator to join their team in Cheltenham. The role involves collaborating with Financial Advisors, managing client calendars, and ensuring a positive experience for high-net-worth clients. Candidates should have at least 12 months of experience in client administration within the financial planning sector. The company offers a supportive environment, flexible working conditions, and opportunities for professional growth.

Benefits

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

Qualifications

• 12 months+ experience in client administration within the financial planning industry.
• Ability to communicate with affluent and high-net-worth clients.
• Proactive collaboration with Financial Advisors.

Responsibilities

• Collaborate closely with Financial Advisors to provide proactive assistance.
• Manage calendars and schedule client meetings.
• Assemble meeting materials and raise invoices as required.

Skills

Client administration experience

Communication skills

Calendar management

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

• 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
• 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 huge opportunities for progression, demonstrated by recent promotions with other administrators. Joining, you will certainly feel part of a supportive and collaborative team that has a pro‑active and passionate approach to their work.

The company offers 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 [e-mail].

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Our Diversity, Equity and Inclusion Mission

At IDEX, we strive for an inclusion‑first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.