Financial Services Administrator - Exeter
The rewards
- £27,000 - £33,000 per annum DOE
- 25 days holiday plus Bank Holidays
- 8% employer pension contribution
- Enhanced sick pay
- Death in service
- Cycle to work scheme
- Full study support and professional development opportunities
Hours
- Monday to Friday 9.00am - 5.00pm
The role of Financial Services Administrator:
- Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment
- Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications
- Client Communication: Responding to client queries via email and telephone in a timely and professional manner
- Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce)
- Onboarding Support: Assisting with new client onboarding and ongoing servicing processes
- Compliance: Ensuring all activities meet regulatory and internal compliance standards
- Administration: Providing general administrative support to ensure smooth day-to-day operations
The ideal Financial Services Administrator:
- Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills
- Soft Skills: Excellent organisation, communication, and time management skills
- Attention to Detail: High level of accuracy and consistency in all work
- Experience: Previous experience within financial services is essential
- Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure
Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team.
This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience.
You will be part of a collaborative team with excellent opportunities for development and progression.
