Financial Services Administrator
5 days ago
£28k - £35k DOE | Onsite | Exeter An established and award-winning financial services firm, based in Exeter, is seeking a motivated and professional Financial Services Administrator to join its growing team. The company takes pride in offering clients a bespoke, highly personalised service across investments, pensions, and tax planning, delivered with integrity and efficiency. The Role This is a permanent, full-time position where the successful candidate will play a pivotal role in supporting the client journey from initial contact through to ongoing service delivery. Working closely with advisers, paraplanners, and investment teams, this individual will ensure high standards of client care, accuracy, and operational excellence. Responsibilities for the Financial Services Administrator include: Provide administrative support across the advice and investment process. Liaise with providers and clients via telephone, email, letter, and face-to-face contact. Organise and manage administration tasks, ensuring deadlines are met and records remain compliant. Support client meetings with preparation, documentation, and client care. Requirements for the Financial Services Administrator include: Minimum of 3 years’ experience in a financial planning or wealth management environment. Strong organisational skills with high attention to detail and accuracy. Excellent communication skills, both written and verbal, with strong IT proficiency. A proactive, ethical, and team-oriented approach with the ability to work independently. Benefits: Competitive salary up to £35,000 DOE. 25 days holiday plus Bank Holidays and your birthday off Professional development opportunities, including support with qualifications. Collaborative and supportive team environment. Opportunity to develop into specialist areas as the firm continues to grow. Free onsite parking. If you are an experienced financial services administrator looking to join a forward-thinking firm where you can truly add value and grow your career, we would love to hear from you. Apply today to find out more. Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship. Recruitment Consultant: Charlotte Coke Ref: 10983
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Financial Services Administrator
7 days ago
Exeter, Devon, United Kingdom Foresight Financial Planning Full time £25,000 - £45,000 per yearJob 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...
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Financial Services Administrator
5 days ago
Exeter, United Kingdom Cathedral Appointments Ltd Full timeOur 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...
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Financial Services Administrator
5 days 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...
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Financial Services Administrator
2 weeks ago
Exeter, Devon, United Kingdom Cathedral Appointments | B Corp™ Full time£28k - £35k DOE | Onsite | ExeterAn established and award-winning financial services firm, based in Exeter, is seeking a motivated and professionalFinancial Services Administratorto join its growing team. The company takes pride in offering clients a bespoke, highly personalised service across investments, pensions, and tax planning, delivered with...
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Financial Services Administrator
5 days ago
Exeter, United Kingdom mbf. Full timeWe are working with a very successful Financial Planning & Investment Management practice to recruit an additional Administrator. The business is fully independent and work at the top end of the market providing advice to HNW private clients, businessesand professionals. They are now seeking to recruit an additional member of staff who can provide...
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Financial Services Administrator
1 week ago
Exeter, Devon, United Kingdom mbf Full time £25,000 - £28,000 per yearAn established and highly respected Independent Financial Planning firm based in Exeter is seeking an experienced Administrator to join its friendly and professional team.This is a busy, back-office support role providing full administrative assistance to a team of Financial Advisers. The successful applicant will be highly organised, detail-driven and...
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Financial Services Administrator
2 weeks ago
Exeter, United Kingdom mbf. Full timeWe are working with a very successful Financial Planning & Investment Management practice to recruit an additional Administrator. The business is fully independent and work at the top end of the market providing advice to HNW private clients, businessesand professionals. They are now seeking to recruit an additional member of staff who can provide...
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Financial Services Administrator
3 days ago
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...
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Financial Services Administrator
1 week ago
Exeter, United Kingdom MB Fitzgerald Full timeMB 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...
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Administrator (Financial Services)
5 days ago
Exeter, United Kingdom Office Angels Full time**OB TITLE**: Administrator (Financial Services) **LOCATION**: Exeter **HOURS**: Monday to Friday 9-5.30pm **SALARY**: £18,000-£23,000 (Dependant on Experience) **BENEFITS**:Generous Holiday, Discretionary Annual Bonus Scheme, Contributory Pension, Income Protection Insurance **THE COMPANY**: A financial management company specialising in investments...
