Financial Services Assistant - Exeter

Element Recruitment are partnering with an established and highly regarded Financial Planning Firm on their search for an experienced Financial Planning Assistant to join its growing team.

This role is ideal for someone with a strong background in financial services administration who enjoys working in a professional, detail-focused environment and takes pride in delivering excellent client service, while playing a key role in supporting the wider advice team.

The Role

You will provide comprehensive administrative support to Financial Planners, ensuring client recommendations and ongoing service propositions are implemented efficiently and accurately. Acting as a key point of contact, you’ll play an essential role in maintaining service standards and supporting business growth.

Key Responsibilities

• Acting as a first point of contact for clients via phone and email
• Managing client records and maintaining accurate data within back-office systems
• Preparing pre-meeting packs and supporting client reviews
• Processing new business, including applications, AML checks, and documentation
• Managing workflows, tasks, and centralised mailboxes
• Liaising with providers and handling queries
• Producing illustrations, valuations, and supporting documentation
• Reviewing Letters of Authority and client packs for accuracy
• Supporting advisers and paraplanners with case progression
• Ensuring all work meets internal procedures and regulatory standards

Candidate Requirements

• Minimum 3–4 years’ experience within financial services
• Good understanding of financial products and processes
• Strong written communication skills (emails and letters)
• High accuracy when inputting and maintaining client data
• Confident use of Microsoft Office and financial services systems (e.g. IO desirable)
• Excellent attention to detail
• Strong organisation, planning, and prioritisation skills
• Professional and confident client communication

Benefits

• Salary up to £35,000 (DOE)
• 25 days holiday + bank holidays + your birthday off
• Free on-site parking
• Supportive and collaborative team environment
• Ongoing training and development opportunities

If this role sounds like a great next step in your career, apply today to be considered.