Financial Services Administrator

Avocet Legal; Taunton; On-site; GBP 24,000 - 30,000; Full time

Job summary

Ein renommiertes Unternehmen im Finanzdienstleistungssektor sucht einen engagierten Financial Services Administrator. Diese Position bietet die Möglichkeit, in einem professionellen Umfeld zu wachsen und sich weiterzuentwickeln. Mit einem klaren Karriereweg und einem Fokus auf Teamarbeit und exzellenten Kundenservice werden Sie Teil eines dynamischen Teams, das höchste Standards in der Branche setzt. Wenn Sie eine Leidenschaft für administrative Exzellenz und Kundenservice haben, ist dies die ideale Gelegenheit für Sie.

Benefits

Wettbewerbsfähiges Gehalt

Karriereentwicklungsmöglichkeiten

Berufliche Arbeitsumgebung

Regelmäßige Leistungsanerkennung

Umfassende Schulung und Unterstützung

Qualifications

• Erfahrung in der Finanzdienstleistungsadministration oder relevante Ausbildung.
• Ausgezeichnete Kommunikationsfähigkeiten und Kundenservice-Affinität.

Responsibilities

• Erstklassige Unterstützung für Finanzberater leisten.
• Dokumentation effizient verarbeiten und Kundenkommunikation pflegen.

Skills

Kundenservice

Aufmerksamkeit für Details

Organisation

Kommunikationsfähigkeiten

Education

A-Levels oder Abschluss

Tools

CRM-Systeme

Job description

Location: Taunton, Somerset

Description:

Dani at Avocet Commercial Careers is representing a distinguished professional services organisation seeking an exceptional Financial Services Administrator to join their accomplished team.

This position offers genuine career advancement in a prestigious corporate environment for someone who thrives in a professional setting and is passionate about delivering outstanding client service.

About Our Client

Our client has established itself as a trusted provider of comprehensive financial services, building its reputation on expertise, integrity, and client-focused solutions. With a commitment to excellence in every interaction, they maintain the highest standards in the industry while creating an environment where dedicated professionals can excel and grow.

About The Role

As a Financial Services Administrator, you will become an integral part of a dynamic team that supports the delivery of premium financial services. Working in a modern, professional office environment, you'll contribute directly to the firm's success through meticulous administrative support and client service excellence. This is a fully office-based position designed for someone who appreciates structure, teamwork, and professional development.

Financial Services Administrator Responsibilities

• Deliver first-class support to financial advisors
• Handle client communications with precision and care
• Maintain CRM systems and digital platforms
• Process documentation efficiently
• Manage telephone inquiries with exceptional professionalism
• Work collaboratively in a high-performing team
• Ensure compliance with regulatory requirements

Financial Services Administrator Requirements:

• You could have A-levels or a degree with an interest in financial services
  OR
• You could have established experience within financial services administration
• Proven track record of stability and commitment in previous roles
• Exceptional attention to detail and organisational abilities
• Outstanding communication skills, both written and verbal
• Natural aptitude for providing exemplary customer service
• Positive, solution-oriented mindset with genuine enthusiasm for administrative excellence
• Professional demeanour and presentation reflective of our corporate culture
• Ability to maintain confidentiality and exercise discretion
• Strong team ethic combined with self-motivation and initiative

Benefits

• Competitive salary ranging from £24,000 to £30,000 based on experience and qualifications
• Structured career development pathway with clear progression opportunities
• Professional working environment with state-of-the-art systems and resources
• Regular performance recognition and reward programs
• Comprehensive training and support

If you possess the ambition, professionalism, and commitment to excellence that this role demands, we invite you to start a conversation about your future with this prestigious firm.

Please contact Dani at Avocet Commercial Careers to discuss this opportunity in confidence on (phone number removed) or (url removed)