Financial Services Administrator

  • Location
    Taunton, Somerset
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • Salary
    £ 18000 - £ 20000 / Year
  • OrganizationType

JOB TITLE: Financial Services Administrator

HOURS: Permanent, full time, Monday to Friday 9am - 5.30pm.

SALARY: Circa £18,000-£20,000 PA dependant on experience.

THE COMPANY: A leading and successful accountancy firm with recently refurbished offices, who really pride themselves on the service they deliver to their clients. Very well established with a fun and lively team.

BENEFITS: 22 days holiday plus bank holidays - increases with length of service, flexible working, pension scheme, private medical insurance and a Cyclescheme.


To provide administration support to financial advisers/team as follows:

  • Updating Intelligent Office data base with client details and transaction records

  • Processing of new business in an accurate and timely manner

  • Preparation of client valuations

  • Letters of authority including review of information received

  • Process platform transactions

  • Electronic filing

  • Provide a high level of customer service to client base

  • Undertake adhoc projects as and when required


  • Previous office experience.

  • Strong attention to detail

  • Organised with a good work ethic

  • Excellent communication skills and client care abilities.

  • Ability to work well within a small team.

  • Polite, professional and presentable working attitude with clear and articulate telephone manner.

  • Good education background.

NEXT STEPS….Please apply online or call the team on 01823 285440 for more information. We also welcome you to send your CV directly to

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