Role: Financial Services Administrator
Location: Taunton
Im 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 youll 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 Were Looking For:
To be successful in this role, youll need:
1. Expereince working in a simialr Financial Services firm (desirable)
2. Strong organisational skills and attention to detail
3. A proactive, can-do attitude
4. The ability to prioritise...