Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs in Tiverton

Sort by: -
    • Minimum of 3 years’ experience in a financial planning or wealth management environment.
    • Working closely with advisers, paraplanners, and investment teams, this…
    • Support financial advisers with administration, research and recommendations to support client advice.
    • Act as main point of contact for clients, handling…
    • Win new clients through your professional network (accountants, solicitors, corporate advisers) and Quilter referrals, converting enquiries into new…
    • View all Quilter jobs - Exeter jobs
    • Salary Search: Financial Planner salaries in Exeter
    • See popular questions & answers about Quilter
    • Client Consultation: Conduct thorough consultations with clients to understand their financial needs, circumstances, and goals.
    • Working with the adviser, you will discuss the client’s objectives, identifying and obtaining the information necessary to compile the financial suitability…
    • General administration duties including answering the telephone, liaising with clients, dealing with the incoming and outgoing post, scanning documents, etc.
    • Confidence communicating with financial advisers and other professional contacts.
    • Provide first-line support to financial advisers using the P1 Platform.
    • 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 employer
    • Expert led webinars on mental, physical and financial wellbeing.
    • Shape and sense-check financial planning strategies, including more complex cases.
    • Assistance with onboarding new advisers.
    • Preparing annual reviews for advisers.
    • Phoning providers, advisers and clients to gather information.
    • 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…
    • 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 employer
    • Working hours: 35 hours per week, Monday to Friday.
    • Lloyd & Whyte, who are proudly part of Benefact Group, are looking for a Commercial Insurance Adviser to…
    • Full Leads provided from multiple estate agencies.
    • Financial support options build around you.
    • Fast and reliable commission payments.
    • Liaising with clients, HMRC and other professional advisers with clarity and confidence.
    • This is a fantastic opportunity to work on a wide variety of…

People also searched:

financial advisor
financial services administrator
investment
wealth management
financial trainee
Financial Services Administrator
Cathedral Appointments
Exeter
Up to £35,000 a year
Full-time
Apply on company site

Job details

Here’s how the job details align with your profile.

Pay

Up to £35,000 a year

Job type

Full-time

Benefits

Pulled from the full job description
Free parking
On-site parking

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

Let Employers Find YouUpload Your Resume