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Permanent

Client Admin

IDEX Consulting Ltd
Taunton
money-bag £30000 Annual
Posted: 12 June 2026 (Today)
Closing date: 12 July 2026
Ref: 3121597527

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team.This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture.The OpportunityWorking closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements.What''s on Offer?£34,000 basic salaryPerformance-related bonusFlexible hybrid working arrangementUp to 30 days annual leavePrivate medical insurance5% employer pension contributionSupportive and collaborative team environmentClear progression opportunities as the business continues to growAbout YouPrevious experience within a financial planning or wealth management environmentStrong client servicing and administrative skillsExperience supporting Financial Advisers and handling new business processesExcellent communication and ..... full job details .....

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