Financial Services Administrator - Taunton, United Kingdom - The Progress Shed

The Progress Shed
The Progress Shed
Verified Company
Taunton, United Kingdom

1 week ago

Tom O´Connor

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Tom O´Connor

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Description

Our client, a well-established Chartered Independent Financial Planning firm is seeking an
Independent Financial Services Administrator to join their team based in Somerset.


What will you be doing?

  • Act as a point of contact for clients to answer their daytoday queries
  • Building and maintaining client relationships
  • General administration duties
  • Diary management

Skills/Qualifications:


  • Educated to GCSE level (or equivalent) minimum, with grades A-C to include English and Math
  • You will be either working in a firm that offers financial advice or have experience within a professional business services
  • Understanding of FCA rules and experience of wokring in a regulated enviroment
  • Exceptional organisation skills
  • Excellent verbal and written communication

The Benefits:


  • Employer pension scheme
  • Competitive Salary
  • Training and development opportunities
Experience of working in Financial Services
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