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)
Contract Type: Permanent
Start Date: Immediate
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 a back-office processing role providing 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
* Providing comprehensive administrative support to Financial Advisers
* Submitting new business applications to financial providers
* Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows)
* Monitoring and managing ongoing workflow to ensure timely completion of tasks
* Maintaining accurate records and managing documentation
* General administrative duties as required
Essential Skills & Experience
1. Exceptional attention to detail and strong or...