Financial Administrator

Jobit; Exeter; On-site; GBP 25,000 - 30,000; Full time

Job description

An exciting opportunity has arisen for a Financial Planning Administrator to join a well-established accountancy firm.

This role can be full-time or part-time, offering excellent benefits and a salary range of £25,000 - £30,000 for a 36.25 hours work week.

As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service.

You will be responsible for:

1. Manage client records using the company's back-office system.
2. Communicate with product providers and internal teams to implement financial advice.
3. Partner with Financial Planners to ensure exceptional service delivery.
4. Maintain compliance with regulatory standards and industry best practices.
5. Contribute to process improvements and quality enhancement initiatives.
6. Build and maintain meaningful relationships with clients.

What we are looking for:

1. Previous experience as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator, or in a similar role.
2. Experience as an administrator in the financial services sector.
3. Background in delivering outstanding client services.
4. Strong attention to detail and excellent communication skills with clients and providers.
5. Skilled with financial planning software and understanding of regulatory requirements.

What's on offer:

1. Competitive salary
2. 25 days plus bank holidays
3. Pension scheme
4. Private medical insurance
5. Death in service benefit
6. Access to health schemes
7. Cycle to work scheme
8. Employee assistance programme
9. Enhanced maternity & paternity leave (after 1 year of service)

Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career.

Important Information: We endeavour to process your personal data in a fair and transparent manner.

In applying for this role, please refer to additional application instructions provided by the employer.