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Role: Financial Services Administrator
Location: Taunton
No expereince required! ---> Full training supported!
I’m currently recruiting for an exciting Financial Services Administrator role on behalf of a highly respected Wealth Management firm. This is a fantastic opportunity to join a professional yet friendly team, providing top-tier financial solutions to clients while working in a supportive and rewarding environment.
About the Role:
This is a key administrative position where you’ll be supporting consultants and ensuring clients receive a smooth, high-quality service. Your day-to-day tasks will include:
- Handling client enquiries professionally, delivering excellent service
- Processing applications and transactions efficiently
- Liaising with financial providers to maintain seamless operations
- Ensuring all work complies with FCA regulations and data protection guidelines
- Updating and maintaining client records
- Assisting with office organisation, including booking meeting rooms and managing post
- Supporting the wider team to ensure the best possible client experience
What We’re Looking For:
To be successful in this role, you’ll need:
- Strong organisational skills and attention to detail
- A proactive, can-do attitude
- The ability to prioritise workload and work under pressure
- Great communication skills - written and verbal
- A professional, personable approach
- A willingness to learn and develop within the financial services sector
Flexibility & Training:
- No experience? No problem! Full support and training are provided to help you get up to speed.
- Experienced in financial services? You’ll have the option of one work-from-home day per week once settled in the role.
What’s in It for You?
This firm offers some fantastic benefits, including:
- Competitive salary with annual reviews
- Discretionary annual bonus
- 30 days holiday plus bank holidays
- Study support, including financial assistance and study time during work hours
- Access to an on-site gym
- Birthday day off
- BUPA Employee Assistance Programme
- Great company culture and social events
- Pension scheme & sick pay
- Discretionary parking contribution
If you’re looking for a role in financial services administration where you can grow, develop, and be part of a fantastic team, I’d love to hear from you.
