Financial Services Administrator

TITLE: Financial Services Administrator

LOCATION: Exeter

SALARY: £27,000 - £33,000 per annum DOE

BENEFITS: 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 opportunities

HOURS: Monday to Friday 9.00am - 5.00pm

THE 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 standards.
• Administration: Providing general administrative support to ensure smooth day-to-day operations.

Key Skills & Qualifications

• Technical Skills: Experience using CRM systems (Salesforce desirable) and strong Microsoft 365 skills.
• Soft Skills: Excellent organisation, communication, and time management skills.
• Attention to Detail: High level of accuracy and consistency in all work.
• Experience: Previous experience within financial services is essential.
• Working Style: Ability to manage a busy workload, prioritise effectively, and remain calm under pressure.

How to Apply:

If you're excited about this opportunity and believe you'd be a great fit, we want to hear from you! Please apply online, send your CV to (url removed)

Office Angels is an employment agency and business. We are an equal-opportunities employer who puts expertise, energy and enthusiasm into improving everyone's chance of being part of the workplace. We respect and appreciate people of all ethnicities, generations, religious beliefs, sexual orientations, gender identities, abilities and more. By showcasing talents, skills and unique experiences in an inclusive environment, we help individuals thrive. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Office Angels. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.