Senior Financial Services Administrator

**Job Purpose** Providing administrative support to ensure the company delivers the high level of service expected by its clients and ensure the firm meets its regulatory obligations. **Reporting Relationships** Primarily supporting a senior adviser and their team with client administration. **Main Responsibilities** 1. Managing the diary for your...

**Job Purpose** Providing full-time administrative support to ensure the company delivers the high level of service expected by its clients and ensure the firm meets its regulatory obligations. **Reporting Relationships** Primarily supporting a senior adviser and their team with client liaison **Main Responsibilities** 1. Managing the diary for the...

**Senior Client Services Administrator, Exeter** We are exclusively partnered with an award-winning Chartered Financial Planners and Discretionary Fund Managers based in Exeter. The firm prides itself on giving clients a unique experience and have a fantastic working culture! They are committed to providinga complete bespoke wealth management service built...

MB Fitzgerald are working with a market leading Financial Planning & Investment Management business who are looking to recruit an additional Financial Services Administrator to join their team. The role will be based out of their offices in the centre of Exeter; it will involve supporting the firms Senior Administrators, Financial Advisers & clients. This...

**JOB TITLE**:Financial Services Administrator (IFA) **LOCATION**: Exeter / Hybrid working 3 days office / 2 days home (following initial training period) **SALARY**: £24,000-£28,000 dependent on experience **HOURS**: Monday - Friday 8.45am-5.30pm **BENEFITS**:25 days holiday plus Bank Holidays, accrue a day each year up to 30, company bonus scheme, on...

Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator! This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries. Responsibilities include: To have a thorough understanding of the...

Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator! This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries. Responsibilities include: To have a thorough understanding of the...

Up to £40k DOE | Exeter | Hybrid Join the next generation of Financial Planners as a Senior Financial Services Administrator! This role providessupport to financial planners and their clients by compiling research, writing suitability reports and answering technical queries. Responsibilities include: To have a thorough understanding of the...

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...

**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...

A well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team. The firm have grown substantially over the past few years and are looking to grow over the short, medium & long term future. Within this role you will have the opportunity to develop your administration skills, gain a strong understanding of the...

A well-known Financial Services organisation are seeking to recruit an Administrator to join their growing team. The firm have grown substantially over the past few years and are looking to grow over the short, medium & long term future. Within this roleyou will have the opportunity to develop your administration skills, gain a strong understanding of the...

**Administrator** **Location: Exeter (in office)** **Salary: £23,000 - £27,000 depending on experience** Are you an enthusiastic Administrator eager for a new role? Could you fulfil a vital support function within a busy office? You will be working as part of the team at a highly respected Appointed Representative of St. James’s Place Wealth...

We are working on an excellent opportunity for a Financial services administrator to join a growing financial planning firm in with offices in Exeter. In this role you will play a key part in delivering high quality advice and financial planning solutions to the clients and supporting your fellow paraplanning and financial planning team. - Experience of...

A fantastic opportunity has arisen for a Financial Services Administrator to join a well-established and successful company in Exeter. **KEY COMPETENCIES** - A confident, professional and pragmatic approach to all duties - Good communication skills both written and verbal - Excellent numerical skills - IT skills, use of Microsoft package, principally Word...

**Competitive Salary | Opportunity for Hybrid Working | Free Parking** Our client, a forward-thinking and dynamic Wealth Management Firm, is looking to recruit a **Financial Services Administrator** to join their team in Exeter on a full-time, permanent basis. **What will you be doing?** - Deliver a personalised, high-quality service to clients - Managing...

**Competitive Salary | Hybrid Working | Excellent Benefits** Our client, a well-established Chartered Independent Financial Planning firm is seeking a **Financial Services Administrator** to join their team based in Exeter. This position is primarily office based; however, you will have the opportunity to work two days from home. This role may also be...

**Job Title - Senior IFA Administrator** **Location - Exeter** **Salary - £27,000 - £32,000** Capio Recruitment is working with a growing independent financial planning firm on an exciting opportunity for an Senior IFA Administrator to join a practice in Exeter. The firm prides themselves on providing a high-quality service with a priority of...

This is a fantastic opportunity to work in one of South West of Englands fastest growing companies in a role that combines both support and administration. We're looking for an ambitious and driven individual who has experience working within a financial environment, understands the complexities of managing administrative support and is capable of...

**Up to £30,000 salary**: - **Hybrid Working**: - **25+ days holiday** We are working with one of the South-West’s top accountancy practices, to recruit a Financial Planning Administrator. You’ll be a point of contact for clients, working alongside a brilliant team of financial planning professionals. Whether it’s helping financial planners prepare...