Senior Client Admin

I''m working with a leading wealth management firm in Taunton that is looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they''re keen to hear from individuals with experience in financial services client administration, ideally based locally to Taunton.If you''re looking for your next step within a supportive and professional environment, this is a brilliant opportunity to join a growing and highly respected firm. Salary Up to £39,000 DOE - above market for the right candidate Location Hybrid / Taunton Key ResponsibilitiesCoordinate diaries and schedule client meetingsSupport Financial Advisors with day-to-day client servicingLiaise with high-net-worth and affluent clients to ensure a smooth, professional experiencePrepare client meeting packs and documentationGenerate invoices as neededMaintain and update client databasesRequirementsExperience in client administration within financial servicesProficiency with Intelligent Office is essentialThe company offers hybrid/flexible working.If this role sounds like the right opportunity for you and you would like more information, please send your CV to: Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.Our Diversity, Equity and ..... full job details .....