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.How to Apply:
If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed)
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Salary description
£27000.00 - £33000.00 per year