Financial Services Administrator

Take the Next Step in Your Career - Join a Dynamic Financial Services Team in Taunton

Are you an organised and proactive administrator looking to build your future in financial services? Do you thrive in a collaborative environment where your skills are recognised and your development is supported? If so, we'd love to hear from you.

Role: Financial Services Administrator
Location: Taunton, Somerset (Office-based)
Hours: Monday to Friday, 8:45 AM - 5:15 PM
Salary: £24,000 - £26,500 (depending on industry experience)

What's in It for You?

• Pension Contributions - Helping you plan for tomorrow.
• Extra Time Off - Celebrate your birthday and enjoy a well-earned break over Christmas.
• Professional Growth - Support for qualifications and study time.
• Warm Welcome - A structured induction to help you settle in smoothly.
• Recognition & Rewards - Annual reviews and a performance-based bonus scheme.
• Wellbeing Matters - Access to an Employee Assistance Programme.
• Modern Facilities - Work in a bright, open-plan office with a gym, showers, and a stylish staff lounge.
• Supportive Culture - Join a values-led team that genuinely cares.

About the Role

Due to team expansion this firm is looking to add to their mortgages team. As a Financial Services Administrator, you'll be a key part of the Client Relations team, ensuring clients receive a seamless and professional experience. You'll provide essential administrative support to consultants and clients, helping to manage financial applications and maintain accurate records.

Your Responsibilities Will Include:

• Handling client enquiries with professionalism and empathy.
• Processing financial applications and tracking progress.
• Liaising with providers and third parties to ensure timely updates.
• Maintaining accurate records using internal systems.
• Supporting consultants with documentation and case management.
• Assisting with meeting coordination, post, and general office duties.

What We're Looking For

You'll bring strong administrative experience, ideally from a financial or professional services background. You're someone who enjoys helping others, is detail-oriented, and thrives in a busy, team-focused environment.

Key Skills & Attributes:

• Proven admin experience in a professional setting.
• Excellent attention to detail and organisational skills.
• Friendly and confident communicator.
• Tech-savvy and comfortable with databases and systems.
• Reliable, adaptable, and well-presented.

Interested?

Send your CV to or apply online today.
For a friendly, informal chat about the role, contact Catherine or Georgie on .

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.