Financial Services Administrator

Financial Services Administrator

Location: Wellington, Somerset

Contract Details: Permanent, Full Time

Hours: 8:45am - 5:15pm (1 hour for lunch)

Salary: Circa £30,000 per annum

About Our Client:

Our client is a highly successful and reputable financial services organisation based in Wellington, Somerset. With their commitment to employee well-being and supporting long-term growth, they offer excellent career progression and development opportunities.

Benefits & Perks:

• Attractive salary of circa £30,000 per annum


• Annual company bonus scheme


• Generous annual leave allowance of 25 days, plus Bank Holidays


• Fully expensed Summer and Christmas employee parties, fostering a vibrant company culture


• Conveniently located luxurious office


• Pension scheme for long-term financial security


• Friendly and highly welcoming team


• Impressive local reputation

Responsibilities:

As a Financial Services Administrator, you will play a crucial role in providing exceptional administrative support to the Financial Consultants, maintaining excellent administration processes, and ensuring efficient service delivery. Your responsibilities will include:

• Serving as a friendly and professional point of contact for clients and efficiently addressing any administration queries


• Arranging client meetings and facilitating effective communication


• Diary management and prompt action on client meeting outcomes


• Preparing meeting packs and handling application completion, submission, and follow-up


• Verifying the accuracy and completeness of documentation


• Requesting and distributing necessary documentation, such as policy details and quotes


• Performing accurate fund switches, rebalances, and other trades within set timeframes


• Organising client review meetings, preparing client valuation and review reports, and maintaining compliance-oriented client files


• Providing general administrative support, including scanning, photocopying, and letter writing


• Maintaining accurate client records and recording client or company contact details


• Assisting with holiday and sickness cover for other members of the team


• Enhancing industry knowledge through external and internal resources

Essential Requirements:

• Knowledge of retail financial products and regulatory guidelines


• Strong analytical and problem-solving skills, with an eye for detail


• Excellent organisational and time management abilities, even under pressure


• Effective communication skills, both written and verbal, with IT proficiency


• Proactive approach to work, taking ownership of tasks and being accountable


• Calm and considered outlook when addressing challenges

How to Apply:

If this position has caught your attention and you would like to apply, please do so online or email your CV to taunton@office-angels.com. If you prefer to speak on the phone before applying, please call us for a chat on 01823 285440.

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.

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