Financial Planning Administrator

We are working with a highly regarded, independent Chartered Financial Planning firm in Exeter who are looking to appoint a Financial Planning Administrator to join their friendly and growing team.

This is a fantastic opportunity to join a boutique business that prides itself on its welcoming culture, supportive environment and genuinely client-focused approach. The team is known for being collaborative, approachable and committed to delivering a high standard of service while maintaining a positive and enjoyable workplace.

This role would suit someone with previous experience in financial planning or financial services administration, with strong organisational skills, attention to detail and a desire to build a long-term career within financial planning.

Full training and development will be provided, along with support towards professional qualifications.

Key responsibilities:

• Providing administrative support to financial planners and paraplanners
• Managing client documentation and maintaining accurate records
• Assisting with the preparation of client meeting packs and reports
• Liaising with providers and clients to ensure smooth processing of business
• Supporting the wider team with day-to-day administrative tasks

About you:

• Experience with in financial services administration or financial planning is desirable
• Alternatively, strong professional experience in an office-based environment
• Excellent communication and organisational skills
• High level of accuracy and attention to detail
• A proactive and positive attitude with a willingness to learn

Package:

• Salary up to £34,000 (dependent on experience and qualifications)
• Hybrid working – 3 days in the office / 2 days from home
• Income protection cover
• Full exam support and clear career progression opportunities

This is an excellent opportunity to join a supportive, close-knit team within a highly respected boutique firm where you can genuinely develop and progress your career.