Financial Planning Administrator

**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...

**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 PurposeProviding 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 RelationshipsPrimarily supporting a senior adviser and their team with client administration.Main ResponsibilitiesManaging the diary for your teamAssisting your team with...

**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...

Job Title: Independent Financial Planner for Southernhay Financial Planning Ltd Location: Truro, Cornwall, covering mainly Cornwall. Southernhay Financial Planning is an expanding company based in the South West of England providing independent financial advice for families and businesses. The prime responsibility of this role is to continue to provide...

**About us** Foresight Financial Planning is a boutique financial planning business based in Exeter. Since 1997 we have been assisting clients in making good decisions in all areas of their financial planning, from investments and savings to mortgages, pensions and tax planning. Many of our clients or their families have been with us since the start, which...

An Administrator with a back ground in Financial Planning, Banking or Investments needed in Exeter. Your new company We are working with an independent financial planning firm on the outskirts of Exeter who have a rare and exciting opportunity for 2 Senior Financial Planning Administrators to join their team. They have recently expanded and built at SW HQ in...

An Administrator with a back ground in Financial Planning, Banking or Investments needed in Exeter.Your new companyWe are working with an independent financial planning firm on the outskirts of Exeter who have a rare and exciting opportunity for 2 Senior Financial Planning Administrators to join their team. They have recently expanded and built at SW HQ in a...

**Salary and Benefits**: £25-35,000 (dependant on experience) plus an exceptional benefits package including 23 days’ holiday + bank holidays + 12 wellbeing days + hybrid working + support with professional training + 10% employers’ pension contribution + income protection scheme + private medical insurance + life assurance + healthcare cash plan +...

**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...

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...

Beerstone Financial Services is a well established family run business in the heart of Exeter. We are looking to hire a new administrator to help with our always growing business. We are looking for someone between 10am - 3pm, Monday - Friday, however the start time can be flexible to fit within your needs. - Experience in administative and office tasks -...

**Independent Financial Adviser** At AFH, as we grow, we’re looking for like-minded financial advisers to join us. Be part of a progressive and client-focused, financial planning-led wealth management firm as an employed adviser. In this role, you will understand your clients current and future financial goals and formulate easy to understand financial...

**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...

**Salary up to £30k DOE | Hybrid Working** 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...

Beerstone Financial Services is a well established family run business in the heart of Exeter. We are looking to hire a new administrator to help with our always growing business.We are looking for someone between 10am - 3pm, Monday - Friday, however the start time can be flexible to fit within your needs. Experience in administative and office tasks An...

**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

**Westward Financial Management Ltd is seeking a Junior Administrator to join our team in Tiverton / Exeter** **Duties and responsibilities**: - Day to day administration in a busy IFA Practice - Business located in Exeter and Tiverton - Ideally some experience of Intelligent Office - Working alongside Chartered Financial Planners and Head of...

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...