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