Average Insolvency Administrator salary in Taunton

We’re working with a highly successful, boutique financial planning practice based in Burnham-on-Sea, who are looking to welcome an IFA Administrator into their friendly and close-knit team.This is a fantastic opportunity to join a business where people genuinely enjoy coming to work. The team is supportive, down-to-earth and collaborative, with a strong focus on delivering a high level of personal service to their clients. It’s a great environment for someone who values being part of a small, welcoming team where their contribution really matters.The role will be varied and engaging, combining traditional IFA administration responsibilities with regular client interaction - both over the phone and when clients visit the office.The role:Supporting Financial Advisers with day-to-day administrationPreparing client documentation, reports, and regulatory paperworkProcessing new business and managing ongoing cases through to completionLiaising with providers such as Aviva, Fidelity, and AJ BellUsing Intelliflo to maintain accurate client records and manage workflowsSpeaking with clients over the phone to provide updates and assist with queriesAssisting with meeting preparation and ensuring a smooth client experienceThe individual:Experience within an IFA / Financial Planning administration roleFamiliarity with platforms such as Aviva, Fidelity, AJ Bell and IntellifloStrong organisational skills and attention to detailA personable and professional communication styleSomeone who enjoys working as part of a small, friendly teamProgress towards CII exams would be advantageousWhat’s on Offer:Basic salary up to £36,000Bonus schemeCompany benefits4 days in the office, 1 day working from homeA genuinely friendly and supportive working environmentThe opportunity to be part of a well-respected and growing boutique practiceThis is a brilliant opportunity for an IFA Administrator looking to join a business where they’ll be valued, supported and part of a positive team culture - working with great people and clients.

Full Time, Up to £32,000TauntonHybrid working (3 days in office)This opportunity would suit an experienced Financial Services Administrator or Client Administrator who enjoys being a key part of the advice process and wants to work in a modern, growing financial planning business.If you enjoy keeping things organised, supporting advisers and paraplanners, liaising with providers and making sure clients receive an excellent service, this could be a very good opportunity.This is a varied role where you will play an important part in supporting the delivery of the advice service. You will be involved in new business processing, keeping client records up to date, handling letters of authority, working with providers and third parties, and helping ensure Financial Planners have everything they need to support clients effectively. The role also involves maintaining accurate records, supporting pipeline progression, assisting with meeting preparation and helping deliver a high standard of service across the business.The BusinessThis is a growing and ambitious financial planning and wealth management business with a strong focus on delivering high quality advice and an exceptional client experience.The firm is investing heavily in technology, operational efficiency and the long term development of its people. It is building a modern advice business designed to make financial planning more accessible, efficient and valuable for clients, while also creating a supportive and progressive environment for staff.This is an opportunity to join a business that is continuing to evolve, where administration is seen as a key part of delivering excellent outcomes for both clients and advisers.The RoleWorking as a Client Administrator, you will support Financial Planners, Personal Assistants and Paraplanners with the administration involved in delivering the advice service.This is a broad and hands on role. Responsibilities will include taking ownership of the new business application process, processing new business within agreed service levels, working with providers and other third parties, handling letters of authority and transfer authorities, issuing documentation, maintaining accurate records on internal systems, assisting with pipeline updates and helping ensure planners are fully prepared for client meetings.You will also deal with telephone queries, support the management of incoming and outgoing post when required, help resolve outstanding issues, and look for ways to improve processes and client outcomes. Previous experience within financial services and in a client focused administration role will be important, along with strong organisational skills, good communication and the ability to manage multiple tasks effectively. Experience with industry systems or back office systems would be helpful, although training can be provided where needed.The BenefitsCompetitive salary depending on experienceHybrid working with 3 days in the officePrivate Medical InsuranceMedicash Health Cash PlanPension plan with 5% employer contribution and minimum 3% employee contributionGroup Income Protection at 75% of base salaryGroup Life Assurance at 4x base salary28 days holiday, rising to 30 days after 2 years of serviceApplyingTo find out more about this opportunity, simply apply here.One of our team will be in touch to talk you through the role in more detail and, if it feels like the right fit, we will support you through the interview process.

Financial Planning Administrator Burnham-on-Sea | £30,000 – £36,000 (DOE)We are seeking an experienced Financial Planning Admin to join a well-established financial planning business. This is a varied, central role combining client interaction, technical administration, and operational support.The RoleYou will be responsible for:Acting as the first point of contact for clients, including calls and front-of-house supportPreparing client meeting packs, regulatory documents, and portfolio reportsManaging Letters of Authority and liaising with providers for informationSupporting advisers with research using industry platforms and toolsProcessing applications, withdrawals, and transactions across investment platformsMaintaining accurate client records and updating systems throughout the advice processChasing providers and managing workflows to ensure timely completion of casesHandling sensitive documentation including identification and policy paperworkSupporting business reporting, including income tracking and client servicing activityManaging post, correspondence, and general office organisationAbout YouWe are looking for someone who is:Highly organised with strong attention to detailConfident communicating with clients face-to-face and over the phoneAble to manage multiple tasks in a structured, regulated environmentProactive and able to work independently as well as part of a teamExperience (desirable)Previous experience within financial services or an IFA environmentFamiliarity with industry platforms and provider systemsProgress towards CII qualifications (advantageous)Working ArrangementsOffice-based preferred due to client-facing natureFlexible options available including hybrid working (1 day WFH) or a 4-day weekWhy Apply?This is a varied and responsible role within a professional, client-focused environment, offering long-term stability and the opportunity to become an integral part of a growing team. If this sounds like the right opportunity for you, please contact Josie today!