Location: Exeter
Job Type: Permanent
Salary: £20,000 - £28,000
Consultant's Branch: Exeter
Reference: ADMINSHIP
Contact Name: Shannon McMahon
Expiry Date: 2022-05-29


Location: Science Park, EX5
Assignment: Permanent contract
Hours: Monday to Friday 08:45am – 17:30pm
Pay: £20,000 - £28,000 per annum DOE

The successful candidate will be joining and independently run, high qualified financial planning and management company providing administration support to the Directors and Para-Planners.

Our client is open to candidates from all levels of experience, whether that is limited experience in administration or highly qualified.

Duties as an Administrator:

  • Promoting the company in a good light
  • Remain customer service focused at all times
  • Ensuring empathy with customers’ needs at all times
  • Deliver what customers a personalized and high-quality service
  • Familiarize yourself with each client’s personal circumstance in order to provide a personalized service
  • Oversee and manage workflow between the adviser, para-planner and client
  • Type up client meeting minutes
  • Obtain information from providers on clients existing financial arrangements and prepare client valuations
  • Inputting client information onto back office system
  • First point of contact for customer queries
  • Scanning of documents in line with company procedures
  • Day to day administration duties as requested

About you:

  • Previous administration experience is desired
  • Knowledge of Microsoft packages
  • IT literate
  • Excellent customer service skills
  • Excellent written and verbal communication skills

To apply for this Administrator role, please submit your CV via the Apply Now button or contact our Exeter office on 01392 273665 for more information.

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