Administrative Assistant, Exeter

Administrative Assistant
Location: Exeter (EX2)
Salary: Up to £30,000+ (depending on experience) + Private Medical Insurance and Company pension scheme
Hours: Full-time / In office

Are you an enthusiastic Administrative Assistant ready for your next role? You will support a busy office within a highly successful SJP Partner Practice that provides financial advice across pensions, investments, tax planning and protection.

• Collaborative working environment
• The chance to extend your skills and experience
• Joining a motivated team that works hard to make a success of this Practice.

• Deal with a wide variety of administrative tasks supporting colleagues and clients.
• Manage and collate key data for reports and portfolio reviews.
• Handle enquiries and correspondence from clients and providers.
• Maintain the client database and diary management for the Partner and Advisors.
• Process new business and liaise with SJP admin teams.Receive training if required, with scope to progress and develop your knowledge.

• Previous experience within an IFA or financial services administration role.
• Knowledge of pensions, investments, and protection products is desirable.
• Strong organisational skills with excellent attention to detail.
• High level of IT proficiency and ability to learn new systems quickly.
• Excellent written and verbal communication skills.

Qualified candidates will undergo a standard Financial and Identity check.