Financial Services Administrator

MB Fitzgerald are working with a market leading Financial Planning & Investment Management business who are looking to recruit an additional Financial Services Administrator to join their team. The role will be based out of their offices in the centre of Exeter; it will involve supporting the firms Senior Administrators, Financial Advisers & clients.

This role would suit an individual that has previously worked within a professional environment (ideally Financial Services) that is looking for a new challenge and the opportunity to start a long-term career.

The role will involve:

  • updating/maintaining client information on the internal system
  • speaking with clients and third parties
  • assist with onboarding new clients etc
  • Work with internal colleagues to ensure clients receive a high level of service

This is a fantastic opportunity to join a friendly & supportive environment where you will be provided with first class training. You will work closely with the team leader & manager who will provide you with ongoing guidance and support, the client will support you to take market exams and there will be opportunities to progress within the team.

They are offering a good basic salary to £24,000 plus bonus and excellent company benefits.