Financial Services Administrator

Location: Wellington, Somerset

Contract Details: Permanent, Full Time

Hours: 8:45am - 5:15pm (1 hour for lunch)

Salary: Circa £30,000 per annum

About Our Client:

Our client is a highly successful and reputable financial services organisation based in Wellington, Somerset. With their commitment to employee well-being and supporting long-term growth, they offer excellent career progression and development opportunities.

Benefits & Perks:

Attractive salary of circa £30,000 per annum
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 reputationResponsibilities:

As a Financial Services Administrator, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery. Your responsibilities will include:

Serving as a friendly and professional point of contact for clients and efficiently addressing any administration queries
Arranging client meetings and facilitating effective communication
Diary management and prompt action on client meeting outcomes
Preparing meeting packs and handling application completion, submission, and follow-up
Verifying the accuracy and completeness of documentation
Requesting and distributing necessary documentation, such as policy details and quotes
Performing accurate fund switches, rebalances, and other trades within set timeframes
Organising client review meetings, preparing client valuation and review reports, and maintaining compliance-oriented client files
Providing general administrative support, including scanning, photocopying, and letter writing
Maintaining accurate client records and recording client or company contact details
Assisting with holiday and sickness cover for other members of the team
Enhancing industry knowledge through external and internal resourcesEssential 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 IT proficiency
Proactive approach to work, taking ownership of tasks and being accountable
Calm and considered outlook when addressing challengesHow to Apply:

If this position has caught your attention and you would like to apply, please do so online or email your CV to (url removed). If you prefer to speak on the phone before applying, please call us for a chat on (phone number removed).

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