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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: Earn up to £35k, enjoy 25 days holiday, and get your birthday off!
- Other info: Collaborative environment with opportunities for professional development.
- Why this job: Join a dynamic team and grow your career in the financial sector.
- Qualifications: 3 years in financial planning, strong organisational and communication skills required.
The predicted salary is between 28000 - 35000 £ 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
- 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.
Qualifications
- 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.
Benefits
- 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.
Financial Services Administrator in Devon employer: Cathedral Appointments Ltd
Contact Detail:
Cathedral Appointments Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Services Administrator in Devon
✨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 with friends or family to boost your confidence.
✨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 Devon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Services Administrator role. Highlight your relevant 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 come through!
Showcase Your Communication Skills: Since excellent communication is key for this position, 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 Ltd
✨Know Your Stuff
Make sure you brush up on the basics 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 Experience
With a minimum of 3 years in the field, be ready to discuss specific examples from your past roles. Highlight your organisational skills and attention to detail by sharing instances where you successfully managed client care or administrative tasks under pressure.
✨Practice Your Communication Skills
Since excellent communication is key for this role, practice articulating your thoughts clearly and confidently. Consider doing mock interviews with a friend or family member, focusing on both verbal and written communication to ensure you come across as professional and approachable.
✨Prepare Questions
Interviews are a two-way street, so prepare thoughtful questions about the team dynamics, company culture, and opportunities for professional development. This not only shows your interest but also helps you gauge if the firm is the right fit for you.