Exeter Onsite Financial Services Administrator — Growth

Cathedral Appointments Ltd; Exeter; On-site; GBP 28,000 - 35,000; Full time

Benefits offered by this job

Competitive salary

25 days holiday + BH + birthday off

Professional development

Free onsite parking

Job summary

Cathedral Appointments Ltd in Exeter is seeking a motivated Financial Services Administrator to join its established team. This permanent, full-time role supports client journeys from initial contact through ongoing service delivery, working closely with advisers, paraplanners and investment teams to maintain high standards of care and accuracy.

The position offers a competitive salary up to £35,000 DOE, 25 days holiday plus Bank Holidays and your birthday off, on-site parking and opportunities

Qualifications

• Minimum of 3 years’ experience in a financial planning or wealth management environment.
• Excellent written and verbal communication skills.
• Strong organisational skills with high attention to detail and accuracy.
• Ability to work independently as well as in a team.

Responsibilities

• Provide administrative support across the advice and investment process.
• Liaise with providers and clients via telephone, email, letter, and face-to-face contact.
• Organise and manage administration tasks, ensuring deadlines are met and records remain compliant.
• Support client meetings with preparation, documentation, and client care.

Skills

Organisational skills

Attention to detail

Communication skills

Team collaboration

Job description

Cathedral Appointments Ltd in Exeter is seeking a motivated Financial Services Administrator to join its established team. This permanent, full-time role supports client journeys from initial contact through ongoing service delivery, working closely with advisers, paraplanners and investment teams to maintain high standards of care and accuracy.

The position offers a competitive salary up to £35,000 DOE, 25 days holiday plus Bank Holidays and your birthday off, on-site parking and opportunities