Financial Adviser jobs in Tiverton
- Cathedral AppointmentsExeter
- Free parking
- On-site parking
- Minimum of 3 years’ experience in a financial planning or wealth management environment.
- Working closely with advisers, paraplanners, and investment teams, this…
- Cathedral AppointmentsChudleigh
- Free parking
- On-site parking
- Support financial advisers with administration, research and recommendations to support client advice.
- Act as main point of contact for clients, handling…
- QuilterExeter
- Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new…
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- Open Vision FinanceTaunton TA1 2LR
- Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
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Paraplanner/IFA Report Writer
Often replies in 1 dayMedical & General Independent Financial Advisers...Ottery Saint Mary- Employee discount
- Life insurance
- Employee assistance programme
- Free parking
- Store discount
- Company pension
- Working with the adviser, you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial suitability…
Financial Services/IFA Administrator
Often replies in 1 dayMedical & General Independent Financial Advisers...Ottery Saint Mary- Employee discount
- Life insurance
- Employee assistance programme
- Free parking
- Store discount
- Company pension
- General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.
- P1 Investment ServicesExeter
- Annual leave
- Life insurance
- Free parking
- Company pension
- On-site gym
- On-site parking
- Confidence communicating with financial advisers and other professional contacts.
- Provide first-line support to financial advisers using the P1 Platform.
Estate Planning Consultant
Urgently needed1st Line Future PlanningUnited Kingdom2 hires made in past 30 daysTop-rated employer- Introduce clients, where appropriate, to our trusted IFA and Solicitor partners for specialist regulated financial advice or reserved legal services.
View similar jobs with this employerFrancis Clark LLPTaunton TA1 2PX- Company pension
- Paid volunteer time
- Cycle to work scheme
- Car scheme
- Expert led webinars on mental, physical and financial wellbeing.
- Shape and sense-check financial planning strategies, including more complex cases.
- PrydisExeter
- Sick pay
- Free parking
- Company pension
- On-site gym
- Company events
- Cycle to work scheme
- Assistance with onboarding new advisers.
- Preparing annual reviews for advisers.
- Phoning providers, advisers and clients to gather information.
- PrydisExeter
- Sick pay
- Free parking
- Company pension
- On-site gym
- Company events
- Cycle to work scheme
- Assistance with onboarding new advisers.
- Preparing annual reviews for advisers.
- Phoning providers, advisers and clients to gather information.
- Capio RecruitmentExeter
- Free or subsidised travel
- Life insurance
- Additional leave
- Company pension
- Company events
- Work from home
- Key understanding on a full range of financial products.
- The role itself will be working within the successful, close-knit financial planning team who focus on…
- Hays RecruitmentExeter EX2 5WS
- Annual leave
- Free parking
- Company pension
- On-site parking
- Provide administrative support to the firm's advisers and the Practice Manager.
- Make appointments in advisers' diaries and assist in preparation of files for…
View similar jobs with this employerBenefact GroupTaunton- Working hours: 35 hours per week, Monday to Friday.
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- Partnership RecruitmentHeavitree EX1 1TS
- Full Leads provided from multiple estate agencies.
- Financial support options build around you.
- Fast and reliable commission payments.
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- Old MillExeter
- Liaising with clients, HMRC and other professional advisers with clarity and confidence.
- This is a fantastic opportunity to work on a wide variety of…
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Financial Services Administrator
Job details
Pay
Job type
Benefits
Full job description
£28k - £35k DOE | Onsite | Exeter
An established and award-winning financial services firm, based in Exeter, is seeking a motivated and professional Financial Services Administrator to join its growing team. The company takes pride in offering clients a bespoke, highly personalised service across investments, pensions, and tax planning, delivered with integrity and efficiency.
The Role
This is a permanent, full-time position where the successful candidate will play a pivotal role in supporting the client journey from initial contact through to ongoing service delivery. Working closely with advisers, paraplanners, and investment teams, this individual will ensure high standards of client care, accuracy, and operational excellence.
Responsibilities for the Financial Services Administrator include:
- Provide administrative support across the advice and investment process.
- Liaise with providers and clients via telephone, email, letter, and face-to-face contact.
- Organise and manage administration tasks, ensuring deadlines are met and records remain compliant.
- Support client meetings with preparation, documentation, and client care.
Requirements for the Financial Services Administrator include:
- Minimum of 3 years’ experience in a financial planning or wealth management environment.
- Strong organisational skills with high attention to detail and accuracy.
- Excellent communication skills, both written and verbal, with strong IT proficiency.
- A proactive, ethical, and team-oriented approach with the ability to work independently.
Benefits:
- Competitive salary up to £35,000 DOE.
- 25 days holiday plus Bank Holidays and your birthday off
- Professional development opportunities, including support with qualifications.
- Collaborative and supportive team environment.
- Opportunity to develop into specialist areas as the firm continues to grow.
- Free onsite parking.
If you are an experienced financial services administrator looking to join a forward-thinking firm where you can truly add value and grow your career, we would love to hear from you. Apply today to find out more.
Note on Sponsorship: We regret to inform you that at this time, we are unable to offer sponsorship for work authorisation for this role. Therefore, candidates must possess valid authorisation to work in the UK without requiring visa sponsorship.
Recruitment Consultant: Charlotte Coke
Ref: 11217 / INDOFFICE
Pay: Up to £35,000.00 per year
Work Location: In person