Senior Wealth Administrator

I’m currently recruiting for a Senior Client Administrator position with a well‑respected wealth management firm based in Bath. They’re looking for someone with an experience in financial services administration, based in or near the Bath area.

What makes this role particularly appealing is their willingness to offer above‑market salaries to secure the right talent for the business.

• Collaborate closely with Financial Advisors to provide proactive assistance
• Manage calendars and schedule client meetings
• 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

• Hybrid & Flexible working
• Private Medical Insurance
• Employee Pension Scheme
• 27 days Annual Leave
• Dental Insurance
• Health cash plan
• Study support

The business offers huge opportunities for progression, demonstrated by recent promotions with other Client Administrators. They are specifically keen to speak with those who have worked directly with Advisors within an financial services environment.

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.