Financial Services Administrator - Hybrid Working

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

Job summary

A reputable financial planning firm in Exeter is seeking an experienced Administrator to support Financial Advisers. The role involves providing administrative services, submitting business across various financial products, and liaising with key providers. Ideal candidates will have a strong administrative background, good knowledge of Microsoft Office, and experience within financial services. The firm offers a salary of £25,000 – £28,000, hybrid working, and benefits including private medical insurance and generous holiday package.

Benefits

Private Medical Insurance

Group Protection Scheme

Free on-site parking

Excellent transport links

25 days holiday plus 8 bank holidays

Qualifications

• Previous experience within financial services administration or IFA support is highly desirable.
• Must have strong administrative skills and excellent attention to detail.
• Confident communication skills are required, both written and verbal.

Responsibilities

• Provide administrative support to Financial Advisers.
• Submit new business across pensions, investments, and protection products.
• Liaise with major financial providers.

Skills

Strong administrative skills

Excellent attention to detail

Confident written and verbal communication

Good knowledge of Microsoft Office

Experience in financial services administration

Proactive and team-focused approach

Tools

Intelligent Office (Intelliflo)

Job description

An established and highly respected Independent Financial Planning firm based in Exeter is seeking an experienced Administrator to join its friendly and professional team.

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

Key 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

Ideally you will have

• 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 (Intelliflo) would be advantageous
• A proactive, reliable and team‑focused approach

Package & Benefits

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

This is an excellent opportunity to join a well‑established firm offering long‑term stability, a friendly working environment.