Looking for more than just another admin role?

Jo (Mrs H) at Avocet Commercial Careers has a fantastic opportunity for 3 Client Services Administrators with a well-established financial services firm in Taunton.

This isn't about pushing papers - it's about becoming the backbone of exceptional client experiences while working in a supportive, forward-thinking environment that genuinely values your contribution and career development!

About the Client

Our client is an established financial services firm with a strong reputation for delivering outstanding client service and comprehensive financial planning solutions.

With their commitment to excellence and collaborative approach, they offer the perfect setting for career growth in financial services.

About the Role

This full-time permanent position (35 hours per week) offers an excellent hybrid working arrangement after your successful completion of probation - 3 days in their modern Taunton office with 2 days working from home flexibility. During your first 3 months, you'll be office-based to ensure comprehensive onboarding and integration with the team. You'll be working closely with Financial Advisers, Paraplanners, and colleagues to elevate client experiences through exceptional organisation and communication skills.

Client Services Administrator Responsibilities

• Handle all incoming and outgoing communications in a professional and efficient manner
• Develop comprehensive understanding of the firm's service proposition, operational processes, and procedures
• Build and maintain excellent working relationships throughout the team and with external professional connections
• Proactively support the onboarding of new clients ensuring smooth transitions
• Prepare and support timely delivery of annual review services
• Take ownership of tasks ensuring accurate completion within expected timescales to the highest quality
• Process all new business and ad hoc client queries with excellent accuracy and regular client updates
• Demonstrate excellent time management and organisational skills
• Adhere to Financial Services and Markets Act 2000 and FCA rules
• Comply with Consumer Duty, Treating Customers Fairly (TCF), Training & Competence (T&C), and financial crime procedures
• Undertake role-specific training as required for continuous development

Client Services Administrator Requirements

• Minimum 3 years' experience in a client-facing administrative support role
• Excellent interpersonal and client care skills with proven track record
• Demonstrated ability to work under own initiative and take ownership
• Excellent diary management, planning, and organisational skills
• Professional, articulate, and confident approach in all interactions
• Commercially astute with keen business acumen and understanding
• Keen attention to detail with strong problem-solving mindset
• Empathetic and patient approach when dealing with difficult situations
• Strong organisational skills with ability to plan time efficiently to meet deadlines
• Confidence to ask questions and maintain a "can do" attitude
• Pragmatic, analytical mindset with pride in achieving high standards

Benefits

• 35 hours per week with excellent work-life balance
• 3 days office, 2 days home (after successful probation period)
• 28 days annual leave (including 3 days allocated for Christmas shutdown) plus bank holidays
• Company pension scheme and Group Life Assurance
• Health Cash Plan

The Ideal Candidate

You're an experienced administrative professional who genuinely thrives on building meaningful relationships and delivering exceptional client service. With your pragmatic mindset and keen attention to detail, you don't just complete tasks - you take ownership and ensure everything is done to the highest standard. You're empathetic and patient, understanding that financial services is ultimately about people and their important life goals. Your "can do" attitude, combined with your commercial awareness and problem-solving skills, makes you the perfect fit for a role where you'll be valued as an integral part of a forward-thinking team that makes brilliant things happen.

Contact Jo (Mrs H) at Avocet Commercial Careers for more information.