Client Administrator

I'm currently looking for a Client Administrator to join a financial advisory firm based in Bristol! Due to the company's ongoing success, they are seeking a talented individual with experience in wealth management administration who lives local to the Bristol area.

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:

• Private medical insurance
• Life assurance
• Pension contribution
• Hybrid working model
• Generous holiday package
• Option to purchase additional holiday
• Shared parental leave

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

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At IDEX, we strive for an inclusion-first company culture where everyone is treated fairly and can bring their authentic selves to work. We recognise and acknowledge that diverse representation at every level of our business requires continuous and measurable effort. We are committed to driving conscious inclusion across our business and creating equitable pathways.