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Financial Services Administrator - Graduate

Job description

We are working on an excellent opportunity for a Financial services administrator to join a growing financial planning firm in with offices in Exeter. In this role you will play a key part in delivering high quality advice and financial planning solutions to the clients and supporting your fellow paraplanning and financial planning team.

The ideal candidate will:

  • Experience of working within an Administrator role/or be a recent graduate looking for an opportunity to enter the financial planning profession
  • Experience of both pre and post sales administration

Your role will include but will not be limited to:

  • Ensure client correspondence is written in a timely and efficient manner
  • Check of file to maintain good order and scan, as required
  • To ensure accuracy with maintaining client data in both hard-copy and on the database
  • To maintain comprehensive files and filing systems in accordance with GDPR specifications
  • To ensure that tasks and work-flow are kept up to date in accordance with Company procedures
  • Processing letters of authority
  • Request quotations on-line through various provider systems
  • Liaison with insurers and third parties
  • Process switches
  • Process business from proposal to policy document stage
  • Request investment valuations
  • Provision of generic information to clients

This is a hybrid opportunity which will see you working from the office 2/3 times a week and the rest from home once you pass probation. A career path with be mapped out should you wish to develop and progress your career!

Benefits include:

  • 4x DIS after 6 months
  • 4% employer pension contribution, increasing to 5% in 2023
  • 25 days holiday, increasing by 1 day every 2 years up to 30

For further information on this administration role in Exeter please click apply!

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