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Financial Services Administrator

Location: Exeter, UK
Salary: Competitive
Ref: DO OFF 6721
Date posted: 1st June 2021
Closing date: 1st July 2021

This is an excellent opportunity for a Financial Services Administrator / IFA Administrator to join a successful business based in Exeter city centre. Reporting to the Head of Financial Planning, the main purpose of the role is to support Financial Planners to meet business targets, ensure the filing system is kept accurate, compliant and up-to-date, and provide a high level of service to clients. The successful candidate will work well in a team, have excellent organisational skills as well as previous experience of working in financial services administration.

This is a full-time, permanent role, working 5 days per week. Flexible working is available, including a combination of working from home and in the office.


Our client offers a range of great benefits including, 25 days annual leave plus bank holidays, a pension, and a competitive salary. If you have the relevant skills and experience, please apply via our website.


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!

Please note that due to the volume of applications that we deal with, if you haven’t received a response within 3 days of your application, then unfortunately on this occasion you won’t have been successful.


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.


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Dani Osborne

Recruitment Manager - HR, Marketing and Senior Office
01392 413577

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