Dani at Avocet Commercial Careers is pleased to present an exceptional opportunity for a detail-oriented Financial Services Administrator to join a thriving specialist financial advisory practice.
Opportunity Overview
An exciting position has emerged for a skilled Administrator to support a growing financial services team in a charming town in East Devon. This role offers excellent benefits, professional development opportunities, and the chance to build a rewarding career in the financial sector.
About the Client
Our client is a distinguished financial advisory practice specialising in providing bespoke financial planning services to professionals in specialised sectors. With a reputation for excellence and a commitment to delivering personalised service, the firm prides itself on making complex financial matters accessible and manageable for their valued clients.
About the Role
We are seeking a meticulous and client-focused Financial Services Administrator to join our expanding team. This position offers a comprehensive introduction to the financial services industry with excellent prospects for growth and development.
Financial Services Administrator Responsibilities
- Deliver exceptional administrative support to financial advisers and the wider team
- Process new business applications through internal systems and provider portals
- Manage client communications including telephone enquiries and correspondence
- Prepare letters of authority and request policy information from providers
- Create and maintain comprehensive client files in accordance with regulatory standards
- Support compliance procedures and ensure adherence to industry regulations
- Draft professional correspondence, letters, and reports
- Coordinate office facilities and maintain day-to-day operations
- Contribute to the continuous improvement of administrative processes
Financial Services Administrator Requirements
- Previous administrative experience, ideally within financial services
- Excellent attention to detail and organisational abilities
- Strong written and verbal communication skills
- Ability to maintain confidentiality and handle sensitive information
- Proficiency in Microsoft Office applications
- Capacity to prioritise effectively and manage competing demands
- Professional telephone manner and client service orientation
- Adaptability and willingness to develop new skills
- Commitment to maintaining regulatory standards
Benefits
- Competitive salary dependent on experience
- Enhanced employer pension contributions
- Comprehensive life assurance (3x annual salary)
- Group income protection scheme
- Plus so much more!
The Ideal Candidate
The perfect candidate will be a proactive self-starter with exceptional organisational skills and a genuine interest in financial services. You will thrive in a client-focused environment where attention to detail and professional communication are paramount. A commitment to continuous learning and professional development will be highly valued.
This role presents an outstanding opportunity to build a fulfilling career with a forward-thinking financial advisory practice.
Interested in this exceptional opportunity? Contact Dani at Avocet Commercial Careers for a confidential discussion on 01392 642073 or email at dani@avocetcommercial.co.uk.