2 administrator jobs found in Taunton

Our client an award winning, chartered and highly respected financial planning practice is seeking to recruit a Financial Planning Administrator to join their friendly team. The business has an excellent name in the industry, they are committed to providing first class holistic financial advice to their portfolio of HNW & UHNW clients. Role overview As a Financial Services Administrator, you will play a crucial role in supporting the overall practice. You will work very closely with a senior financial planner, providing essential support and liaising with high-net-worth (HNW) clients. This position is integral to ensuring the smooth operation and success of the practice. Key Responsibilities Provide comprehensive administrative support Manage and maintain accurate client documentation and records Coordinate and schedule meetings, prepare reports, and handle correspondence Liaise with clients, addressing queries and providing timely updates Assist in the...

Remote work from home, choose your own hours, great income potential We are recruiting for part-time, self employed, work from home people who are looking for a second income or a part-time role along side other responsibilities. You'll have great communication skills, both verbally and in writing, and be comfortable showing an online presentation to potential customers. We use social media, WhatsApp and text regularly in the team, so you need to be very happy using those tools and also have a great phone manner, confident in chatting to people and with excellent customer service always the goal. We offer our customers the opportunity to save money on their bills and to also earn an extra income, like you, if they are interested. It's super simple, with a very straightforward system You'll be part of a growing team of like-minded people with the same goal, and you'll receive first class training, support and mentoring both from the head office team and from your colleagues within...