We are proud to be working with a dynamic and forward-thinking local business with high aspirations who are experiencing an exciting period of growth. They have a fantastic opportunity for a Client Relationship Administrator/PA to join them and play a pivotal role in their busy office based in Wellington. So, if you want to become part of an expanding business who value their staff and offer development opportunities plus have a great working environment and company culture, read on!
Job Title
Client Relationship Administrator/PA (Financial Services)
Location
Wellington
Salary
Up to £33,000 DOE
Hours
Full time 37.5 hours, Monday to Friday 8.45am-5.15pm
Key Highlights of the Benefits Package
* Matched pension contributions up to 5%, plus reinvestment of employer NI savings
* Private medical insurance for all permanent employees
* Life assurance (4x salary) and income protection (75% salary in long‑term illness)
* Generous holiday allowance - starting at 33 days (including bank holidays) and rising to 38 days with service, plus the option to buy more
* Full funding for professional exams, training and subscriptions
* Electric car, cycle-to-work and season ticket schemes
* Long-service awards, referral bonuses, and paid volunteering time
The Company
A dynamic and forward thinking financial services company, who have been offering trusted advice and guidance in the Southwest for over 80 years. They are widely recognised for their exceptional knowledge base across all business sectors and areas of financial management. They really look after their staff and offer a vibrant and inclusive working environment and maintain great staff retention.
The Role
The primary purpose of this role is to provide high-quality administrative support to Financial Consultants, playing a vital part in the smooth day-to-day running of the business.
You will work across a range of financial services teams, gaining broad exposure to different areas of the organisation and developing a strong understanding of the financial planning environment. This varied position offers the opportunity to build valuable experience while supporting advisors in delivering excellent client outcomes.
Key Duties
* Provide a friendly and professional point of contact for clients and enquiries (by phone, email and in person)
* Organise existing and prospective client meetings and actively manage Financial Consultants diary and workload as required
* Liaise with clients on any administration queries they may have
* Manage client service needs and client expectations to ensure client satisfaction
* Ensure action points resulting from client meetings get diarised and dealt with
* Preparation of meeting packs, to include new business for signing up
* Completion, submission and follow up of applications, ensuring new business cases are processed in a timely and compliant manner
* Organise client review meetings as per the company process as required
* Preparation of client valuation reports, client review reports and maintaining client files to satisfy compliance requirements
* Ensure follow up letters are sent in a timely manner
* Maintenance of client records
* General administrative support
About you
* Previous office support experience within a corporate environment
* Accuracy and strong attention for detail
* Excellent organisational and time management
* The ability to work under pressure and prioritise
* Excellent communication, both verbal and written
* Competent IT user
* A positive and proactive approach to work and a desire to help and support the wider team
* Calm and considered outlook in approach to problem solving
This company is seeking someone who loves to support a team and deliver an exceptional service. If you are an ambitious individual the company will fully support you in developing and offer you endless opportunities to progress.
To Apply
If this role is of interest to you then please apply online. Alternatively, please send your CV to taunton@office-angels.com or call Vicky on 01823 285440.
Equal Opportunity Statement
Office Angels is an employment agency and business. We are an equal-opportunity employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you. Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.
By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.
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