Financial Services Administrator

FNZ; Exeter; Hybrid; GBP 25,000 - 28,000; Full time

Job summary

A financial services provider is seeking an organized and detail-driven Administrative Assistant to support a team of Financial Advisers. The role involves full administrative support, monitoring workflows, and liaising with financial providers. Ideal candidates will have experience in financial services administration, excellent communication skills, and a reliable team-focused approach. The position offers a salary between £25,000 and £28,000, hybrid working, and benefits including a private medical insurance and 25 days holiday.

Benefits

Private Medical Insurance

Group Protection Scheme

25 days holiday plus 8 bank holidays

Free on-site parking

Qualifications

• Previous experience within financial services administration or IFA support is highly desirable.
• Strong administrative skills with excellent attention to detail.
• Good working knowledge of Microsoft Office.

Responsibilities

• Providing full administrative and processing support to Financial Advisers.
• Submitting new business across pensions, investments, and protection products.
• Monitoring workflow and progressing cases through to completion.

Skills

Strong administrative skills

Confident written and verbal communication

Good working knowledge of Microsoft Office

Attention to detail

Proactive team-focused approach

Tools

Intelligent Office (Intelliflow)

Job description

Overview

This is a busy, back‑office support role providing full administrative assistance to a team of Financial Advisers based in Bristol. The successful applicant will be highly organised, detail‑driven and comfortable managing a high volume of work in a fast‑paced financial services environment.

Responsibilities

• Providing full administrative and processing support to three Financial Advisers.
• Submitting new business across pensions, investments and protection products.
• Liaising with major financial providers including Aviva, Prudential, Fidelity and Scottish Widows.
• Monitoring workflow and progressing cases through to completion.
• Chasing outstanding documentation and provider requirements.
• Maintaining accurate records in line with compliance procedures.

Qualifications

• Previous experience within financial services administration or IFA support (highly desirable).
• Strong administrative skills with excellent attention to detail.
• Confident written and verbal communication skills.
• Good working knowledge of Microsoft Office.
• Experience using Intelligent Office (Intelliflow) would be advantageous.
• A proactive, reliable and team‑focused approach.

Salary & Benefits

• Salary £25,000 – £28,000 depending on experience.
• Hybrid working.
• 25 days holiday plus 8 bank holidays.
• Private Medical Insurance.
• Group Protection Scheme.
• Free on‑site parking.
• Excellent transport links via train and bus.

Contract Details

9‑month Fixed‑Term Contract.