Full or Part-time Financial Services Administrator

2 weeks ago


Torquay Devon, United Kingdom Cathedral Appointments Ltd Full time

Salary £25k to £28k DOE | Excellent Benefits Package
Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis.
Your role will be based around providing administrative support to Managing Directors/IFA’s, and you will be a primary contact point for the Financial Services business.
This role is fully office based with the working hours 09:00am to 17:00pm, Monday to Friday.
Typing correspondence, forms, and documents on behalf of the Managing Director/IFA’s
Ensure all client matter details are recorded, updated, and completed in full on the firm’s databases
Dealing with telephone calls and recording messages for team members
Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA’s
Strong administration background, financial or professional services experience would be useful but not essential
Impeccable client service manner
You will have knowledge of the local market
25 days holiday plus bank holidays
~ Access to a Company Pension Scheme
~ Access to Private Medical Insurance
~ Christmas shutdown - no holiday needed
~ Employee Assistance Programme
~ This is a great opportunity for an experienced financial services administrator or skilled administrator to join a growing financial services business.



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