Administrator Financial Services - Exeter
Providing comprehensive administrative support to Financial AdvisersSubmitting new business applications to financial providersGood benefits packageAdministrator - 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)Contract Type: PermanentStart Date: Immediate 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 roles provides 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 AdvisersSubmitting new business applications to financial providersCommunicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows)Monitoring and managing ongoing workflow to ensure timely completion of tasksMaintaining accurate records and managing documentationGeneral administrative duties as required Essential Skills and Experience Exceptional attention to detail and strong organisational skillsAbility to work effectively under pressure and manage competing prioritiesExcellent written and verbal English communication ..... full job details .....
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