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Office Administrator/ Coordinator

Wealth Advisory Client Coordinator

Job in Clevedon, Somerset County, BS21, England, UK
Listing for: IDEX Consulting
Full Time position
Listed on 2026-01-10
Job specializations:
  • Administrative/Clerical
    Office Administrator/ Coordinator
  • Finance & Banking
    Office Administrator/ Coordinator
Job Description & How to Apply Below
A financial advisory firm in Clevedon seeks a Client Administrator to manage client meetings and assist Financial Advisors. The role involves proactive communication with high-net-worth clients and responsibilities like scheduling and invoice handling. The firm values a supportive culture with opportunities for career progression. Competitive perks include up to 27 days of annual leave and healthcare options. Interested candidates should email their CVs to the provided contact.
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