_{05th December, 2025}

Administrator – Independent Financial Adviser
Location: Exeter 
Salary: £25,000 - £28,000 per annum (dependent on experience)
Hours: Monday to Friday, 9am - 5pm (1 hour lunch break)
Contract Type: Permanent
Start Date: Immediate

 A well-established, independent financial advice firm in Exeter is seeking an experienced Administrator to join their friendly and professional team of 12 employees.

This is a back-office processing role providing essential support to Financial Advisers who manage diverse client portfolios. The successful candidate will play a key part in ensuring smooth day-to-day operations with minimal direct client contact, focusing instead on technical administrative tasks and liaison with industry providers.

Key Responsibilities

• Providing comprehensive administrative support to  Financial Advisers
• Submitting new business applications to financial providers
• Communicating with investment and insurance companies (e.g., Aviva, Prudential, Fidelity, Scottish Widows)
• Monitoring and managing ongoing workflow to ensure timely completion of tasks
• Maintaining accurate records and managing documentation
• General administrative duties as required

Essential Skills & Experience

• Exceptional attention to detail and strong organisational skills
• Ability to work effectively under pressure and manage competing priorities
• Excellent written and verbal English communication skills
• Proficiency in Microsoft Office applications
• Proven ability to handle a constant flow of work in a fast-paced environment

Desirable but Not Essential

• Previous experience within the financial services industry
• Knowledge of Intelligent Office (Intelliflo) software

What's on Offer

• Competitive salary of £25,000 - £28,000 depending on experience and qualifications
• Hybrid working arrangement to suit both individual and company needs
• 33 days annual leave (25 days plus 8 Bank Holidays)
• Group Protection Scheme
• Private Medical Insurance
• Free on-site parking
• Opportunities to participate in social and charity events

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