Job Description

Job description

I'm currently looking for a Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the 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:

  • Up to 27 days annual leave + bank holidays
  • DIS
  • Option to buy and sell annual leave
  • Healthcare cash plan

    • The business offers huge opportunities for progression, demonstrated by recent promotions with other staff members. Joining, you will certainly feel ...

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