Client Administrator – Wealth Management
Taunton
Full-time, Permanent
About the Opportunity
This is a rare chance to launch your career in financial services with a highly regarded firm in Taunton, offering a clear path to becoming a qualified Financial Adviser once your exams are complete.
You’ll play a key role as the first point of contact for clients, working closely with experienced Financial Consultants and gaining hands-on experience in delivering outstanding client service and support.
Key Responsibilities
- First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
- Case Management: Proactively manage client cases, supporting them throughout the application process.
- Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
- Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency.
- Team Collaboration: Assist Financial Consultants with client-related administration and coordination.
- General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.
What You’ll Need to Succeed
- A desire to progress in a professional financial services environment.
- Excellent communication and interpersonal skills, with the ability to build trusted client relationships.
- Strong organisational abilities and the capacity to manage multiple tasks effectively.
- A proactive, solutions-focused mindset with a commitment to delivering outstanding service.
- Willingness to pursue industry qualifications and develop your expertise.
What’s on Offer?
Career Development & Benefits:
- Annual bonus scheme (6%)
- 30 days holiday plus bank holidays.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- BUPA Employee Assistance Program and access to an onsite commercial gym.
- Birthday day off and regular company events.
- Opportunities to contribute to the firm’s Charity Foundation.
- A positive, team-driven culture with clear career growth pathways.
Why Apply?
This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach
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