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Dani at 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 for a confidential discussion on or email at