Financial Services Administrator

TITLE: Financial Services AdministratorLOCATION: ExeterSALARY: 27,000 - 33,000 per annum DOEBENEFITS: Excellent benefits package including 25 days holiday plus Bank Holidays, 8% employer pension contribution, enhanced sick pay, death in service, cycle to work scheme, and full study support and professional development opportunitiesHOURS: Monday to Friday 9.00am - 5.00pmTHE COMPANY: Our client, a well-established and growing financial services organisation, is looking to appoint a motivated Financial Services Administrator to join their friendly and professional operations team. This is a fast-paced, client-focused environment where you will play a key role in supporting advisers and ensuring a high-quality client experience. You will be part of a collaborative team with excellent opportunities for development and progression.DUTIES INCLUDE:Client Servicing: Managing ongoing client servicing tasks, review cycles, and follow-up activities for an allocated client segment.Adviser Support: Supporting Financial Advisers with meeting preparation, case management, and client communications.Client Communication: Responding to client queries via email and telephone in a timely and professional manner.Record Management: Maintaining accurate and up-to-date client records within CRM systems (Salesforce).Onboarding Support: Assisting with new client onboarding and ongoing servicing processes.Compliance: Ensuring all activities meet regulatory and internal compliance ..... full job details .....