Financial Services Administrator Job at Office Angels (Taunton)

Financial Services Administrator

6-month maternity cover contract starting mid-January 2026. Supporting a Financi...

Location

United Kingdom , Colchester

Salary:

28000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Must drive and have access to a vehicle due to the location of the business
Organised and proactive
Confident and detail-oriented professional

Job Responsibility

Managing Advisers' diary
Arranging review meetings with prospect & current clients
Producing annual client reports for meetings
Running Adviser's back-office system
Being the main point of contact for clients, both face to face and virtually on behalf of Adviser
Sending Letters of Authorities for clients to the relevant providers and collating required information on plans and policies
Ensuring smooth running of the office on behalf of the Adviser including stationery checks, managing incoming and outgoing post

What we offer

Potential for contract extension after 6-month period

Fulltime

Financial Services Administrator

As a Financial Services Administrator, you will play a crucial role in providing...

Location

United Kingdom , Wellington

Salary:

35000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Working knowledge of financial products and regulatory standards
Strong analytical thinking and attention to detail
Excellent organisation, time management, and ability to prioritise under pressure
Confident communicator with solid IT skills
Committed to high standards and personal accountability
Positive, proactive team player with a supportive attitude
Calm and thoughtful problem-solver

Job Responsibility

First point of contact for client queries via phone, email, and in person
Schedule meetings and manage Financial Consultants' diaries
Handle client admin queries and ensure follow-up actions are completed
Prepare meeting packs and process applications accurately and compliantly
Manage documentation, policy details, and investment instructions
Organise review meetings and prepare reports
Maintain compliant records and ensure timely follow-up and action implementation
General admin support and record maintenance in Intelligent Office
Process client requests (e.g. surrenders, claims) and provide team cover
Escalate risks and contribute to team development and industry knowledge

What we offer

Annual company bonus scheme
Generous annual leave allowance of 25 days, plus Bank Holidays
Fully expensed Summer and Christmas employee parties
Conveniently located luxurious office
Pension scheme for long-term financial security
Friendly and highly welcoming team

Fulltime

Financial Services Administrator

We are seeking a talented administrator to join our award-winning client in the ...

Location

United Kingdom , Taunton

Salary:

24000.00 - 26500.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in administration
Meticulous attention to detail and accuracy
Organised and self-motivated
Exceptional customer service skills with a flexible and adaptable approach
IT literate
Personable, presentable, and punctual
Excellent communication and interpersonal abilities

Job Responsibility

Efficiently handling all client enquiries
Preparing refreshments for client and company meetings
Proactively managing day-to-day administration tasks, including transacting cases onto the system and supporting consultants and clients throughout the application process
Liaising with providers to ensure seamless service delivery
Competently using various software packages for data entry and monitoring the company client database
Providing efficient client relations support through regular communication
Coordinating and implementing office procedures with the Head of Client Relations
Sorting and distributing incoming post and organising outgoing post
Booking meeting rooms and conference facilities as needed

What we offer

Generous Pension Scheme
Generous annual leave package including additional days off for your birthday and Christmas
Professional Growth Opportunities: Study support provided both financially and with time to study during the working day
Comprehensive Induction Programme
Annual Salary Review
Annual Bonus Scheme
Employee Assistance Program
Supportive Company Culture with Excellent Values
Modern, bright, open-plan, and luxurious offices
Impressive staff room and fully equipped gym with showers and changing room facilities

Fulltime

Client Services Administrator

Client Services Administrator role at the heart of client relationships - managi...

Location

United Kingdom , Taunton

Salary:

25000.00 - 30000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Solid administrative background
Excellent attention to detail
Confident, friendly communicator
Self-motivated and adaptable
Comfortable with IT systems and databases
Professional, punctual, and presentable
Administrative experience ideally within financial or professional services

Job Responsibility

Handle client enquiries professionally and manage cases through to completion
Maintain accurate records, ensure FCA compliance, and liaise with providers for smooth processes
Prioritise tasks effectively to meet deadlines and exceed expectations
Support consultants with clear communication and assist with office procedures, post handling, and meeting arrangements
Contribute to a welcoming environment, including preparing refreshments when needed

What we offer

Competitive pension scheme with generous contributions
Additional leave for birthday and Christmas
Financial support and study time for professional qualifications
Annual reviews and bonus scheme
Access to confidential Employee Assistance Programme
Bright offices with gym, showers, and welcoming staff room

Fulltime

Business Support Assistant - Financial Services

We are seeking a detail-oriented and proactive Financial Services Administrator ...

Location

United Kingdom , Stirling

Salary:

24000.00 - 28000.00 GBP / Month

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in financial services or wealth management
Experience of using Salesforce, Apus or similar CRM systems (desirable)
Strong organisational and multitasking abilities
Excellent communication and interpersonal skills
Proficiency in Microsoft Office Suite and financial software
Attention to detail and high level of accuracy
Ability to work independently and as part of a team

Job Responsibility

Assist clients with account inquiries, transaction processing, and service requests
Prepare, review, and maintain client documentation
Accurately input client data into financial systems and generate reports
Schedule and coordinate client meetings and events
Ensure compliance with industry regulations and company policies
Perform general administrative tasks

Fulltime

Customer Services Administrator

Temporary Customer Services Administrator role with a leading specialist in fina...

Location

United Kingdom , Orpington

Salary:

13.00 GBP / Hour

Office Angels

Expiration Date

Until further notice

Requirements

Strong customer service background
Excellent communication skills with ability to remain calm under pressure
Strong attention to detail and proficiency in MS Office
Results-driven mindset with excellent time management skills
Ability to adapt to fluctuations in workload and work effectively as part of a team

Job Responsibility

Engaging with customers and prospects to provide product information and support through application process
Building relationships with customers, answering queries, and addressing new product and renewal inquiries
Processing new business applications and ISA transfers while ensuring timelines and quality standards are met
Handling inbound and outbound calls with accuracy and professionalism
Maintaining detailed records through data input and scanning of correspondence
Collaborating with Field Team to enhance knowledge of Police affinity group
Assisting with service improvement initiatives and additional duties assigned by CEO

Fulltime

Customer Service Administrator

Dynamic and driven professional role focused on building lasting relationships a...

Location

United Kingdom , Aylesford

Salary:

27000.00 - 29000.00 GBP / Year ▼

Office Angels

Expiration Date

Until further notice

Requirements

Proven experience in Customer Service/Administration or a similar role
Excellent communication and interpersonal skills
A proactive approach to identifying client needs and offering innovative solutions
A team player who thrives in a collaborative environment

Job Responsibility

Job Allocation & Workflow: Triage jobs, manage escalations, monitor PPM/Extra Works, ensure RAMS compliance
System Management: Update job statuses and purchase orders in Clik
Quotation Management: Prepare, submit, and chase quotes
coordinate amendments
Portal Management: Oversee job progression across client portals and MCAP tasks
Reporting & Compliance: Weekly KPI reporting
maintain contractual and H&S compliance
Financial Administration: Resolve invoice queries with finance and operations teams

What we offer

Weekly Pay
Up to 28 days annual leave
Access to free eyecare vouchers
Temp of the Month awards
Timesheets can be completed on mobile devices
Perks at work
Discount schemes
Access to Well-being platforms

Fulltime

Mortgage Administrator

Join a leading financial services team based in Hebburn, where you'll play a key...

Location

United Kingdom , Hebburn

Salary:

26000.00 GBP / Year

Office Angels

Expiration Date

Until further notice

Requirements

Previous experience in mortgage or financial services administration is preferred but not essential
Excellent telephone manner and strong communication skills
Ability to manage multiple cases with high attention to detail
A proactive, positive team player with a strong work ethic
Willingness to learn and grow - support is available to gain industry qualifications
Good administrative skills

Job Responsibility

Submit and progress mortgage applications from start to finish
Support advisers with documentation and client communications
Manage inbound and outbound client calls with professionalism
Liaise with lenders, solicitors, and third parties to move cases forward
Book appointments for mortgage and protection reviews
Ensure accurate record-keeping and compliance throughout
Use internal systems to manage and update client case files

What we offer

Weekend shift allowance of £75 per weekend worked, paid monthly
Support to study toward industry-recognised qualifications
Clear progression pathways within financial services
Full training provided in a professional, collaborative, and friendly team
Enjoy regular social events like team nights out and Christmas parties
Open-plan, modern office environment
Health insurance benefit after 1 year of service
Enhanced Maternity & Paternity Pay, after 3 years service

Fulltime

Financial Services Administrator

Office Angels

Location:
United Kingdom , Taunton

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
July 24, 2025

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Contract Type:
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Job Posted:
July 24, 2025