Graduate Administrator

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

Location: Isle Brewers, GB

Posted Date: 6/4/2025