This job is no longer available
This job expired on 25/09/2026. It no longer accepts applications.
Senior Client Administrator – Wealth Management
IDEX Consulting Ltd · Taunton
Job description
About the role
We are partnering with a leading wealth‑management firm in Taunton to recruit a Senior Client Administrator. You will join a supportive, professional team that serves high‑net‑worth and affluent clients, helping to deliver a seamless client experience.
Key responsibilities
- Coordinate diaries and schedule client meetings for Financial Advisors.
- Provide day‑to‑day client servicing support.
- Liaise with high‑net‑worth clients to ensure a smooth, professional experience.
- Prepare client meeting packs and related documentation.
- Generate invoices as required.
- Maintain and update client databases.
Required profile
- Proven experience in client administration within financial services.
- Strong organisational skills and attention to detail.
- Ability to work effectively with senior advisors and affluent clients.
Required skills
- Intelligent Office (essential).
What we offer
- Hybrid/flexible working arrangement (on‑site in Taunton and remote).
- Competitive salary up to £39,000 DOE.
- Inclusive, diversity‑focused company culture.
- Opportunity to grow within a respected, expanding firm.
Questions fréquentes
Why are you reporting this job?
Explore further
Salaries, guides and searches in the United Kingdom.
Salaries by job title
Boost your chances
Upload your CV — we will match you with relevant openings.
Analyzing your CV...
IDEX Consulting Ltd
Taunton
Related job offers
-
Senior Paraplanner – Hybrid (Taunton)
Ortus PSR Taunton -
Trainee Insurance Consultant – Fully Funded Qualifications
Cowell Recruitment Ltd Taunton -
Qualified Senior Accountant – Farming Sector
Michael Page Finance Taunton -
Business Operations Manager
spaitial London -
Senior Payroll Specialist
sona London