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Financial Services Administrator – Taunton

Posted: 15th November 2018

Job title: Financial Services Administrator – Taunton
Location: Taunton
Salary: Salary £18-25k
Type: Full Time

Job Description

Our client is one of the UK’s top 10 accountancy firms with an excellent reputation for providing a wide range of client-tailored services from private individuals to national and multi-national businesses. Their financial services arm is completely independent and offers whole of market advice across a wide range of products and services from protection, pensions, investments and inheritance
tax planning.

They are looking for an experienced financial services administrator to join their busy team to help with the day to day processing of new business and to provide excellent customer service to both existing and new clients.

The role will involve:

  • Setting up client records on Intelligent Office (IO)
  • Processing Letters of Authority (LOA)
  • Processing New Business
  • Valuations
  • Customer Services External and Internal
  • Electronic filing
  • Call handling
  • General Admin duties

Essential Criteria

  • Previous financial services administration experience
  • Willingness to work towards industry recognised professional qualifications
  • Keen eye for detail
  • Ability to work well under pressure both independently and as part of the team
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