Back to search
I'm working with a successful boutique independent financial advice firm who are looking for a Client Administrator to join their dynamic client administration team.
We're looking for candidates with proven IFA administration experience, ideally those already with several months experience, who are local to the Gloucester area. This opportunity is well-suited for individuals looking to embrace a new challenge within a small IFA firm, where their contributions are highly valued, and their voice has a meaningful impact. The business is in the midst of an exciting growth trajectory due to their continued success so there's great opportunity for progression also. 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
Joining, you will certainly feel part of a supportive culture that have a pro-active and passionate approach to their work. Perks - The company provides a variety of benefits, including private medical insurance, free on-site parking, a relaxed and supportive work culture, and a beautifully designed, modern office environment. If you're looking for a welcoming environment where your career can flourish, apply now to
Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.
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.
