Financial adviser Work, Jobs in Exeter Ex1 (with Salaries)

Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Wealth Administrator - 12 month FTC
Royal Bank of Canada —Exeter
- Full-time
- Microsoft Outlook
- Customer service
- Microsoft Office
12d
Trainee Tax Advisor – Rural Succession & Advisory
Evolution ABS —Wellington
- From £30,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Tax experience
- Free parking
- Profit sharing
Quick apply
12d
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
MSK Physiotherapist
Bupa —Exeter
- Up to £45,000 a year
- Part-time
- Time management
- Gym membership
- Life insurance
Quick apply
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
Business Development Manager
Old Mill —Exeter
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
Finance Manager
Swanky —Exeter
- Full-time
- Hybrid work
- Accounting
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Accounts Manager or Director
Westcotts Chartered Accountants and Business Advisers —Axminster
- From £55,000 a year
- Full-time
- Organisational skills
- In-person
- Leadership
- Health & wellbeing programme
- Annual leave
Quick apply
10d

More jobs to discover

Find similar jobs that you might be interested in.

Wealth Administrator - 12 month FTC
Royal Bank of Canada —Exeter
Process and monitor transfers of assets/cash from other institutions. Processing withdrawal instructions/cash movements.
12d

I want to receive the latest job alerts for financial adviser in exeter ex1

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Financial Planning Administrator

Old Mill -
Exeter

Apply Now

Job details

Benefits

Annual leave
Company pension
Employee assistance programme
Employee discount

Qualifications

Financial planning
Pension
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Are you an experienced Administrator with a background in financial services? Are you looking for a role where your organisational skills and client focus can truly make a difference? If so, we have an exciting opportunity for you to join our dynamic Financial Planning Team.

We’re on the lookout for someone who brings not only strong administrative expertise but also knowledge of financial processes, whether from financial planning, investment management, or a similar financial services environment. As part of our continued growth, we are expanding our teams in Exeter, Wells and Yeovil, creating new opportunities to join us at an exciting time.

The Opportunity

At Old Mill, we’re passionate about providing high-quality, personalised financial advice to our clients. Your role will be pivotal in ensuring our Financial Advisers can deliver outstanding service.

You’ll handle a wide range of responsibilities, from managing client data and ensuring the accuracy of records to preparing essential documentation for client meetings and advice. Strong communication skills will be essential, as you’ll be liaising directly with clients and colleagues to ensure seamless service delivery.

This is more than just an administrative role, it’s an opportunity to become a trusted and valued member of a fast-paced, collaborative, and supportive team.

Key responsibilities include:

Managing and maintaining accurate client records using our back-office systems.
Preparing documents and reports to support client meetings and advice provision.
Ensuring compliance with financial regulations through precise data handling.
Acting as a first point of contact for clients, delivering prompt and professional communication.

About you

We’re seeking someone with proven experience in financial services who would be comfortable in a busy, detail-oriented environment. You’ll need to be proactive, highly organised, and able to manage multiple priorities with ease.

Your skills and experience should include:

A background in financial services administration (experience in financial planning, investment management, or pensions is particularly advantageous).
Excellent attention to detail with the ability to spot errors others may miss.
Strong organisational skills and the ability to meet tight deadlines.
Comfortable communicating with clients and adapting your style when needed.
Proficiency in using office systems and software to manage data and workflows.

Whether your background is in financial planning, wealth management, or another financial services environment, we’d love to hear from you.

About us

At Old Mill, we believe that respect, trust, and collaboration are at the heart of everything we do. With a team of over 350 professionals, we combine the close-knit culture of a local firm with the capabilities of a much larger organisation. We create a positive work environment where everyone has the opportunity to thrive and be part of something meaningful.

Our open-minded and passionate culture means we embrace challenges, continually seek improvement, and celebrate the diversity of ideas. Whether you're collaborating with colleagues or working directly with our clients, you’ll be empowered to make a real impact.

We take pride in fostering a supportive, inclusive environment that values professional growth, flexible working, and individual wellbeing. Old Mill is a place where you can build a fulfilling career, backed by strong values and a culture of continuous learning.

If you’re looking for a company where your contributions are valued and you can genuinely make a difference, Old Mill is the place for you.

Benefits

At Old Mill, we go beyond the basics to offer a benefits package designed to support your personal and professional growth:

Generous Holiday Allowance – Start with 25 days of annual leave, plus bank holidays, with the option to purchase up to 5 additional days.
Celebrate Your Birthday – Enjoy an extra day off to celebrate.
Flexible Working – Hybrid working model with 3 days a week in the office, allowing for a great work-life balance.
Employee Assistance Programme – Confidential support available 24/7 for your mental, physical, and financial wellbeing.
Ongoing Professional Development – Full funding for your professional qualifications, with continuous learning opportunities.
Perks and Discounts – Access to exclusive employee discounts on a wide range of products and services.
Pension Scheme – A competitive pension to help plan for your future.

Additional Information

Please note that the job title used internally might not match the one you see in this job advert.

Piqued your interest?
We’d love to hear from you! For more information or an informal discussion, please get in touch with Kaz Austen ([email protected]).

Reference code: Financial Planning Administrator - CSA26
Location:
Exeter, England, United Kingdom
Sector: Accounting

Apply Now

Refine Your Search

financial adviser jobs in exeter ex1

Financial Planning Administrator

Wealth Administrator - 12 month FTC

Trainee Tax Advisor – Rural Succession & Advisory

Financial Adviser

MSK Physiotherapist

Assistant Manager

Business Development Manager

Finance Manager

Client Manager

Accounts Manager or Director

More jobs to discover

I want to receive the latest job alerts for financial adviser in exeter ex1

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected