Administrator – Financial Services

Salary: £25.2 – £30 per hour

A fantastic opportunity has arisen for a Financial Services Administrator to join a well-established and successful company in Exeter.

You will be responsible for maintaining excellent standards of communications with customers, providing administrative support to the firm’s advisers, ensuring that client files and records are up to date, making appointments and maintaining an accurate diary system. You will identify and investigate any anomalies found in the information held on file, produce illustrations, process applications and administer existing business and assist in general office duties such as answering the telephone, reception and post, etc., as required.

KEY COMPETENCIES

• A confident, professional and pragmatic approach to all duties
• Good communication skills both written and verbal
• Excellent numerical skills
• IT skills, use of Microsoft package, principally Word and Excel
• Positive attitude and a willingness to learn more about the system
• Effective team player

The ideal candidate will have previous experience in the Financial Services Industry and, preferably, be familiar with Intelligent Office, Financial Express (Analytics) and other software packages.

PACKAGE:

• Hours of work 9.00 – 17.00 Monday to Friday with an hour for lunch
• Salary £25.2 – £30
• 25 days annual leave as well as 8 annual public holiday dates.
• The firm encourages staff members to further their industry knowledge by writing exams and, as such, they will cover the costs of the examination material and fee for the first sitting of each exam
• Income Protection Cover
• Staff parking at the back of the office

Whilst the position is an administrative one there is a career path which, for the right individual, could see progress into a Paraplanning role and, ultimately, to becoming a Financial Adviser. Evidence of progress in CII examinations (or equivalent) would be an advantage and they offer support for further study.

If you do not have any contact from us within 7 working days please assume that on this occasion unfortunately your application has been unsuccessful, and we invite you to submit your CV for other roles you feel your skills, qualifications and experience match.