At a Glance
- Tasks: Support Financial Planners and ensure clients receive exceptional service.
- Company: Join a modern, tech-driven financial planning business with ambitious growth plans.
- Benefits: Great career prospects, ongoing development, and a supportive team environment.
- Other info: Fast-paced role with significant investment in technology and operational excellence.
- Why this job: Be part of a transformative company that values innovation and client experience.
- Qualifications: Experience in financial services administration and strong organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
Join a Modern, Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing Financial Planning business in their search for an experienced Administrator to join their Taunton regional offices. This is an outstanding opportunity for an experienced Financial Services Administrator who wants to be part of a modern, technology-driven organisation that is genuinely transforming the client and adviser experience within Financial Planning and Wealth Management.
You’ll join a collaborative and supportive environment where client service, innovation and professional development are at the heart of the business.
The Opportunity
As a Client Administrator, you will play a vital role in supporting Financial Planners, Paraplanners and wider operational teams to ensure clients receive an exceptional and seamless service throughout their financial planning journey. This is a fast-paced and highly rewarding position suited to someone who enjoys organisation, building strong relationships and delivering outstanding client outcomes within a Financial Planning or Wealth Management environment.
The business offers excellent long-term career prospects, ongoing development and the opportunity to be part of a company with exciting growth plans and significant investment in technology and operational excellence.
Key Responsibilities
- Managing the end-to-end new business process
IFA Administrator in Somerset employer: Recruit Wealth Ltd
Join a dynamic and innovative financial planning firm in Taunton, where your contributions as an IFA Administrator will be valued in a collaborative and supportive culture. With a strong focus on professional development and cutting-edge technology, this company offers exceptional career growth opportunities and the chance to be part of a transformative journey in client service and wealth management.
