Financial Services Administrator

1 day ago

Exeter, Devon, United Kingdom mbf Full time £25,000 - £28,000 per year

An 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 comfortable managing a high volume of work in a fast-paced financial services environment.

Key Responsibilities

  • Providing full administrative and processing support to three Financial Advisers
  • Submitting new business across pensions, investments and protection products
  • Liaising with major financial providers including Aviva, Prudential, Fidelity and Scottish Widows
  • Monitoring workflow and progressing cases through to completion
  • Chasing outstanding documentation and provider requirements
  • Maintaining accurate records in line with compliance procedures

Ideally you will have:

  • Previous experience within financial services administration or IFA support (highly desirable)
  • Strong administrative skills with excellent attention to detail
  • Confident written and verbal communication skills
  • Good working knowledge of Microsoft Office
  • Experience using Intelligent Office (Intelliflo) would be advantageous
  • A proactive, reliable and team-focused approach

Package & Benefits

  • Salary £25,000 – £28,000 depending on experience
  • 25 days holiday plus 8 bank holidays
  • Hybrid working
  • Private Medical Insurance
  • Group Protection Scheme
  • Free on-site parking
  • Excellent transport links via train and bus

This is an excellent opportunity to join a well-established firm offering long-term stability, a friendly working environment.

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