Admin Assistant - Financial Services

  • Location
    Exeter, Devon
  • Category
    Admin. Secretarial and PA - Administrator
  • Contract Type
  • External Reference
  • Salary
    21000 £ - 24000 £ / Year

Financial services opportunity with progression . . . . . . .

Are you looking for an administrative based role that, for the right person can offer a career path and the potential for support towards study.

Alternatively, if you are simply looking for an interesting admin supporting role, with a professional and friendly working environment then this could also be the opportunity for you……

Main Duties

Provide Administrative support to the firm's advisers.

  • Ensure that client files and records, are up to date, while identifying any anomalies found in the information files.

  • Make appointments and assist in preparations for meetings, while maintaining an accurate diary system.

  • Produce illustrations, process applications and administer business within agreed timescales.

  • Assist in general office duties


  • Having a sound knowledge of Microsoft Office (Word and Excel)

  • You must be a proficient typist

  • Ideally Financial Services experience would be preferable, but isn't essential

  • Prior experience with Intelligent Office, Financial Express (Analytics) and other software packages

In return you will be working for a small, independent business, with a friendly working ethos.

Working hours 9am - 5pm Monday to Friday, with one-hour lunch.

Free on-site parking

City Centre location

Opportunity to study into a Paraplanner role and, ultimately, to becoming a Financial Adviser

If you would like further information, please call for an informal chat on 01392 426200, alternatively, please email

Office Angels acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. Office Angels UK is an Equal Opportunities Employer.

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To speak to a recruitment expert please contact Julie Cairns