Client admin Work, Jobs in Oake, Som (with Salaries)

Client Admin
IDEX Consulting Ltd —Taunton
- £30,000 - £34,000 a year
- Hybrid work
- Administrative experience
- Annual leave
2d
Trainee Multidisciplinary Advocate
Rethink Mental Illness —Exeter
- £24,544.91 a year
- Full-time
- Travel
- IT
- Annual leave
- Employee assistance programme
Administration Assistant - Investment Team - Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- English
- Financial services
- Communication skills
Quick apply
9d
Site Administrator
AtkinsRéalis —Bridgwater
- Full-time
- Microsoft Word
- Microsoft Excel
- Computer literacy
Operational Team Leader
Veolia ES (UK) Limited —Yeovil
- Up to £35,000 a year
- Full-time
- Annual leave
- Employee discount
Quick apply
Project Coordinator
Osprey Group —Bridgwater
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Annual leave
- Employee assistance programme
Communications Team Member (with an events focus)
Dot-The-Eye Ltd —Ilminster
- £24,800 - £25,500 a year
- Full-time
- Social media management
- English
- Microsoft Office
- Life insurance
Quick apply
Senior Investment Administrator - Hybrid
Argentis Group Limited —Exeter
- Full-time
- Hybrid work
- English
- Mentoring
- Financial services
Quick apply
Apprentice Recruitment Operations Assistant
Elementa Support Services —Weston-super-Mare
- £85.47 - £91.95 a day
- Monday to Friday
- Microsoft Outlook
- Customer service
- No experience needed
- Free parking
Quick apply
Estate Agency Administrator & Sales Negotiator
A & F Estate Agents Ltd T/A Abbott & Frost —Burnham-on-Sea
- £26,000 a year
- Full-time
- Administrative experience
- Organisational skills
- In-person
Quick apply
Senior Designer
Bigwave Marketing —Exeter
- £28,000 - £36,500 a year
- Full-time
- Hybrid work
- Microsoft Office
- AI
- Care plans
12d
Pharmacy Business Manager
IQVIA —Exeter
- Full-time
- Microsoft Powerpoint
- Sales
- Communication skills
- Annual leave
- Employee discount
12d
Mortgage Adviser
Partnership Recruitment —Heavitree
- Hybrid work
- School
Solicitor / FCILEX 0 – 3 Years’ PQE
Stephens Scown —Exeter
- Full-time
- Hybrid work
- Construction
- Annual leave

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Client Admin

IDEX Consulting Ltd -
Taunton

Apply Now

Job details

Permanent
£30,000 - £34,000 a year
2 days ago

Benefits

Annual leave
Company pension
Private medical insurance

Qualifications

Financial planning
Business processes
Administrative experience

Full job description

Posted: 12/06/26 Recruiter: IDEX Consulting Ltd Reference: 3121597527 Type: Permanent Salary: £30,000 - £34,000 Annual Location: Taunton, Somerset Description:

A highly respected and rapidly growing wealth management firm is seeking a Senior Client Administrator to join its expanding team.

This is an exciting opportunity to join a business at a pivotal stage of growth, offering excellent long-term career prospects and a genuine commitment to developing talent from within. The firm has built a strong reputation for delivering high-quality financial planning services and prides itself on maintaining a collaborative, supportive and people-focused culture.

The Opportunity

Working closely with Financial Advisers, Paraplanners and fellow support staff, you will play a key role in delivering an exceptional client experience and ensuring the smooth running of the financial planning process. The successful candidate will be responsible for managing client servicing activities, processing new business, liaising with providers, maintaining accurate records and supporting Advisers with ongoing client requirements.

What's on Offer?

£34,000 basic salary
Performance-related bonus
Flexible hybrid working arrangement
Up to 30 days annual leave
Private medical insurance
5% employer pension contribution
Supportive and collaborative team environment
Clear progression opportunities as the business continues to grow

About You

Previous experience within a financial planning or wealth management environment
Strong client servicing and administrative skills
Experience supporting Financial Advisers and handling new business processes
Excellent communication and organisational abilities
A proactive and professional approach to client service

This role would suit an experienced Wealth Management Administrator or Senior Client Administrator looking to join a forward-thinking firm where they can make a genuine impact and progress their career over the long term.If this role sounds like the right opportunity for you and you would like more information, please send your CV to:

Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may be retained for up to 10 years for use in connection with future vacancies. For full information on how we use your data, please visit the IDEX Consulting website and view our Privacy Policy.

Our Diversity, Equity and Inclusion Mission

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.

Apply Now

Refine Your Search

client admin jobs in oake, som

Client Admin

Trainee Multidisciplinary Advocate

Administration Assistant - Investment Team - Hybrid

Site Administrator

Operational Team Leader

Project Coordinator

Communications Team Member (with an events focus)

Senior Investment Administrator - Hybrid

Apprentice Recruitment Operations Assistant

Estate Agency Administrator & Sales Negotiator

Senior Designer

Pharmacy Business Manager

Mortgage Adviser

Solicitor / FCILEX 0 – 3 Years’ PQE

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