At a Glance
- Tasks: Support clients through the financial advice and investment process with top-notch admin skills.
- Company: Join an award-winning financial services firm known for personalised client care in Exeter.
- Benefits: Enjoy a competitive salary, 25 days holiday, and professional development opportunities.
- Other info: This role does not offer visa sponsorship; valid UK work authorisation is necessary.
- Why this job: Be part of a collaborative team where your contributions truly matter and career growth is encouraged.
- Qualifications: 3 years' experience in financial planning, strong organisational skills, and excellent communication abilities required.
The predicted salary is between 24000 - 28000 £ per year.
£28k - £35k DOE | Onsite | Exeter
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.
Recruitment Consultant: Charlotte Coke
Ref: 10983
Financial Services Administrator in Exeter employer: Cathedral Appointments Ltd
Join an established and award-winning financial services firm in Exeter, where you will be part of a collaborative and supportive team dedicated to delivering bespoke client services. With competitive salaries, generous holiday allowances, and professional development opportunities, this company fosters a culture of growth and excellence, making it an ideal place for motivated individuals looking to advance their careers in financial services.
Contact Details:
Cathedral Appointments Ltd Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Financial Services Administrator in Exeter
✨Tip Number 1
Familiarise yourself with the financial services industry, particularly in areas like investments, pensions, and tax planning. Understanding the specific services offered by the firm will help you engage more effectively during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who work in administrative roles. Attend industry events or join relevant online forums to gain insights and potentially get referrals.
✨Tip Number 3
Prepare for the interview by practising common questions related to client care and operational excellence. Think of examples from your past experience that demonstrate your organisational skills and attention to detail.
✨Tip Number 4
Showcase your IT proficiency by being familiar with common financial software and tools used in the industry. Being able to discuss your technical skills confidently can set you apart from other candidates.
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 highlights your relevant experience in financial planning or wealth management. Emphasise your organisational skills, attention to detail, and any specific achievements that demonstrate your ability to support client journeys effectively.
Craft a Compelling Cover Letter:Write a cover letter that showcases your motivation for applying to this specific role. Mention how your skills align with the responsibilities outlined in the job description, particularly your communication skills and proactive approach.
Highlight Relevant Experience:In your application, clearly outline your previous roles and responsibilities that relate to administrative support in financial services. Use specific examples to illustrate your experience in managing tasks, liaising with clients, and ensuring compliance.
Proofread Your Application:Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Financial Services Administrator role.
How to prepare for a job interview at Cathedral Appointments Ltd
✨Know Your Financial Services
Make sure you brush up on your knowledge of financial planning, investments, and pensions. Being able to discuss these topics confidently will show that you're well-prepared and understand the industry.
✨Demonstrate Organisational Skills
Since the role requires strong organisational skills, be ready to provide examples from your past experience where you've successfully managed multiple tasks or projects. This will highlight your ability to handle the responsibilities of the position.
✨Prepare for Client Interaction Scenarios
Think about how you would handle various client scenarios, as you'll be liaising with clients regularly. Practising responses to common client queries can help you feel more confident during the interview.
✨Showcase Your Team Spirit
The company values a collaborative environment, so be prepared to discuss how you've worked effectively in teams before. Highlighting your team-oriented approach will resonate well with the interviewers.
