Job Description

Brook Street are working with an award-winning, specialist Financial Planners, based in Exeter. Our client are looking to add to their busy office with an experienced Client Administrator. The ideal candidate will have 4-5 years experience (minimum) working in a busy IFA/Chartered Financial Planners.

This role is permanent, working full time, Monday to Friday, 9-5 at their offices.

Key Responsibilities

• Manage the client journey from initial contact to new business processing

• Support financial advisers and investment teams with administrative tasks

• Liaise with providers via telephone, email, and letter

• Communicate effectively with clients by phone, email, letter, and face-to-face

• Handle client queries where possible and escalate when necessary

• Book appointments and perform general PA duties

• Prepare meeting rooms, greet clients, and offer refreshments

• Organise and prioritise workload to meet deadlines

• Maintain and update the CRM system (Intelligent Office) ensuring compliance

• Help create a pleasant, efficient office environment that promotes client satisfaction

The Ideal Candidate

• Minimum 5 years' experience in an independent financial planning firm (preferably from a chartered or small IFA firm)

• Ethical, honest, and compliant with industry standards

• Confident, organised self-starter with excellent time management skills

• Strong attention to detail with an eye for accuracy in all tasks is essential

• Excellent written and verbal communication skills, including letter writing with strong grammar and spelling

• Proficient IT skills, including Outlook, Word, Excel, and ideally experience with Intelligent Office

• A team player who takes direction well, is open to feedback, and willing to ask questions

• Ambitious and passionate about delivering outstanding client service, treating clients like family

• Comfortable working in a fast-paced, high-volume environment

• Willingness to mentor junior colleagues as the role develops

Whats on offer?

• Salary ranges between £25,000 - £35,000/year DOE
• 25 days holiday, rising by one per year until 30 days + Bank holidays.
• Birthday off
• Pension auto-enrolment
• Private medical insurance
• Free on-site parking

Apply now or contact Luke at Brook Street Cardiff for more information.

Brook Street NMR is acting as an Employment Agency in relation to this vacancy.