Senior Administrator

Job description

Senior Client Administrator - £39,000 DOE – Somerset- Hybrid

I’m working with a leading wealth management firm in Somerset that is 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 experience in financial services client administration, ideally based locally to Somerset.

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 / Somerset

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

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

The 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: Samantha.durbridge@idexconsulting.com

Extra information

Status

Open

Education Level

Secondary School

Location

Somerset

Type of Contract

Full-time jobs

Published at

03-04-2026

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