Administrator Independent Financial Adviser
Location:Exeter
Salary:£25,000 - £28,000 per annum (dependent on experience)
Hours:Monday to Friday, 9am - 5pm (1 hour lunch break)
A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees.
This is aback-office processing roleproviding essential support to Financial Advisers who manage diverse client portfolios. The successful candidate will play a key part in ensuring smooth day-to-day operations with minimal direct client contact, focusing instead on technical administrative tasks and liaison with industry providers.
Key Responsibilities
1. Providing comprehensive administrative support to Financial Advisers
2. Submitting new business applications to financial providers
3. Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows)
4. Monitoring and managing ongoing workflow to ensure timely completion of tasks
5. Maintaining...