My client is a highly regarded professional services organisation who are continuing to grow due to the quality of their service and products.
Any additional information you require for this job can be found in the below text Make sure to read thoroughly, then apply.
The role
They are seeking a proactive and detail-oriented Client Services Administrator to join their Financial Planning team in Taunton. In this vital support role, you will work closely with Financial Planning Consultants to ensure the seamless delivery of exceptional client care and operational efficiency.
Key responsibilities include providing comprehensive administrative support across all stages of the client journey. You will conduct research and compile clear, accurate reports to support financial recommendations, as well as processing and tracking new business applications and managing online platforms with attention to detail.
Youll be regularly communicating with clients, product providers, and internal teams, to ensure timely and accurate completion of new and ongoing business, all to a great service standard.
The successful candidate:
Previous experience within a similar role, including the use of Intelligent Office client database/back office system
An awareness of FCA compliance requirements
An interest in progressing with industry qualifications
Great communication skills and the ability to organise and prioritise your workload
A love of working in a team, with a focus on client care
I f your experience isnt a complete match but you feel you could bring a lot to the role, wed still encourage you to apply so that we can learn more about you!
the company offer a fantastic place to work with a competitive and flexible benefits package. This includes:
A minimum of 25 days holiday which increases with length of service. Plus the option to buy and sell holiday
An annual salary review
Hybrid working
Payment of any professional subscriptions relevant to your role
Group pension scheme
Life assurance, which includes access to a smart health app
An employee assistance programme for you and your family
One volunteering day per year
Cinema society discounts
Bupa health and cash plans available
Electric car and cycle to work schemes
TPBN1_UKTJ