Excel Coordinator Position

4 days ago


Taunton, Somerset, United Kingdom Albert Goodman LLP Full time

We are seeking a highly skilled Client Onboarding Specialist to join our team in Taunton on a full-time basis. This role will be responsible for ensuring all onboarding procedures, including Know Your Client (KYC) and regulatory due diligence, are properly carried out.

The ideal candidate will have proficiency in IT software packages, including Excel, Outlook, and Teams, as well as excellent organizational skills and attention to detail.

  • This role offers a competitive salary of £25,000 - £30,000 per annum, depending on experience, as well as a range of benefits, including 25 days holiday, an annual salary review, and access to a smart health app.
  • A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday.
  • An annual salary review.
  • Life assurance, which includes access to a smart health app.

About Us

Albert Goodman LLP is a firm of Chartered Accountants, Tax Consultants, and Financial Planners, providing high-quality advice to over 5000 local and national businesses and individuals.

We are committed to encouraging equality, diversity, and inclusion amongst our people and ensure that no applicant or employee receives less favourable treatment on the grounds of age, race, religion or belief, disability, gender reassignment, marital status, pregnancy, sex or sexual orientation.


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