Financial Services Administrator

1 week ago


Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

Competitive Salary | Opportunity for Hybrid Working | Free Parking


Our client, a forward-thinking and dynamic Wealth Management Firm, is looking to recruit an
Administrator to join their team in Exeter on a full-time, permanent basis.

Your role will be supporting the firm's Directors and paraplanners.

Financial Services Administrator responsibilities include:
-


  • Provide a high level of support to the firm's directors and paraplanners.
  • Dealing with customer enquires
  • Obtaining information from providers on existing financial arrangements
  • Prepare client valuations

Financial Services Administrator requirements include:
-


  • Working knowledge of Microsoft Office
  • Flexible with a proactive approach
  • Excellent written communication skills
  • Experience working in an administrative role

The Benefits:

  • Competitive Salary
  • 25 days holiday + bank holidays
  • Opportunity for hybrid working
  • Supportive and friendly working environment
  • Free onsite parking


If you are an experienced administrator and would like to work for a company that considers its staff to be its most vital asset, then this role could be right for you.


Recruitment Consultant:
Georgia Parkhouse

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