tPS Recruitment
- Providing comprehensive administrative support to Financial Advisers
- Submitting new business applications to financial providers
- Good benefits package
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 roles provides 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
- Exceptional attention to detail and strong organisational skills
- Ability to work effectively under pressure and manage competing priorities
- Excellent written and verbal English communication skills
- Proficiency in Microsoft Office applications
- Proven ability to handle a constant flow of work in a fast-paced environment
Desirable but Not Essential
- Previous experience within the financial services industry
- Knowledge of Intelligent Office (Intelliflo) software
What's on Offer
- Competitive salary of £25,000 – £28,000 depending on experience and qualifications
- Hybrid working arrangement to suit both individual and company needs
- 33 days annual leave (25 days plus 8 Bank Holidays)
- Group Protection Scheme
- Private Medical Insurance
- Free on-site parking
- Career development to progress
- Opportunities to participate in social and charity events
To apply for this job please visit www.reed.co.uk.
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