Job Description
Client Administrator
Location: TauntonSalary: Up to £32,000 + Benefits
An exciting opportunity has arisen for an experienced Client Administrator to join a growing and professional financial planning firm in Taunton. This role offers the chance to work closely with Financial Planners, providing first-class administrative support and helping to deliver an exceptional client experience.
This position would suit an organised and detail-oriented individual with experience within financial planning, wealth management, or financial services who is looking to develop their career within a supportive and professional environment.
Key Responsibilities
- Act as a key point of contact for clients, handling enquiries and delivering excellent customer service.
- Support the onboarding of new clients, including the collection and processing of Anti-Money Laundering (AML) documentation.
- Prepare client review packs, valuation reports, and portfolio information for adviser meetings.
- Maintain accurate client records and update internal back-office systems.
- Liaise with providers regarding pensions, investments, ISAs, bonds, transfers, and policy servicing.
- Assist advisers with diary management, appointment scheduling, and workflow administration.
- Ensure all tasks are completed in line with internal procedures, compliance requirements, and service standards.
- Support the wider team with administrative and operational activities as required.
About You
- Previous experience in a Client Administrator, Financial Planning Administrator, Client Support, or Paraplanning support role within an IFA, wealth management, or financial services environment.
- Knowledge of financial products including pensions, SIPPs, ISAs, investments, and bonds.
- Strong organisational skills with excellent attention to detail.
- Professional communication skills, both written and verbal.
- Ability to manage multiple priorities and work effectively within a busy environment.
Must have experience of keying new business for at least 3 of the following providers via their platforms;
- Quilter
- Aegon ARC
- Transact
- Royal London
- Parmenion
- Aviva
What's on Offer
- Salary up to £32,000 depending on experience.
- Competitive benefits package.
- Pension scheme.
- Ongoing training and professional development support.
- Study support towards industry qualifications.
- Friendly and collaborative working environment.
- Long-term career progression opportunities within a growing business.
If you are an experienced Financial Services Administrator looking for your next opportunity in Taunton, we'd love to hear from you.
