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Financial Services Administrator - Somerset

Financial Services Administrator - Somerset

tPS Recruitment

Posted 13 hours ago, valid for 14 days

Taunton, Somerset TA4 1BY, England

£24,000 - £28,800 per annum

Full Time

Retirement Plan

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Sonic Summary

Our client, a well-established Chartered Independent Financial Planning firm, is seeking an Independent Financial Services Administrator in Somerset.
The role involves acting as a point of contact for clients, managing day-to-day queries, and maintaining client relationships.
Candidates should have at least 2 years of experience in a financial advice firm or a professional business service environment.
A minimum salary of £25,000 is offered, along with benefits like an employer pension scheme and training opportunities.
Applicants must be educated to GCSE level with A-C grades in English and Math, and possess excellent communication and organizational skills.

Administrative support
Good communication skills
Regulated enviroment

Our client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Somerset. What will you be doing?

Act as a point of contact for clients to answer their day-to-day queries
Building and maintaining client relationships
General administration duties
Diary management

Skills/Qualifications:

Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math
You will be either working in a firm that offers financial advice or have experience within a professional business services
Understanding of FCA rules and experience of wokring in a regulated enviroment
Exceptional organisation skills
Excellent verbal and written communication

The Benefits:

Employer pension scheme
Competitive Salary
Training and development opportunities

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