Financial Services Administrator

Job Title: Financial Services Administrator
Location: Devon
Salary: £30,000 to £32,000
Hours of Work: Monday to Friday, 9 am–5 pm
Type: Permanent, Full-time

We are seeking an experienced Administrator to support a successful financial services practice. This role is ideal for someone with prior experience in a professional office environment who thrives in a role that combines client liaison with administrative precision. You’ll join a professional team where attention to detail and client service are valued above all else.

Key Responsibilities:

· Provide administrative support to advisers and the wider team
· Maintain accurate client and investment records
· Liaise with providers to obtain information and process transactions
· Prepare and manage documentation for client meetings
· Respond to client queries promptly and professionally

Experience & Skills:

· At least one year of experience in financial services administration
· Excellent written and verbal communication skills
· Strong organisational skills and attention to detail

Desirable:

· Familiarity with investment or pension products
· Experience handling confidential client information
· Ability to work to deadlines in a regulated environment

What’s on Offer:

· Competitive salary plus pension
· Generous annual leave increasing with service
· City centre parking permit provided

About the Client:

Our client is a long-standing, well-regarded financial services business with a loyal client base and a reputation for delivering quality advice. They offer a supportive, professional working environment with opportunities for long-term career development.

Next Steps:

Please apply for this Administrator – Financial Services position through this advert or contact Chloe in our Commercial team on (phone number removed).

If you do not hear back within 7 days, your application may not have been successful, but we will keep your details for suitable future roles.

About Regional Recruitment Services – Leicester

This vacancy is advertised by Regional Recruitment Services Ltd, an award-winning independent recruitment agency established in 2008. We recruit across Commercial, Construction, Industrial and Engineering sectors. Visit (url removed) for more roles nationwide.