Financial Planning Admin Specialist | Hybrid Work & Career Growth

Confidential; Devon and Torbay; Hybrid; GBP 28,000 - 34,000; Full time

Benefits offered by this job

Discretionary bonus

Group Income Protection

Group Life Assurance

Pension

Hybrid working

Career progression opportunities

Job summary

Confidential, located in Exeter, is seeking an Administrator to join a leading financial planning team. You will provide admin support to Senior IFA Administrators, Paraplanners and Financial Advisers, helping ensure smooth client service and processes.

The role offers on-the-job training, opportunities for career progression and a hybrid working pattern (3 days in the Exeter office, 2 days from home). A professional, articulate candidate with strong communication and organisational skills will

Qualifications

• Experience in financial planning, IFA, wealth management or similar environments.
• Degree in a relevant subject is preferred.
• Professional and well-presented with excellent communication skills.
• Strong organisation and attention to detail, and ability to work well in a team.

Responsibilities

• Provide high-quality administrative support to Senior IFA Administrators, Paraplanners and Financial Advisers.
• Assist with the financial planning process and client-facing tasks.
• Receive on-the-job training and support to develop a long-term career in financial services.

Skills

Communication skills

Organisational skills

Team player

Education

Degree in a relevant subject

Job description

Confidential, located in Exeter, is seeking an Administrator to join a leading financial planning team. You will provide admin support to Senior IFA Administrators, Paraplanners and Financial Advisers, helping ensure smooth client service and processes.

The role offers on-the-job training, opportunities for career progression and a hybrid working pattern (3 days in the Exeter office, 2 days from home). A professional, articulate candidate with strong communication and organisational skills will