Client Services Administrator in Taunton

Job description

Senior Client Administrator - £40,000 DOE – Taunton - Hybrid

I’m working with a leading wealth management firm in Taunton that’s looking to welcome a Senior Client Administrator to their expanding team. Following continued success, they’re keen to hear from individuals with 12 months or more of 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 £40,000 DOE – above market for the right person

Location: Hybrid / Taunton

Key Responsibilities:

• Coordinate diaries and schedule client meetings
• Support Financial Advisors with day-to-day client servicing
• Liaise with high-net-worth and affluent clients to ensure a smooth, professional experience
• Prepare client meeting packs and documentation
• Generate invoices as needed
• Maintain and update client databases

Requirements:

• A minimum of 12 months’ experience in client administration within financial services
• Proficiency with Intelligent Office is essential

The company offer hybrid / flexible working. If this role sounds like it could be for you, and you would like some more information, please send your CV to Samantha.durbridge@idexconsulting.com

Senior Client Administrator - £40,000 DOE – Taunton - Hybrid

Extra information

Status

Open

Education Level

Secondary School

Location

Taunton

Type of Contract

Part-time jobs

Published at

04-07-2025

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English