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For Companies At a Glance
- Tasks: Support clients through their financial journey with top-notch administrative skills.
- Company: Award-winning financial services firm in Exeter, known for personalised client care.
- Benefits: Competitive salary, 25 days holiday, professional development, and free onsite parking.
- Why this job: Join a supportive team and make a real difference in clients' financial lives.
- Qualifications: 3 years in financial planning, strong organisational and communication skills.
- Other info: Great career growth opportunities in a collaborative environment.
The predicted salary is between 30000 - 40000 £ per year.
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.
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.
Financial Services Administrator in Exeter employer: Cathedral Appointments | B CorpTM
Contact Detail:
Cathedral Appointments | B CorpTM Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Exeter
✨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 be ready to discuss how your experience aligns with their mission. We want you to shine!
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with clients and providers, being articulate and confident is key. Consider mock interviews or even chatting with friends to refine your delivery.
✨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 in Exeter
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 the perfect fit for our team. Mention specific experiences that relate to the responsibilities listed in the job description.
Show Off Your Communication Skills: Since excellent communication is key for this role, make sure your written application reflects that. Keep your language clear and professional, and double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it’s super easy!
How to prepare for a job interview at Cathedral Appointments | B CorpTM
✨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 Skills
Highlight your organisational skills and attention to detail during the interview. Prepare examples from your past experience where you've successfully managed administrative tasks or supported client journeys. This will demonstrate your capability to meet the high standards expected in this role.
✨Communicate Clearly
Since excellent communication is key for this position, practice articulating your thoughts clearly and concisely. Be ready to discuss how you’ve effectively liaised with clients and colleagues in previous roles, whether through email, phone, or face-to-face.
✨Be Proactive and Ethical
Emphasise your proactive approach and ethical mindset. Share instances where you took initiative in your previous roles or made decisions that prioritised client care and compliance. This aligns perfectly with the company's commitment to integrity and operational excellence.
