Client Operations Administrator - Taunton

We are seeking a highly organised and detail-oriented Client Operations Administrator to join one of our clients, a growing and forward-thinking financial services business based in Taunton.

This is a fantastic opportunity to join a company that is experiencing an exciting period of growth, offering a supportive environment, strong company culture, and genuine opportunities for development.

Full-time role
Monday – Friday, 8:45am – 5:15pm
Office-based

Salary: £35,000 – £40,000 (DOE)

Responsibilities

• Act as a key point of contact for clients, handling queries via phone, email, and in person
• Provide a high standard of ongoing client service and manage expectations
• Coordinate meetings, manage diaries, and prepare client documentation
• Process new business applications, ensuring accuracy and compliance
• Support client reviews, including valuations, reports, and follow-up actions
• Maintain accurate client records on CRM systems (Intelligent Office or similar)
• Handle servicing requests such as policy updates, withdrawals, and claims
• Produce and analyse management information and performance reports
• Support forecasting, reporting, and wider operational activity
• Assist with regulatory requirements and compliance processes
• Contribute to process improvements and support internal projects

Benefits

• Matched pension contributions up to 5%, plus reinvestment of employer NI savings
• Private medical insurance
• Life assurance (4x salary) and income protection
• 33 days holiday (including bank holidays), rising to 38 with service + option to buy more
• Fully funded professional qualifications, training, and subscriptions
• Electric car, cycle-to-work, and travel schemes
• Long service awards, referral bonuses, and paid volunteering days

If this is something you are interested in, apply now!