Financial Services Administrator

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 (phone number removed) or email at (url removed).