Financial Services Officer

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

An established and award-winning financial services firm, based in Exeter, is seeking a motivated and professional Financial Services Administrator to join its growing team. The company takes pride in offering clients a bespoke, highly personalised service across investments, pensions, and tax planning, delivered with integrity and efficiency.

The Role

This is a permanent, full-time position where the successful candidate will play a pivotal role in supporting the client journey from initial contact through to ongoing service delivery. Working closely with advisers, paraplanners, and investment teams, this individual will ensure high standards of client care, accuracy, and operational excellence.

Responsibilities for the Financial Services Administrator include:

• 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.

Requirements for the Financial Services Administrator include:

• 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.
• Competitive salary up to £35,000 DOE.
• 25 days holiday plus Bank Holidays and your birthday off
• Professional development opportunities, including support with qualifications.
• Collaborative and supportive team environment.
• Opportunity to develop into specialist areas as the firm continues to grow.
• Free onsite parking.

If you are an experienced financial services administrator looking to join a forward-thinking firm where you can truly add value and grow your career, we would love to hear from you.

Note on Sponsorship:

We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.