Financial Services Administrator

  • Location
    Taunton, Somerset
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
    Permanent
  • Salary
    £ 23000 - £ 26000 / Year
  • OrganizationType
    Office

Join a winning team in Taunton! Financial Services Administrator wanted!


Are you ready to take the next step in your career? Do you thrive in a dynamic and fast paced environment? We are on the lookout for a talented administrator to join this award winning and very successful mortgage advisory and financial services firm in the heart of Taunton.


(You may have worked as a Financial Services Administrator / Client Relationship Manager / Senior Administrator / Client Administrator or any administrative role within a professional services environment)


LOCATION: Taunton, Somerset (Office based)


HOURS: Monday to Friday - 8.45am - 5.15pm.


SALARY & BENEFITS: £23,000 - £26,000 PA DOE (Please note, to achieve £26K PA you will need to have worked in financial services before in a similar role)


Generous Pension Scheme | 30 days annual leave + Bank Holidays, additional day for your Birthday and 2 days off additionally for Christmas shutdown | the opportunity to grow professionally as study support provided both financially and time to study during the working day | comprehensive induction programme | annual salary review | annual bonus scheme | Employee Assistance Program | supportive company culture and excellent values.


On top of the above you can enjoy working in modern, bright, open plan and luxurious offices to allow for space to collaborate and engage with colleagues. Impressive staff room and fully equipped gym with showers and changing room facilities for the opportunity to have desk free time and recharge!


THE ROLE: You will be based in the Client Relations (Wealth Management) team and be responsible for clients' needs through effective communication and accurate administration. The client experience is the fundamental driver of the Client Relations team and the team strive to deliver an 'only client' experience, whilst meeting expectations and providing client relations support to the Wealth Management Consultants.


Daily duties will include:



  • Communicating and working efficiently with all client enquiries.

  • Preparing refreshments for client and Company meetings as required.

  • Pro-actively managing day to day administration tasks; transacting cases onto the system, providing support to the consultants and clients throughout the application process.

  • Liaising with providers to deliver a seamless service to clients.

  • Competently using a variety of software packages to include data entry and monitoring of the Company client database.

  • Providing efficient client relations support to consultants through effective and regular communication.

  • Working with the Head of Client Relations to co-ordinate, and implement office procedures effectively.

  • Sorting and distributing incoming post and organising outgoing post.

  • Booking meeting rooms and conference facilities as needed.


We would love to speak to candidates who have the following attributes:



  • Proven experience in administration.

  • Meticulous attention to detail and accuracy.

  • Organised and self-motivated.

  • Have exceptional customer service experience with a flexible and adaptable approach.

  • IT Literate.

  • Personable, presentable and punctual.

  • Excellent communication and interpersonal abilities.


Next Steps... Please apply online today or email your CV directly to taunton@office-angels.com Alternatively you can contact Catherine or Georgie on 01823 285440 to discuss over the phone.


Why make Office Angels your agency of choice?



  • CV advice and guidance.

  • Thorough interview preparation advice and support.

  • Weekly email updates of our most current opportunities.

  • 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