Financial Services Administrator - Client Care & Growth

Cathedral Appointments | B Corp™; Exeter; On-site; GBP 32,000 - 39,000; Full time

Benefits offered by this job

25 days holiday + Bank Holidays + your

Birthday off

Free onsite parking

Job summary

Cathedral Appointments | B Corp™ in Exeter is seeking a Financial Services Administrator to support advisers, paraplanners, and investment teams, ensuring accuracy and compliance throughout the client journey.

This permanent, full-time role offers development opportunities, a competitive salary up to £35,000 DOE, and benefits including 25 days holiday, birthday off, and free onsite parking. You will liaise with clients via multiple channels and help prepare documentation for meetings.

Qualifications

• Minimum of 3 years' experience in a financial planning or wealth management environment.
• Strong organisational skills with high attention to detail and accuracy.
• Excellent communication skills, both written and verbal, with strong IT proficiency.
• A proactive, ethical, and team-oriented approach with the ability to work independently.

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

Communication skills

IT proficiency

Teamwork

Independent working

Job description

Cathedral Appointments | B Corp™ in Exeter is seeking a Financial Services Administrator to support advisers, paraplanners, and investment teams, ensuring accuracy and compliance throughout the client journey.

This permanent, full-time role offers development opportunities, a competitive salary up to £35,000 DOE, and benefits including 25 days holiday, birthday off, and free onsite parking. You will liaise with clients via multiple channels and help prepare documentation for meetings.