Gilbert Stephens Financial Services

Financial Planning Administrator / Assistant
Exeter

Highly motivated individual required to provide full administrative support to our Financial Services Team. Previous administration experience in an IFA firm is preferable with a willingness and ability to learn quickly. A confident, professional & friendly disposition is essential with the ability to work well as part of a team and the aptitude to use initiative where appropriate.

The role will include: –

• Responding to client/provider enquires and requests
• Obtaining valuations and policy information from product providers
• Preparing and processing review paperwork and documents for client meetings
• Online submission of new business to providers
• Maintaining clients and policy records on office system
• Obtaining valuation details from providers
• Preparing and printing illustrations, key features documentation and other documentation as required
• Checking forms, entering and maintaining data on our systems
• Chasing pending applications

We operate six offices in Exeter, Crediton, Budleigh Salterton, Sidmouth, Ottery St Mary and Okehampton and offer a competitive salary.

To apply:

If you think you have the attributes and skills to join us, then we would love to hear from you. Please email your CV, together with any relevant supporting information to Dana Mulligan at [email protected] or call 07769 271651

The third team member we introduce you to this month is Carlie Pike who is a Financial Services Administrator in our Exeter office. She is responsible for supporting the Independent Financial Advisors on a daily basis.

Prior to joining Gilbert Stephens Financial Services in September 2014, Carlie worked at EDF Energy within the Small Business Department as a trainer for new employees.

Working within a small and friendly team is Carlie’s favourite part about her role at Gilbert Stephens Financial Services.

Outside of work, Carlie keeps herself busy by being a mum, socialising with friends, shopping and travelling.
You can contact Carlie on 01392 346464 or email: [email protected]

The second team member we’d like to introduce you to is Hayley Martin-Herkt a Paraplanner based in our Exeter office.

Hayley is a level four diploma qualified Paraplanner who has been working in Financial Services since 2000 and has a wealth of experience in dealing with all areas of the advice process. She joined Gilbert Stephens in 2014 to support the ever expanding advisory team and help meet rising demand for their services.

Hayley will continue her professional development within the company where she hopes to achieve chartered status in the near future.

Out of the office Hayley enjoys attending the theatre, walking, reading and spending time with family and friends.

You can contact Hayley on 01392 346464 or email: [email protected]