Current jobs related to Financial Services Administrator - Taunton - Office Angels
-
Financial Services Coordinator
1 month ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full timeFinancial Services Administrator **About the Role** We are seeking a highly motivated and organized Financial Services Administrator to join our team at Jobseekers Recruitment Services. As a key member of our team, you will be responsible for providing administrative support to our financial planning team. **Key Responsibilities** * Prepare letters and...
-
Financial Services Coordinator
1 month ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full timeFinancial Services Administrator **About the Role** We are seeking a highly motivated and organized Financial Services Administrator to join our team at Jobseekers Recruitment Services. As a key member of our team, you will be responsible for providing administrative support to our financial planning team. **Key Responsibilities** * Prepare letters and...
-
Financial Services Coordinator
1 month ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full timeFinancial Services Administrator **About the Role** We are seeking a highly motivated and organized Financial Services Administrator to join our team at Jobseekers Recruitment Services. As a key member of our team, you will be responsible for providing administrative support to our financial planning team. **Key Responsibilities** * Prepare letters and...
-
Financial Services Coordinator
1 month ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full timeFinancial Services Administrator **About the Role** We are seeking a highly motivated and organized Financial Services Administrator to join our team at Jobseekers Recruitment Services. As a key member of our team, you will be responsible for providing administrative support to our financial planning team. **Key Responsibilities** * Prepare letters and...
-
Financial Services Coordinator
7 days ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full timeAbout the Role:This is an exciting opportunity to join a forward-thinking boutique firm as a Financial Services Administrator. As a key member of the team, you will be responsible for providing administrative support to the financial planning team, ensuring the smooth day-to-day operation of the office.Key Responsibilities:• Preparing letters and...
-
Financial Services Coordinator
2 months ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full time £23,500 - £25,000**Job Summary**Jobseekers Recruitment Services is seeking a highly motivated and organized Financial Services Administrator to join our team. As a key member of our operations team, you will play a vital role in supporting our financial planning services.**Key Responsibilities:**Prepare and send letters to clients and providersMake phone calls to providers...
-
Financial Services Coordinator
2 months ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full time £23,500 - £25,000**Job Summary**Jobseekers Recruitment Services is seeking a highly motivated and organized Financial Services Administrator to join our team. As a key member of our operations team, you will play a vital role in supporting our financial planning services.**Key Responsibilities:**Prepare and send letters to clients and providersMake phone calls to providers...
-
Financial Services Administrator
3 weeks ago
Taunton, United Kingdom CV-Library Full timeOur client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Somerset. What will you be doing? Act as a point of contact for clients to answer their day-to-day queries Building and maintaining client relationships General...
-
Administrator - Financial Services
5 months ago
Taunton, United Kingdom Lloyd & Whyte Limited Full time**iSalary**: £25,000.00 - £30,000.00 per annum, plus benefits and bonus package - (This will be depending on both Financial Services experience and qualification status)_ **BENEFITS** - 28 Days holiday + UK Bank Holidays - Paid day off on your birthday - Enhanced Parental Leave - _Maternity pay (after 2 years’ service) = 13 weeks full pay and 13 weeks...
-
Financial Services Administrator Role
1 week ago
Taunton, Somerset, United Kingdom The Progress Shed Full timeWe are seeking a skilled Independent Financial Services Administrator to join our team at The Progress Shed in Somerset.Key Responsibilities:Building and maintaining strong client relationshipsProviding administrative support in a firm that offers financial adviceAssisting in the development of client relationships and business growthRequirements:Educated to...
-
Financial Planning Administrator
5 months ago
Taunton, United Kingdom Capio Recruitment Full time**Job Title: Financial Planning Support Administrator** **Location: Taunton** **Salary: £26,000 - £30,000 + Bonus & Benefits** Our client is searching to find a skilled and motivated Financial Planning Administrator to join the existing team in the South West and provide support to a number of existing Independent Financial Advisers, (IFA’s) and...
-
Financial Services Coordinator
3 weeks ago
Taunton, Somerset, United Kingdom tPS Recruitment Full timeFinancial Services Administrator =========================== We are seeking an experienced Financial Services Administrator to join our team at tPS Recruitment. The successful candidate will be responsible for providing administrative support to our clients in the financial services industry. **Key Responsibilities:** * Provide exceptional customer...
-
Financial Services Coordinator
3 weeks ago
Taunton, Somerset, United Kingdom tPS Recruitment Full timeFinancial Services Administrator =========================== We are seeking an experienced Financial Services Administrator to join our team at tPS Recruitment. The successful candidate will be responsible for providing administrative support to our clients in the financial services industry. **Key Responsibilities:** * Provide exceptional customer...
-
Financial Administrator
2 months ago
Taunton, Somerset, United Kingdom Siamo Recruitment a division of Siamo Group Full timeWe are seeking a skilled Accounts Officer to join our team at Siamo Recruitment, a division of Siamo Group. This is a full-time on-site role located in Taunton, where you will be responsible for financial record-keeping, processing invoices, managing accounts payable, and assisting with financial reporting.Key Responsibilities:Reconcile daily supplier...
-
Financial Administrator
2 months ago
Taunton, Somerset, United Kingdom Siamo Recruitment a division of Siamo Group Full timeWe are seeking a skilled Accounts Officer to join our team at Siamo Recruitment, a division of Siamo Group. This is a full-time on-site role located in Taunton, where you will be responsible for financial record-keeping, processing invoices, managing accounts payable, and assisting with financial reporting.Key Responsibilities:Reconcile daily supplier...
-
Financial Service Administrator
1 week ago
Taunton, Somerset, United Kingdom The Progress Shed Full timeOur client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Somerset. Building and maintaining client relationships Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math You will be either working in a firm that...
-
Financial Administrator
1 week ago
Taunton, Somerset, United Kingdom Siamo Recruitment a division of Siamo Group Full timeWe are seeking a highly skilled Financial Administrator to join our team at Siamo Recruitment, a division of Siamo Group.This is a full-time on-site role located in Taunton, where you will be responsible for financial record-keeping, processing invoices, managing accounts payable and assisting with financial reporting.As a Financial Administrator, you will...
-
Mortgage & Protection Consultant
5 months ago
Taunton, United Kingdom White Financial Services Full time**White Financial Services** **Location: Taunton, Somerset** Are you an experienced Mortgage & Protection Consultant seeking the flexibility and autonomy of working from home? Join our team at White Financial Services and unleash your potential in the dynamic world of mortgage broking. **Position Overview**: As a Mortgage & Protection Consultant, you will...
-
Experienced Financial Administrator
1 week ago
Taunton, Somerset, United Kingdom Jobseekers Recruitment Services Full time £14Job Title: Part-time BookkeeperWe are seeking a diligent and detail-oriented Part-time Bookkeeper to manage the financial operations of our client, a small but passionate charity offering affordable services to the community. The ideal candidate will have experience using Sage 50 and a passion for working with non-profit organisations.Key Responsibilities:...
-
Financial Services Administrator
1 week ago
Taunton, Somerset, United Kingdom The Progress Shed Full timeOur client, a well-established Chartered Independent Financial Planning firm is seeking an Independent Financial Services Administrator to join their team based in Somerset. What will you be doing? Act as a point of contact for clients to answer their day-to-day queries Building and maintaining client relationships General administration duties Diary...
Financial Services Administrator
3 months ago
LOCATION: Wellington, Somerset (Office Based)
SALARY: Circa £30,000 PA DOE
HOURS: 8:45am - 5:15pm (1 hour for lunch)
Are you experienced in working within a regulated industry?
Our client, a highly successful and reputable financial services organisation, is seeking a skilled Client Relationship Administrator to join their friendly and welcoming team. With a strong commitment to their staff's well-being and long-term growth, this company offers excellent career progression and development opportunities.
About The Role
As a Financial Services Administrator, your primary responsibility will be to provide exceptional administrative support to the Financial Consultants. You will play a vital role in maintaining excellent client relationships and ensuring efficient service delivery.
Client Servicing
Serve as a friendly and professional point of contact for clients and handle any administration queries efficiently.
Arrange client meetings, both existing and prospective, to facilitate effective communication.
Manage client expectations and needs, ensuring high levels of satisfaction.
Diary management to ensure that action points resulting from client meetings are addressed promptly.
Processing Of New Business
Prepare meeting packs, including new business for signing up.
Handle application completion, submission, and follow-up, ensuring compliance and timeliness.
Verify the accuracy and completeness of all documentation.
Request and distribute necessary documentation, such as policy details and quotes.
Perform accurate fund switches, rebalances, and other trades within set timeframes.
Client Reviews
Organise client review meetings, prepare client valuation and review reports, and maintain compliance-oriented client files.
Timely despatch follow-up letters.
Implement agreed-upon actions resulting from client reviews.
Other CRM Duties
Provide general administrative support, including scanning, photocopying, and letter writing.
Maintain client records on the back-office system, ensuring accuracy and compliance.
Record client or company contact details and upload file notes to the system.
Process surrender requests, death claims, and other financial transactions.
Offer holiday and sickness cover for other CRMs within the organisation.
Refer significant risk issues to the Directors when necessary.
Actively contribute to team and company development.
Enhance industry knowledge through external and internal resources.
Job Requirements
Knowledge of retail financial products and regulatory guidelines.
Strong analytical and problem-solving skills, with an eye for detail.
Excellent organisational and time management abilities, even under pressure.
Effective communication skills, both written and verbal, with proficiency in IT.
Proactive approach to work, taking ownership of tasks, and being accountable.
Calm and considered outlook when addressing challenges.
What Our Client Offers
Attractive salary of circa £30,000 per annum and annual company bonus scheme.
Generous annual leave allowance of 25 days, plus Bank Holidays.
Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture.
Conveniently located luxurious office.
Pension scheme for long-term financial security.
Friendly and highly welcoming team.
Impressive local reputation.
Take the next step in your career and join our client's highly reputable financial services company
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 (url removed). If you'd prefer to speak on the phone before applying then we really do welcome you to call for a chat on (phone number removed).
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.
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.
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
