Financial Planning Administrator

  • Location

    Exeter, Devon

  • Sector:

    Finance & Accountancy

  • Job type:


  • Salary:


  • Contact:

    Margaret Rendle

  • Contact email:

  • Job ref:


  • Published:

    6 months ago

  • Duration:


  • Expiry date:


  • Startdate:


  • Consultant:


Financial Planning Administrator Exeter Competitive Salary

Do you have Previous experience within an IFA practice or may be experience working for a product provider, either in investments, insurance or banking? May be you are looking to carve a career within Financial services and have good accuracy and good attention to detail skills along with the ability to communicate effectively with clients? If the answer is yes then this may be the next step in your career ?

This Financial Planning Administrator role is working for a well established and forward thinking Financial services company. Their friendly and attractive offices are based in Exeter. If you are keen to know more call Mags for a full Job description and to discuss the role.


To support the financial planners both in terms of new business and offering a high level of ongoing service Support to them, to meet business targets. You will be acting as day-to-day point of contact for client service to resolve administrative issues, whilst managing financial planners' diaries by booking meetings. You will help financial planners prepare for meetings and assist Para planners to conduct product and investment research.

If you have GCSE passes grade C or above in English Language and Mathematics or equivalent, and ideally have A levels and possibly a CII Award in Financial Administration (or equivalent) call Mags to discuss


8.45am - 5pm Monday to Friday, with one-hour lunch

25 days annual leave plus 8 days bank holiday leave, increasing with length of service.

To apply, or to find out more information, please click on one of the "apply" buttons

Please note that due to a high level of applications, we can only respond immediately to applicants whose skills & qualifications are suitable for this position.

Meridian Business Support is acting on behalf of our Client as a Recruitment Agency.