Client Administrator

Job Description Senior Client Administrator - £32,000 - Torquay / Devon

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:
• Flexible working
• 25 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 se...