Client Administrator – Financial Advisory (Hybrid)

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

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.