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Taunton, Somerset
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Financial Services Administrator - Somerset

Financial Services Administrator - Somerset

tPS Recruitment

Posted 14 hours ago, valid for a day

Taunton, Somerset TA4 1BY, England

£24,000 - £28,800 per annum

Full Time

Retirement Plan

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Sonic Summary

Our client, a Chartered Independent Financial Planning firm in Somerset, is looking for an Independent Financial Services Administrator.
The role involves acting as a point of contact for clients, managing diary schedules, and performing general administrative duties.
Candidates should have a minimum of GCSEs (grades A-C) in English and Math, along with experience in a regulated environment or a financial advice firm.
Strong communication and organizational skills are essential for this position.
The salary is competitive, and the role offers benefits such as an employer pension scheme and opportunities for training and development.

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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Financial Services Administrator - Somerset

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