Administrator (Financial Services)

Job ID
Position Type
Permanent Full-Time
Car Allowance
Bonus Scheme

Job Profile

Administrator (Financial Services)




Location: 1-2 Northernhay Place, Exeter, EX4 3YF


Full Time/Permanent


Role Purpose: Working on FS Support team, the successful candidate will be responsible for Data Entry/Fee collection and System reconciliation for business generated by the LSL FS operations. 


Reports to: FS Support Team Manager


Relationships: Working on a team, the candidate will be required to have excellent customer service skills along with ability to build good relationships with Financial Consultants/Advisors across the group.  Other internal staff relationships include Estate Agency Staff and members of the FS Management Structure.



  • Excel Experience is essential
  • Self-motivated and pro-active to achieve daily targets
  • Adherence to processes and service standards
  • Good Oral Communication Skills / Excellent Telephone Manner
  • Broad other IT Knowledge


Key Responsibilities:

  • Ensure systems are updated showing key stages completed
  • Ensure all customer information is recorded accurately on all systems.
  • Proactively ensure elements are followed up, thereby maximising on accuracy of data held



Accurate, Productive, Reliable, Dependable, Flexible, Customer focused, Respectful, pro-active and Team player.



  • 37.5 hours per week. Basic Hours Monday – Friday 8.30am – 5.00pm. Occasional Saturdays mornings may be required to cover for staff holidays.


Please note: Full system and product training provided


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