Client Services Administrator
IDEX Consulting Ltd - Cardiff, Wales
Apply NowJob Description
Job DescriptionClient Administrator - 32K DOE Cardiff - HybridIm currently looking for an Client Administrator to join a leading financial advisory group! Due to the companys ongoing success, they are seeking talented individuals with 12 months+ experience in FS client administration who are local to Cardiff. If you're ready to take the next step in your career, this is a fantastic opportunity to be part of a thriving firm.Responsibilities:Manage calendars and schedule client meetingsCollaborate closely with Financial Advisors to provide proactive assistanceCommunicate with affluent and high-net-worth clients to ensure a seamless process and positive experienceAssemble meeting materials for Advisors before client meetingsRaise invoices where requiredDatabase managementPerks:30 days annual leave + bank holidays10% bonusFlexible and hybrid workingPrivate medical insuranceHealthcare cash plan5% employer pension contributionStudy support to develop and progressThe business offers huge opportunities for progression, demonstrated by recent promotions with other client administrators. Joining, you will certainly feel part of a supportive and collaborative team that have a pro-active and passionate approach to their work.The company offer hybrid / flexible working, including study support, should this be your ambition.If this role sounds like it could be for you, and you would like some more information please send your CV to [email protected] Administrator - 32K DOE Cardiff - Hybrid
Created: 2025-06-17