Location
Exeter
Salary £28000 - £35000 TypePermanent WorkplaceOn-Site Ref88344
Client Service Administrator Boutique IFA
Are you an experienced IFA Administrator who thrives in a client-focused, boutique environment? Do you take pride in supporting advisers to deliver an exceptional client journeyand want to be part of a collaborative, close-knit team?
Were delighted to be working exclusively with a highly regarded, values-led financial planning firm, seeking a Client Service Administrator to join their growing team. Based in a beautiful countryside setting, this is a full-time role with the possibility of 1 day per week working from home for the right candidate.
The Role
As Client Service Administrator, youll play a central role in the firms day-to-day operations. Youll be responsible for:
1. Contacting providers and handling all related correspondence
2. Processing new business from start to finish
3. Preparing meeting packs and client documentation
4. Supporting the advisory and paraplanning teams with high-quality client servicing
Youll work closely with a team of friendly professionals who care deeply about the work they do and the clients they serve.
What Theyre Looking For
5. Experience in IFA or financial planning administration
6. Experience in an SME or boutique firmyoure not after the corporate grind
7. A professional and personable individual, ideally with life experience (ex-military or ex-NHS backgrounds welcomed)
8. Comfortable commuting by car or public transport to a rural location
Package & Benefits
9. 25 days holiday + bank holidays + your birthday off
10. An extra days holiday for each year of service
11. Private medical insurance (after probation)
12. Pension matched up to 5% (NEST)
13. A warm, down-to-earth team who genuinely value one another