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Are you ready to join a team that values collaboration, supports your growth, and champions a healthy work-life balance? If you're organised, proactive, and passionate about delivering exceptional service, this could be the perfect role for you.
Position: Client Administrator
Location: Taunton, Somerset (Office-based)
Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: From 25,000 depending on level of experience. For a candidate with Financial Services experience they will pay up to 30,000 PA.
What's in It for You?
- Future Security: Competitive pension scheme with generous contributions.
- Extra Celebrations: Additional leave for your birthday and Christmas.
- Career Development: Financial support and study time for professional qualifications.
- Recognition: Annual reviews and bonus scheme to reward your hard work.
- Wellbeing Support: Access to a confidential Employee Assistance Programme.
- Modern Workspace: Bright offices with a gym, showers, and a welcoming staff room.
- Positive Culture: Be part of a values-driven team that genuinely cares.
About the Role
In this role, you'll be at the heart of client relationships - managing day-to-day needs, ensuring smooth operations, and supporting Financial Consultants to provide exceptional service.
You'll thrive in a fast-paced environment where attention to detail and professionalism make all the difference. If you enjoy building strong connections, solving problems, and creating a positive impact for clients, this is the perfect opportunity to showcase your skills.
Your Responsibilities Will Include:
- Handle client enquiries professionally and manage cases through to completion.
- Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes.
- Prioritise tasks effectively to meet deadlines and exceed expectations.
- Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements.
- Contribute to a welcoming environment, including preparing refreshments when needed.
Key Skills & Attributes:
- Solid administrative background.
- Excellent attention to detail.
- Confident, friendly communicator.
- Self-motivated and adaptable.
- Comfortable with IT systems and databases.
- Professional, punctual, and presentable.
Ready to Apply?
Send your CV to (url removed) or apply online today.
For an informal chat, call Catherine or Georgie on (phone number removed).
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.
