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For Companies At a Glance
- Tasks: Support clients through the financial advice process and ensure top-notch service delivery.
- Company: Award-winning financial services firm in Exeter with a focus on personalised client care.
- Benefits: Competitive salary, 25 days holiday, professional development, and free onsite parking.
- Why this job: Join a forward-thinking team and grow your career in a dynamic financial environment.
- Qualifications: 3 years' experience in financial planning, strong organisational skills, and excellent communication.
- Other info: Collaborative culture with opportunities to specialise as the firm expands.
The predicted salary is between 28000 - 42000 £ per year.
Overview
An established and award-winning financial services firm, based in Exeter, is seeking a motivated and professional Financial Services Administrator to join its growing team. The company takes pride in offering clients a bespoke, highly personalised service across investments, pensions, and tax planning, delivered with integrity and efficiency.
The Role
This is a permanent, full-time position where the successful candidate will play a pivotal role in supporting the client journey from initial contact through to ongoing service delivery. Working closely with advisers, paraplanners, and investment teams, this individual will ensure high standards of client care, accuracy, and operational excellence.
Responsibilities for the Financial Services Administrator include:
- Provide administrative support across the advice and investment process.
- Liaise with providers and clients via telephone, email, letter, and face-to-face contact.
- Organise and manage administration tasks, ensuring deadlines are met and records remain compliant.
- Support client meetings with preparation, documentation, and client care.
Requirements for the Financial Services Administrator include:
- Minimum of 3 years’ experience in a financial planning or wealth management environment.
- Strong organisational skills with high attention to detail and accuracy.
- Excellent communication skills, both written and verbal, with strong IT proficiency.
- A proactive, ethical, and team-oriented approach with the ability to work independently.
- Competitive salary up to £35,000 DOE.
- 25 days holiday plus Bank Holidays and your birthday off
- Professional development opportunities, including support with qualifications.
- Collaborative and supportive team environment.
- Opportunity to develop into specialist areas as the firm continues to grow.
- Free onsite parking.
If you are an experienced financial services administrator looking to join a forward-thinking firm where you can truly add value and grow your career, we would love to hear from you. Apply today to find out more.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 10983
Seniority level
- Mid-Senior level
Employment type
- Contract
Job function
- Finance and Administrative
Exeter, England, United Kingdom 1 week ago
We’re removing irrelevant boilerplate to keep this description focused on the role itself.
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Financial Services Administrator employer: Cathedral Appointments | B Corp™
Contact Detail:
Cathedral Appointments | B Corp™ Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the lookout for opportunities. A personal recommendation can go a long way in landing that dream job.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Understand their approach to client care and operational excellence, so you can showcase how your experience aligns with their needs during the chat.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and providers, being articulate and confident in your conversations will set you apart. Consider mock interviews or role-playing scenarios with friends.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take the initiative to connect directly with us.
We think you need these skills to ace Financial Services Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your experience in financial planning or wealth management, and don’t forget to showcase your organisational skills and attention to detail!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re passionate about this role and how your skills align with our values of integrity and efficiency. Keep it professional but let your personality show through!
Showcase Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Use clear, concise language and check for any typos or errors before hitting send. We want to see your best work!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen to join our team!
How to prepare for a job interview at Cathedral Appointments | B Corp™
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services, especially around investments, pensions, and tax planning. Familiarise yourself with the company’s values and how they deliver their bespoke services. This will show that you're genuinely interested and prepared.
✨Showcase Your Organisational Skills
Since the role requires strong organisational skills, be ready to discuss specific examples from your past experience where you successfully managed multiple tasks or projects. Highlight how you ensured accuracy and met deadlines, as this will resonate well with the interviewers.
✨Communicate Clearly
Excellent communication is key in this role. Practice articulating your thoughts clearly and concisely. During the interview, make sure to listen actively and respond thoughtfully to questions, demonstrating your verbal communication skills.
✨Be Proactive and Ethical
Prepare to discuss how you approach your work with a proactive mindset and ethical considerations. Share examples of how you've taken initiative in previous roles and how you maintain integrity in client interactions, as this aligns with the company's values.
