Financial Services Administrator

1 month 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 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 responsibilities include: -**
- Provide a high level of support to the firm’s directors and paraplanners.
- Dealing with customer enquires
- Obtaining information from providers on existing financial arrangements
- Prepare client valuations

**Financial Services Administrator requirements include: -**
- Working knowledge of Microsoft Office
- Flexible with a proactive approach
- Excellent written communication skills
- Experience working in an administrative role

**The Benefits**:

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

If you are an experienced administrator and would like to work for a company that considers its staff to be its most vital asset, then this role could be right for you.

**Recruitment Consultant: Georgia Parkhouse**

**Ref: 9457



  • Exeter, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **Financial Services Administrator** **Location: Exeter (in office)** **Salary: £23,000 - £27,000 depending on experience, plus bonus and extensive benefits** Are you an enthusiastic Financial Services 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...


  • Exeter, United Kingdom Foresight Financial Planning Full time

    **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...


  • Exeter, Devon, United Kingdom Foresight Financial Planning Full time

    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...

  • Administrator

    3 weeks ago


    Exeter, United Kingdom Beerstone Financial Services Full time

    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 -...


  • 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...


  • Exeter, United Kingdom Cathedral Appointments Full time

    **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...

  • Administrator

    1 week ago


    Exeter, Devon, United Kingdom Beerstone Financial Services Full time

    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...


  • Exeter, United Kingdom MB Fitzgerald Full time

    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...


  • Exeter, Devon, United Kingdom MB Fitzgerald Full time

    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...

  • Administrator

    4 weeks ago


    Exeter, United Kingdom Burgh Recruitment Ltd (Financial Services) Full time

    **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...


  • Exeter, United Kingdom Office Angels Full time

    **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...


  • Exeter, United Kingdom Office Angels Full time

    **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...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time

    Competitive Salary | Opportunity for Hybrid Working | Free ParkingOur 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 responsibilities include:...


  • Exeter, United Kingdom Idex Full time

    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...


  • Exeter, United Kingdom Meridian Business Support Full time

    **Senior Financial Planning Administrator - | - Exeter - | - £28k - £33k p.a** Permanent opportunity available for an experienced Senior Financial Services Administrator to join a forward-thinking, highly respected Wealth Management firm. As a Senior Administrator you will be required to look after a team of 5 administrators. Main Responsibilities: - To...


  • Exeter, Devon, United Kingdom Meridian Business Support Full time

    **Senior Financial Planning Administrator- | Exeter- |- £28k - £33k p.a**Permanent opportunity available for an experienced Senior Financial Services Administrator to join a forward-thinking, highly respected Wealth Management firm.As a Senior Administrator you will be required to look after a team of 5 administrators.Main Responsibilities: To be...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time £40,000

    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 administration...


  • Exeter, United Kingdom Brook Street Full time

    **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...


  • Exeter, United Kingdom Embrace Financial Services Full time

    Job Profile: **Who are we and what we do.** We are part of Embrace Financial Services, which has existed in Exeter since 1989 in various different guises. Mortgage Progression provides specialist management of mortgage and life assurance products for our Advisors. The benefit to the sales force is that customers’ mortgages are proactively progressed...


  • Exeter, Devon, United Kingdom Cathedral Appointments Ltd Full time €40,000

    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...