Job Description Join a Modern, Fast Growing & Forward-Thinking Financial Planning Business! Recruit Wealth are delighted to be representing a highly ambitious and fast growing, national Financial Planning business in their search for an experienced Administrator to join their Advice Operations team for 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. 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. Supporting Financial Planners with pipeline management and client servicing Delivering exceptional client service via telephone and email Previous experience within a Financial Planning, Wealth Management or wider Financial Services business Experience working in a Client Administrator, Financial Services Administrator or similar support role Excellent communication and relationship-building skills Good working knowledge of Microsoft Office and provider platforms & back office systems Experience using back-office systems such as CURO would be advantageous, although training can be provided. Join a highly respected and growing Financial Planning business Hybrid working 28 days holiday plus Bank Holidays ~ Private Medical Insurance ~ Employee Assistance Program ~ Private Pension ~ Discretionary, up to 10% company annual bonus ~ Hybrid/Work from home ~ If you are an experienced Financial Services Administrator or Client Administrator looking to take the next step in your career with a progressive Financial Planning firm, we would love to hear from you.
Locations
Administrator - Independent Financial Adviser (Ifa) in Somerset, Taunton employer: Recruit Wealth
Join an award-winning pension provider that prioritises employee development and wellbeing, offering a supportive hybrid working environment. With comprehensive training and genuine opportunities for career progression, you'll be part of a collaborative team that values your growth in the pensions administration field. This role not only provides exposure to a diverse caseload but also allows you to build valuable technical experience within a respected financial services organisation.
