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Financial Services Administrator

4 months ago

Exeter, 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 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 the workflow between the adviser, paraplanner, and client
- Preparing information packs and typing up client meeting minutes
- Obtaining information from providers on existing financial arrangements

**Skills/Qualifications: -**
- You will have an understanding of sales processes and FCA requirements
- You will be highly organised
- Excellent written communication skills
- You will be able to work independently

**The Benefits**:

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

**Recruitment Consultant: Joanne Howell**

**Ref: 9489