Blackdown Financial, based in Taunton, is seeking an IFA & Mortgage Administrator to support the Mortgage Adviser and paraplanning team. The role focuses on delivering a seamless client experience and maintaining accurate records.
You will welcome clients, handle calls and enquiries, facilitate credit checks, and prepare documentation for advisers. A collaborative, professional environment supports continuous improvement.
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IFA & Mortgage Admin Specialist - Client Services in Taunton employer: Blackdown Financial
Blackdown Financial is an exceptional employer located in the heart of Taunton, offering a supportive work culture that values teamwork and professional growth. Employees benefit from flexible working arrangements, comprehensive training opportunities, and a commitment to maintaining a healthy work-life balance, making it an ideal place for those seeking meaningful and rewarding employment in the financial services sector.