Financial Planning Administrator

Exeter, UK
Closing date
11 Feb 2021

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Contract Type

Job Details

Job Title: Financial Planning Administrator

Location: Exeter

Salary: £22,000 - £26,000

The Company:

A well-respected Financial Planning firm based in Exeter with a strong reputation across the South West of England are looking for an experienced administrator to come and join their growing Exeter office.

This firm provides advice across Pensions, Investments, IHT and Wealth management and have grown consistently over the last few years. They are a forward-thinking firm that embrace technology and pride themselves on the technical knowledge that their team provides, along with the high-levels of customer service.

The Role:

This role would involve working within the back-office function of the firm handling new business, valuations, contacting providers, dealing with clients and training new starters / overseeing the more junior members within the team

This role would require collaboration with the paraplanning team and would suit someone who has strong experience of working within a Financial Planning/Wealth Management environment and an interest in this area.

There is also healthy benefits package and exam support available within this position.

The Required Skills:
  • Experience of working within a Financial Planning Firm is essential
  • Experience of working in a senior/managerial position would be advantageous.
  • Financial Services Qualifications such as progress towards Level 4 Diploma would be highly desirable, as well as a good knowledge about the workings of the FCA.

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