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 reputation
Responsibilities:
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 resources
Essential 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 challenges
How to Apply:
If this position has caught your attention and you would like to apply, please do so online or email your CV to . If you prefer to speak on the phone before applying, please call us for a chat on .
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