Graduate Client Administrator
Taunton
Full-time, Permanent
About the Opportunity
We’re recruiting on behalf of a leading Wealth Management and Mortgage firm seeking a Client Relationship Manager to join their Taunton team.
This is a fantastic opportunity to start your career in financial services. Ideal for a recent graduate or something looking to train into a professional role.
In this role, you’ll be the main point of contact for clients, supporting Financial Consultants and ensuring the smooth day-to-day management of client relations.
What’s on Offer?
Career Development & Benefits:
- Annual bonus scheme.
- 30 days holiday plus bank holidays.
- Study support & funding to help you achieve industry qualifications.
- Pension scheme and sick pay.
- Further development into an Adviser role.
- BUPA Employee Assistance Program and access to an onsite commercial gym.
- Birthday day off and regular company events.
- Opportunities to contribute to the firm’s Charity Foundation.
- A positive, team-driven culture with clear career growth pathways.
Key Responsibilities
- First Point of Contact: Be the primary liaison for client enquiries, delivering a first-class service experience.
- Case Management: Proactively manage client cases, supporting them throughout the application process.
- Compliance & Accuracy: Ensure client records are maintained in line with FCA standards and data protection regulations.
- Operational Support: Work with the Head of Client Relations to streamline office procedures and improve efficiency.
- Team Collaboration: Assist Financial Consultants with client-related administration and coordination.
- General Office Duties: Manage correspondence, schedule meetings, and assist with administrative tasks.
This is an exciting opportunity to join a reputable wealth management firm known for its collaborative culture, career development opportunities, and client-first approach.
