Administrator in Exeter

Administrator Independent Financial Adviser

Location:Exeter

Salary:£25,000 – £28,000 per annum (dependent on experience)

Hours:Monday to Friday, 9am – 5pm (1 hour lunch break)

A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees.

This is aback-office processing roleproviding essential support to Financial Advisers who manage diverse client portfolios. The successful candidate will play a key part in ensuring smooth day-to-day operations with minimal direct client contact, focusing instead on technical administrative tasks and liaison with industry providers.

Key Responsibilities

• Providing comprehensive administrative support to Financial Advisers
• Submitting new business applications to financial providers
• Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows)
• Monitoring and managing ongoing workflow to ensure timely completion of tasks
• Maintaining accurate records and managing documentation
• General administrative duties as required

Essential Skills & Experience

• Exceptional attention to detail and strong organisational skills
• Ability to work effectively under pressure and manage competing priorities
• Excellent written and verbal English communication skills
• Proficiency in Microsoft Office applications
• Proven ability to handle a constant flow of work in a fast-paced environment

Desirable but Not Essential

• Previous experience within the financial services industry or a regulated enviroment.
• Knowledge of Intelligent Office (Intelliflo) software

What\’s on Offer

• Competitive salaryof £25,000 – £28,000 depending on experience and qualifications
• Hybrid working arrangementto suit both individual and company needs
• 33 days annual leave(25 days plus 8 Bank Holidays)
• Group Protection Scheme
• Private Medical Insurance
• Free on-site parking
• Opportunities to participate in social and charity events