Hybrid Financial Planning Admin Specialist

Old Mill Group; Exeter; Hybrid; GBP 30,000 - GBP 40,000; Full time

Job summary

A leading financial services firm in Exeter is looking for an experienced Administrator to join their dynamic Financial Planning Team. The role involves managing client records, preparing documentation for meetings, and ensuring compliance with regulations. Ideal candidates will have a strong background in financial services, excellent attention to detail, and strong organisational skills. With opportunities for professional development and a supportive work culture, this is a chance to make a real impact in a collaborative team.

Benefits

Generous Holiday Allowance

Birthday Off

Flexible Working

Employee Assistance Programme

Ongoing Professional Development

Perks and Discounts

Pension Scheme

Qualifications

• Proven experience in financial services, particularly in financial planning or investment management.
• Excellent attention to detail and ability to spot errors.
• Strong organisational skills and capability to meet tight deadlines.
• Comfortable communicating with clients.
• Proficient in using office systems and software for data management.

Responsibilities

• Manage and maintain accurate client records using back-office systems.
• Prepare documents and reports for client meetings.
• Ensure compliance with financial regulations through accurate data handling.
• Act as a first point of contact for clients, providing professional communication.

Skills

Financial services administration

Attention to detail

Organisational skills

Communication skills

Proficiency in office systems

Job description

A leading financial services firm in Exeter is looking for an experienced Administrator to join their dynamic Financial Planning Team. The role involves managing client records, preparing documentation for meetings, and ensuring compliance with regulations. Ideal candidates will have a strong background in financial services, excellent attention to detail, and strong organisational skills. With opportunities for professional development and a supportive work culture, this is a chance to make a real impact in a collaborative team.