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 all activities meet regulatory and internal compliance standards.
* Administration: Providing general administrative support to ensure smooth day-to-day operations.
Key Skills & Qualifications
* 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.
We are an equal-opportunities employer who respects and appreciates people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.
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