Description
Client Administrator
Taunton
Full-time, Permanent
About the Opportunity
We’re recruiting on behalf of a leading Wealth Management and Mortgage firm seeking a Client Relationship Manager to join their Taunton team.
This is a fantastic opportunity to start your career in financial services. Ideal for a recent graduate or something looking to train into a professional role.
In this role, you’ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations.
What’s on Offer?
Career Development & Benefits:
Annual bonus scheme.
30 days holiday plus bank holidays.
Study support & funding to help you achieve industry qualifications.
Pension scheme and sick pay.
Further development into an Adviser role.
BUPA Employee Assistance Program and access to an onsite commercial gym.
Birthday day off and regular company events.
Opportunities to contribute to the firm’s Charity Foundation.
A positive, team-driven culture with clear career growth pathways.
Key Responsibilities
First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
Case Management: Proactively manage client cases, supporting them throughout the application process.
Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency.
Team Collaboration: Assist Financial Consultants with client-related administration and coordination.
General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.
This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach
