Financial Services Administrator

2 weeks ago


Exeter, United Kingdom Cathedral Appointments Ltd Full time

Our client, a firm of professional Financial Advisers based in Exeter is looking for a **Financial Services Administrator** to join their friendly team.

**What will you be doing as a Financial Services Administrator?**
- Provide administrative support to the firm’s advisers and the Practice Manager
- Liaise with internal and external customers both oral and written communication
- Ensure that client files and records are up-to-date

**Skills and requirements for a Financial Services Administrator**:

- Experience in a similar role in the Financial Services Industry preferred
- Microsoft Office experience
- Evidence of progress in CII examinations (or equivalent) would be an advantage (but not essential) and we offer support to study.

**Company Benefits include but are not limited to**:

- 25 days annual leave as well as 8 annual public holiday dates.
- Study support
- Workplace pension
- Income Protection Cover.
- Personal development
- Rewards for effort
- Career path to progress and grow.

**Ref: 9597**

**Recruitment Consultant: Joanne Howell


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