Financial Services Administrator

Taunton, Somerset

Salary Details: £24000.00 - 30000.00 a year

Avocet Legal
Avocet Legal
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Dani at Avocet Commercial Careers is representing a distinguished professional services organisation seeking an exceptional Financial Services Administrator to join their accomplished team.

This position offers genuine career advancement in a prestigious corporate environment for someone who thrives in a professional setting and is passionate about delivering outstanding client service.


About Our Client

Our client has established itself as a trusted provider of comprehensive financial services, building its reputation on expertise, integrity, and client-focused solutions. With a commitment to excellence in every interaction, they maintain the highest standards in the industry while creating an environment where dedicated professionals can excel and grow.


About The Role

As a Financial Services Administrator, you will become an integral part of a dynamic team that supports the delivery of premium financial services. Working in a modern, professional office environment, you'll contribute directly to the firm's success through meticulous administrative support and client service excellence. This is a fully office-based position designed for someone who appreciates structure, teamwork, and professional development.


Financial Services Administrator Responsibilities

  • Deliver first-class support to financial advisors
  • Handle client communications with precision and care
  • Maintain CRM systems and digital platforms
  • Process documentation efficiently
  • Manage telephone inquiries with exceptional professionalism
  • Work collaboratively in a high-performing team
  • Ensure compliance with regulatory requirements

Financial Services Administrator Requirements:

  • You could have A-levels or a degree with an interest in financial services
    OR
  • You could have established experience within financial services administration
  • Proven track record of stability and commitment in previous roles
  • Exceptional attention to detail and organisational abilities
  • Outstanding communication skills, both written and verbal
  • Natural aptitude for providing exemplary customer service
  • Positive, solution-oriented mindset with genuine enthusiasm for administrative excellence
  • Professional demeanour and presentation reflective of our corporate culture
  • Ability to maintain confidentiality and exercise discretion
  • Strong team ethic combined with self-motivation and initiative

Benefits

  • Competitive salary ranging from £24,000 to £30,000 based on experience and qualifications
  • Structured career development pathway with clear progression opportunities
  • Professional working environment with state-of-the-art systems and resources
  • Regular performance recognition and reward programs
  • Comprehensive training and support

If you possess the ambition, professionalism, and commitment to excellence that this role demands, we invite you to start a conversation about your future with this prestigious firm.

Please contact Dani at Avocet Commercial Careers to discuss this opportunity in confidence on (phone number removed) or (url removed)



Date Posted: 08 May 2025
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