Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Provide top-notch admin support to Financial Planners and manage client documentation.
- Company: Respected Wealth Manager with a friendly team in Exeter.
- Benefits: Generous salary, hybrid working, and excellent benefits package.
- Other info: Opportunity for mentoring and training in a dynamic, regulated environment.
- Why this job: Join a collaborative environment and make a real difference in clients' financial journeys.
- Qualifications: 4 years in financial planning support, strong communication, and organisational skills.
The predicted salary is between 30000 - 40000 £ per year.
My client, a respected and established Wealth Manager, currently have an opportunity for an experienced Senior Financial Planning Administrator to join their friendly Exeter team.
Key Responsibilities
- Provide end‑to‑end administrative support to one or two Financial Planners
- Prepare pre‑meeting packs, engagement letters and client documentation
- Maintain accurate client records and workflows using Intelligent Office (IO)
- Process new business, fund switches, cash management and platform transactions
- Monitor pipelines and proactively update planners on case progress
- Support Annual Reviews in collaboration with Financial Planners and review teams
- Liaise with product providers, platforms, paraplanners and third parties
- Conduct four‑eye checks and support quality control processes
- Complete AML checks, including client ID recording and electronic verification
- Generate client valuations and assist with invoicing
- Support trust administration and death claims where required
- Act as a subject‑matter expert in specific areas (e.g. trusts, DB pension transfers)
- Assist in mentoring and training trainee/apprentice FP administrators
- Handle client and provider phone queries professionally
Candidate Profile
- Ideally 4 years experience in a Financial Planning support or administration role
- Good all round knowledge of pension and investment products
- Excellent attention to detail and organisational skills
- Strong written and verbal communication skills
- Client‑focused, professional and collaborative approach
- Ability to manage multiple cases and deadlines in a regulated environment
In return my client offers a generous remuneration package, hybrid working (1 - 2 days from home), a friendly working environment and excellent benefits package.
Financial Planning Administrator in Devon employer: Front Row Recruitment
Contact Detail:
Front Row Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Administrator in Devon
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance world, especially those who work in wealth management. A friendly chat can lead to insider info about job openings that aren't even advertised yet.
✨Tip Number 2
Prepare for interviews by researching the company and its culture. We want you to show them you're not just a fit for the role, but also for their team. Tailor your answers to reflect their values and how you can contribute.
✨Tip Number 3
Practice makes perfect! Do mock interviews with friends or family to get comfortable with common questions. This will help you articulate your experience in financial planning and administration confidently.
✨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 Planning Administrator in Devon
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Financial Planning Administrator role. Highlight your relevant experience, especially in financial planning support and administration, and don’t forget to showcase your attention to detail and organisational skills.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the team. Mention your experience with pension and investment products, and how you can contribute to the friendly environment at our Exeter office.
Showcase Your Communication Skills: Since strong written and verbal communication skills are key, make sure your application reflects this. Use clear and concise language, and don’t hesitate to demonstrate your client-focused approach in your examples.
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Front Row Recruitment
✨Know Your Stuff
Make sure you brush up on your knowledge of pension and investment products. Being able to discuss these confidently will show that you're not just a candidate, but a potential asset to the team.
✨Showcase Your Organisational Skills
Prepare examples of how you've managed multiple cases or deadlines in previous roles. This will demonstrate your ability to thrive in a regulated environment, which is crucial for this position.
✨Practice Your Communication
Since strong written and verbal communication skills are key, consider practising common interview questions with a friend. This will help you articulate your thoughts clearly and professionally during the interview.
✨Be Client-Focused
Think about how you can convey your client-focused approach. Share specific instances where you've gone above and beyond for clients, as this will resonate well with the interviewers looking for a collaborative team member.