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Financial Services Administrator

Job Posted: 18 days ago

Salary: £ 30,000 - 33,000 / Annum
Job Type: Permanent
Location: Wellington, Somerset

Expire in: 10 days

Job Description

My client, an established and highly regarded financial services business, is offering an excellent opportunity for a Financial Services Administrator to join their team in a full-time, permanent position paying up to £33,000.

This is a fantastic chance to become part of a professional, supportive, and well-respected organisation based in Wellington. You will be genuinely valued, supported in your development, and given real opportunities to progress your career within the financial services industry. The business is known for its positive working environment and commitment to staff development, making this an ideal role for someone looking to build a long-term career. The position is Monday to Friday.

The Role You will provide high-quality administrative support to Financial Consultants, delivering excellent client servicing, efficient processing of new business, and effective management of client reviews. The role requires a strong administrative background, excellent organisational skills, and a confident, professional approach when dealing with clients by phone, email, and in person. Financial services experience is desirable but not essential.

Key Responsibilities

  * Providing friendly and professional administrative support to clients and the team

  * Acting as a key point of contact for client enquiries via phone, email, and in person

  * Organising meetings and managing diaries effectively

  * Supporting the smooth processing of new business applications

  * Preparing documentation and ensuring all paperwork is accurate and complete

  * Handling client reviews and associated follow-up actions

  * Maintaining accurate client records on internal systems

  * Carrying out general administrative tasks and ad-hoc duties

  * Providing cover for team members during holidays and sickness

Skills & Experience Required The successful candidate will have:

  * Proven administrative experience

  * Excellent verbal and written communication skills with a confident, professional telephone manner

  * Strong organisational and time management skills

  * High attention to detail and accuracy

  * Good working knowledge of Microsoft Office

  * Ability to manage multiple priorities and work to deadlines

  * A proactive approach and willingness to learn industry processes

Elite Staffing Solutions are acting as the employment agency for this role

Before You Apply

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Bank details.
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Date of birth.

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Looking for your next career move? Join a top company hiring Financial Services Administrator job near me in Wellington, Somerset! This is your chance to work on exciting projects, grow professionally, and enjoy a rewarding career with competitive pay and excellent benefits. Whether you're an experienced professional or looking to take the next step, this role offers the perfect opportunity to enhance your skills and make an impact. Don’t miss out—apply today via Vita CV and take your career to the next level!