Financial Services Administrator - Hybrid Working in Exeter

Job description

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.

Extra information

Status

Closed

Education Level

Secondary School

Location

Exeter

Type of Contract

Part-time jobs

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English