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Leading Recruitment Agency in Wiltshire | CMD Recruitment

Discover your next job or find your ideal employee with CMD Recruitment, the largest and most established recruitment agency in Wiltshire and Bath.


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  • Job type: Permanent
  • Location: Chippenham
  • Date posted:
  • Pay: £22000 - £25000


Up to £25,000 (depending on experience) per annum + benefits

Chippenham, Wiltshire


Are you ready to embark on an exhilarating journey in the world of finance? Are you passionate about delivering outstanding client service while working in a vibrant, collaborative atmosphere? If you’re up for an exciting challenge, we have a remarkable opportunity waiting just for you.

Due to continued growth, this dynamic financial services team are seeking an experienced Administrator to join their dedicated team, where you will be at the heart of our client-focused operation. You will play a pivotal role in shaping the clients’ financial journeys.

The role:

  • Processing client enquiries and allocating to the appropriate Advisor
  • Responding to client enquiries and resolving queries
  • Liaise with product providers / clients and prospects
  • Preparing reports and application forms
  • Reconciling fee statements / invoices and resolve payment queries
  • Ensure all clients files are accurate and updated, both electronically and paper-based
  • Meet and greet clients and visitors
  • Be the first point of contact for incoming calls
  • General administration

Person specification:

  • Previous administration experience is essential
  • Experience within a financial services setting would be advantageous
  • A dynamic and methodical approach
  • A passion for delivering an excellent customer service
  • Self-motivated and disciplined
  • Strong written and verbal communication skills
  • Competent IT skills including Microsoft’ Office

Hours of work will be Monday to Friday 9am – 5pm with 45 minutes for lunch. Hybrid working is available once a successful induction period is completed (2 days working from home).

This is a fantastic opportunity to join a market leading business, who have consistently grown over the past few years!

Successful candidates will be contacted within 7 working days of their applications, should you not hear from us within this time, please assume that your application was unsuccessful.

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