Financial Administrator

We are delighted to present an exciting opportunity to join an award-winning firm of chartered financial planners based in Taunton, Somerset. This company is dedicated to excellence in the financial services industry, constantly striving to elevate standards and provide exceptional service to their valued customers. As a part of their dynamic team, you will receive full support and training while working alongside some of the top financial advisors in the country.

Role Overview:

As a Financial Services Administrator, you will play a vital role in supporting the firm’s operations and ensuring smooth day-to-day functioning. Your responsibilities will encompass various administrative tasks, from preparing letters and handling client enquiries to maintaining client data on the CRM system and adhering to relevant compliance regulations.

Key Duties:

• Preparing letters
• Calling providers
• Maintaining client data on the CRM and informing providers where appropriate
• Managing day-to-day client enquiries
• Complying with the relevant FCA roles and company procedures at all times

This would be a perfect opportunity for an enthusiastic candidate looking to continue their experience within the Financial Services sector, a graduate motivated to train to become a Chartered Financial Planner, or a partially qualified Paraplanner looking to complete your qualification. This means that regardless of your position, you will be supported by the company.

This is a rare opportunity (not to be missed), to join this forward-thinking firm. If this sounds of interest to you, apply now to continue to advance your financial career!