Financial adviser Work, Jobs in Starcross, Dev (with Salaries)

Financial Services Administrator
OA Partners —Heavitree
- £27,000 - £33,000 a year
- Monday to Friday
- CRM software
- Salesforce
- Financial services
- Sick pay
7d
Financial Adviser
Partnership Recruitment —Ipplepen
- Part-time
- Hybrid work
- School
Paraplanner
Quilter —Exeter
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Management Accountant
Swanky —Exeter
- Full-time
- Hybrid work
- Accounting
- Communication skills
- Employee assistance programme
- Flexible schedule
Quick apply
8d
Financial Planning Administrator
Old Mill —Exeter
- Hybrid work
- Administrative experience
- Organisational skills
- Financial services
- Annual leave
- Employee assistance programme
Client Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Annual leave
- Employee assistance programme
Quick apply
Assistant Manager
Old Mill —Exeter
- Full-time
- Hybrid work
- Tax experience
- Annual leave
- Employee assistance programme
Quick apply
MSK Physiotherapist
Bupa —Exeter
- Up to £45,000 a year
- Part-time
- Time management
- Gym membership
- Life insurance
Quick apply
Business Development Manager
Old Mill —Exeter
- Hybrid work
- Sales
- Business development
- Communication skills
Quick apply
14d

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Financial Services Administrator

OA Partners
Heavitree

Apply Now

Job details

Permanent
£27,000 - £33,000 a year
7 days ago

Benefits

Cycle to work scheme
Company pension
Sick pay

Qualifications

CRM software
Salesforce
Financial services
Communication skills
Time management

Full job description

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.

Apply Now

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financial adviser jobs in starcross, dev

Financial Services Administrator

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Paraplanner

Management Accountant

Financial Planning Administrator

Client Manager

Assistant Manager

MSK Physiotherapist

Business Development Manager

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