Financial Services Administrator (2461)

Ref: 2461
Sorry, this advert is now closed. Click here to view our live vacancies.

Our client, a forward-thinking Financial Advisory firm is seeking a Financial Services Administrator to join their team based in Torquay on a full-time, permanent basis.

Your role will be based around providing administrative support to Managing Directors/IFA’s, and you will be a primary contact point for the Financial Services business.

This role is primarily office based with one day a week working from home, working hour 09:00am to 17:00pm.

Your responsibilities include:

  • Typing correspondence, forms, and documents on behalf of the Managing Director/IFA’s
  • Checking work for typographical and grammatical errors
  • Ensure all client matter details are recorded, updated, and completed in full on the firm’s databases
  • Dealing with telephone calls and recording messages for team members
  • Producing quotations, illustrations, research, and reviews at the request of the Managing Director/IFA’s
  • Contacting clients or team members upon instruction


  • Ideally you will have prior Financial Services, Insurance, Banking, Business Services etc
  • You will be an excellent communicator and able to deliver impeccable client service
  • You will possess a thorough understanding of Financial Services products and procedures
  • You will have knowledge of the local market
  • You will be enthusiastic, committed and motivated to team success and growth

The Benefits:

  • 25 days holiday plus bank holidays
  • Access to a Company Pension Scheme
  • Access to Private Medical Insurance
  • Christmas shutdown - no holiday needed
  • Parking
  • Group Critical Insurance and Group Income Protection
  • Employee Assistance Programme
  • DIS x 4

Ref: 10289

Recruitment Consultant: Joanne Howell