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.