Job Advert

Your career is important – let us help you find the right job opportunity

Client Liaision Administrator

Location: Exeter, UK
Salary: £20000 - £25000
Ref: JH88849
Date posted: 9th June 2020
Closing date: 30th June 2020

An excellent opportunity to join a growing and thriving financial services business in Exeter.  The role will support the Manager while directly assisting the clients that are actively managed within the business.  Previous experience and understanding of financial services or banking administration will be required. 


Introduction/Job Overview:

  • Managing adviser’s diary including phoning clients to book appointments
  • Dealing with client queries – change of address or bank details, income or withdrawal queries
  • Written communication directly with clients via post and email
  • Speaking to providers to chase information or pre sale underwriting queries etc
  • Meeting clients who drop in paperwork
  • Drafting files notes following client telephone calls and saving to the client file
  • Maintaining a central to do list is essential


An excellent opportunity to join and growing and thriving financial services business based in Exeter. 


Closing Date: Please note that we will accept applications up to the closing date, however all suitable candidates will be submitted as soon as received, and the client reserves the right to appoint before the closing date.

If you have the skills and experience stated, please apply NOW!


Disclaimer: Cathedral Appointments Limited acts as an employment agency for permanent recruitment and as an employment business for the supply of temporary workers. By applying for this job, you accept our Privacy Policy which can be found on our website. Please be advised that if unsuccessful for this role we may hold your details on our database for 6 months, during which time you may be contacted for other suitable vacancies. If you do not want us to do this, please contact us.


Keywords: employment agency, employment agency Exeter, employment agency Devon, job agency, job agency Exeter, job agency Devon, job agencies, job agencies Exeter, job agencies Devon, recruitment, recruitment agency, recruitment agencies, recruitment agencies Exeter, recruitment agencies Devon, recruitment consultancy, recruitment Exeter, recruitment Devon, jobs Exeter, jobs Devon, south west jobs, Cornwall jobs, Somerset,


Apply Below Share Facebook Twitter Linked In

Your Contacts

Jo Howell

Recruitment Manager - Accountancy & Financial Services
01392 413577

Apply for this job

Personal Details

Address & Contact Details


Preferred contact method:
What is your notice period?
Select CV file from your computer. PDF or Word format.
Privacy Policy
You are about to register with Cathedral Appointments. During your registration, we will collect and use information about you to make available our services and maintain our relationship with you. Our Privacy Policy explains how we collect and use information about you and the rights you have.
* You will hear from us within 14 days if your application has been successful

About cookies

We use cookies on this site to help improve user experience and deliver services. By using this site you consent to the use of cookies.