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Wealth Management - Client Services Admin

Job in Cardiff, Cardiff City Area, CF10, Wales, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-08-28
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator, Business Administration
Salary/Wage Range or Industry Benchmark: 21000 - 27000 GBP Yearly GBP 21000.00 27000.00 YEAR
Job Description & How to Apply Below

IDEX Consulting is seeking an organised and proactive administrator to support its client servicing function in Cardiff. You will work with Advisers and the Administration Manager to keep client cases progressing smoothly and provide professional, responsive service.

The role emphasizes diary coordination, document preparation, and liaison with clients and third parties to gather required information and progress cases efficiently.

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