Financial Services Administrator

3 weeks ago


Taunton, United Kingdom The Progress Shed Full time

Our 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 management

**Skills/Qualifications**:

- 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 offers financial advice or have experience within a professional business services
- Understanding of FCA rules and experience of wokring in a regulated enviroment
- Exceptional organisation skills
- Excellent verbal and written communication

**The Benefits**:

- Employer pension scheme
- Competitive Salary
- Training and development opportunities

Experience of working in Financial Services



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