Client Administrator

Job description

Senior Client Administrator - £35,000 - Clevedon, Somerset - Hybrid

I’m currently looking for an Client Administrator to join a independent financial advisory firm based in Clevedon! The firm are seeking two talented individuals with experience in IFA administration who live local to the area.

Hybrid role - 3 days in office / 2 days working from home

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:

• Up to 27 days annual leave + bank holidays

• DIS

• Option to buy and sell annual leave

• 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 send your CV to Samantha.durbridge@idexconsulting.com

Senior Client Administrator - £35,000 - Clevedon, Somerset - Hybrid

Extra information

Status

Open

Education Level

Secondary School

Location

Clevedon

Type of Contract

Full-time jobs

Published at

01-03-2026

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