Jobs
My ads
My job alerts
Sign in
Find a job Career Tips Companies
Find

Financial services administrator

Exeter
Permanent
Office Angels
Financial services administrator
Posted: 10 June
Offer description

TITLE: Financial Services Administrator LOCATION: Exeter SALARY: £27,000 - £33,000 per annum DOE BENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunities HOURS: Monday to Friday 9.00am - 5.00pm THE COMPANY: 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. DUTIES INCLUDE: 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...

Apply
Create E-mail Alert
Job alert activated
Saved
Save
Similar job
Financial services administrator
Exeter
Cathedral Appointments Ltd
Financial services administrator
€31,500 a year
Similar job
Financial services administrator
Exeter
Office Angels
Financial services administrator
£27,000 - £33,000 a year
See more jobs
Similar jobs
Office Angels recruitment
Office Angels jobs in Exeter
Banking jobs in Exeter
jobs Exeter
jobs Devon
jobs England
Home > Jobs > Banking jobs > Financial services administrator jobs > Financial services administrator jobs in Exeter > Financial Services Administrator

About Jobijoba

  • Career Advice
  • Company Reviews

Search for jobs

  • Jobs by Job Title
  • Jobs by Industry
  • Jobs by Company
  • Jobs by Location
  • Jobs by Keywords

Contact / Partnership

  • Contact
  • Publish your job offers on Jobijoba

Legal notice - Terms of Service - Privacy Policy - Manage my cookies - Accessibility: Not compliant

© 2026 Jobijoba - All Rights Reserved

Apply
Create E-mail Alert
Job alert activated
Saved
Save