Client Administrator

  • Location
    Bridgwater, Somerset
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 20000 - £ 25000 / Year
  • OrganizationType

Client Administrator - Bridgwater, Somerset

Exciting opportunity to work for an established and professional firm with excellent local reputation.

£20,000 - £25,000 PA DOE

Monday to Friday - Full time or part time considered

25 days annual leave & Bank Holidays | Pension Scheme | Training and development opportunities

This successful firm provides a transparent and innovative service to their clients. Their caring approach motivates them to work hard and they are constantly learning and adapting to an ever changing financial environment. They believe knowledge and experience, combined with innovative thinking, is required to develop effective financial plans.

You will be based in a convenient location with plenty of free onsite parking. You will be working in recently refurbished serviced offices with a large fully equipped kitchen and break out rooms so you can sit away from your computer screen on your lunch break. You will work very closely with one other person in the office so if you prefer a smaller, quieter working environment this will be ideal for you.

Could this be your next career move?

  • You will obtain client personal illustrations, key features documents, application forms and pre-complete, if required.

  • You will prepare and process new business applications and follow these through to completion.

  • You will prepare client valuations and reports.

  • You will deal with written and telephone enquiries from clients and product providers.

  • You will manage clients' portfolios online.

  • You will maintain client records and keep them updated.

  • You will carry out Money Laundering checks.

  • You will arrange client meetings.

  • You will record and update data on back office systems.

  • You will assist the team with general administration duties.

Are you able to...

  • Work accurately in administration - working in a regulated environment you will have a good eye for detail and work with a high degree of accuracy.

  • Communicate confidently - you'll be able to liaise both internally and externally to ensure a clear and efficient service is being delivered to clients.

  • Work in a small team - to allow for greater accountability, autonomy and flexibility.

NEXT STEPS… If this position has caught your attention and you would like to apply then please do so online or email your CV to If you'd prefer to speak on the phone before applying then we really do welcome you to call for a chat on 01823 285440.

We look forward to hearing from you.

Why make Office Angels your agency of choice?

  • CV advice and guidance.

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  • Support from a personable and dedicated team of experienced Consultants.

  • We keep in touch! Once we place you in your new role, we keep in touch for your first few weeks to ensure you are happy and settled in.

  • If we successfully find you your new role we will plant a tree in your name!

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

To speak to a recruitment expert please contact Catherine Knight