Financial Services Administrator

Office Angels; Taunton; On-site; GBP 24,000 - 27,000; Full time

Job summary

A leading company in Taunton is seeking a Financial Services Administrator to enhance their Client Relations team. The role focuses on client communication, efficient administration, and delivering exceptional service. Ideal candidates will have proven administrative experience, a keen eye for detail, and excellent customer service skills.

Benefits

Generous Pension Scheme

Generous annual leave package

Professional Growth Opportunities

Comprehensive Induction Programme

Annual Salary Review

Annual Bonus Scheme

Employee Assistance Program

Supportive Company Culture

Luxurious offices with a gym

Qualifications

• Proven experience in administration.
• Experience in a client care focused role, ideally within a professional services setting.
• Exceptional customer service skills.

Responsibilities

• Handling client enquiries and administration tasks.
• Supporting Mortgage Consultants and ensuring seamless service.
• Using various software packages for data entry.

Skills

Attention to detail

Customer service skills

Communication

IT literate

Job description

Are you ready to elevate your career? Do you thrive in a dynamic, fast-paced environment? Do you want to work for a company that understands the importance of work-life balance? We are seeking a talented administrator to join our award-winning client in the heart of Taunton.

Job Title: Financial Services Administrator

Location: Taunton, Somerset (Office-based)

Hours: Monday to Friday, 8:45 AM - 5:15 PM

Salary & Benefits: £24,000 - £26,500 PA DOE (Experience in financial services required for the higher end of the salary bracket)

• Generous Pension Scheme


• Generous annual leave package including additional days off for your birthday and Christmas!


• Professional Growth Opportunities: Study support provided both financially and with time to study during the working day.


• Comprehensive Induction Programme


• Annual Salary Review


• Annual Bonus Scheme


• Employee Assistance Program


• Supportive Company Culture with Excellent Values


• Modern, bright, open-plan, and luxurious offices


• Impressive staff room and fully equipped gym with showers and changing room facilities

The Role:

As part of the Client Relations (Mortgages) team, you will be responsible for addressing clients' needs through effective communication and accurate administration. The team is dedicated to delivering an exceptional client experience, meeting expectations, and providing support to the Mortgage Consultants.

Daily Duties Include:

• Efficiently handling all client enquiries.


• Preparing refreshments for client and company meetings.


• Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process.


• Liaising with providers to ensure seamless service delivery.


• Competently using various software packages for data entry and monitoring the company client database.


• Providing efficient client relations support through regular communication.


• Coordinating and implementing office procedures with the Head of Client Relations.


• Sorting and distributing incoming post and organising outgoing post.


• Booking meeting rooms and conference facilities as needed.

Ideal Candidate Attributes:

We are looking for someone who has worked in a role focused on client care, ideally within a professional services setting. You should be adept at nurturing clients, providing a professional service, and engaging with clients. A natural communicator, you will have:

• Proven experience in administration.


• Meticulous attention to detail and accuracy.


• Organised and self-motivated.


• Exceptional customer service skills with a flexible and adaptable approach.


• IT literate.


• Personable, presentable, and punctual.


• Excellent communication and interpersonal abilities.

Next Steps:

Apply online today or email your CV directly to [e-mail]. Alternatively, you can contact Catherine or Georgie on 01823 285440 to discuss over the phone.

Office Angels is an employment agency and business. We are an equal-opportunities 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.