Taunton
Post Date, 04/12/2024
Salary: 25000-26500 per annum
Are you an administrative professional who excels at providing exceptional client services?
Job: An administrative career, within a wealth management company. You'll have the chance to study, work, learn, and pass IFA qualifications. Providing you with a career, salary increase and an outstanding work culture. 30 days + 8 bank holidays, onsite gym, BUPA, birthday off, Christmas shut down, pension, 3 company events annually – Summer BBQ & Christmas Party.
You: You can come from any administrative background, have just graduated, or come from a regulated environment like banking, insurance, accountancy, wealth management, or mortgages.
Haw 3 Talent Solutions is hiring on behalf of their client for a Wealth Management Administrator to work in Taunton, Somerset. You will join a market-leading Wealth Management company that provides hassle-free advice on financial matters including Mortgages, Wealth Management, and Accountancy! The annual salary is £25,000 - £26,500 PA. The working hours are 8.45 am – 5.15 Monday to Friday.
Why work with us: Proud winners of the Best Mortgage Office in the UK and Best Regional Mortgage Broker in the South West! Additional accolades include Financial Advisory – Firm of the Year and winning the South-West’s Best Mortgage Broker in the AI Awards for Business Excellence!
Key Objectives:
The client relations team is accountable for delivering a high level of professionalism to provide client service excellence. The team transacts, manages and is responsible for client’s needs and the day-to-day running of wealth management client relations.
About You:
Outstanding Benefits:
The closing date is 30th December. Hawk 3 Talent Solutions is operating as an employment agency on behalf of its client. To Apply please follow the application process for the site this job is advertised on or email your CV to
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