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I'm currently looking for an Client Administrator to join a financial advisory firm based in Torquay! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who live local to the Torquay 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:
- Hybrid/Flexible working
- 27 days annual leave + bank holidays
- DIS
- Option to buy and sell annual leave
- Private medical insurance
- Healthcare cash plan
The business offers huge opportunities for progression, demonstrated by recent promotions with other staff members. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.If this role sounds like it could be for you, and you would like some more information please send your CV to
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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.
