Financial Planning Administrator – Exeter

About the role

We are seeking a motivated Financial Planning Administrator to join a growing financial planning firm in Exeter. The role supports the Financial Planner in delivering high‑quality client service and will be pivotal as the business expands following a recent acquisition.

Key responsibilities

• Answer and manage incoming calls and emails professionally.
• Handle client queries, escalating advisory matters to the Financial Planner.
• Record and monitor annual review dates using the back‑office system.
• Plan, book and prepare for annual review meetings, ensuring all documentation is ready.
• Assist clients with account access, navigation and updates.
• Provide regular status updates to clients and Financial Planners on outstanding cases.
• Maintain accurate client and plan data across internal systems.
• Prepare and process new business documentation and application packs.
• Manage new business through to completion, ensuring accuracy and timeliness.
• Handle technical queries, including AML checks, referrals and beneficial ownership inquiries.

Required profile

• Previous experience in a financial planning administration role.
• Strong communication and interpersonal skills.
• Excellent organisation, diary management and planning abilities.
• High attention to detail and accuracy.
• Ability to work independently and use initiative.
• Professional and confident telephone manner.
• Commitment to delivering exceptional client service.

Required skills

What we offer

• Permanent position with a competitive salary range.
• Opportunity to grow with a firm expanding its client base.
• Supportive and professional work environment.
• Long‑term career prospects within the financial planning sector.