- Location: Exeter Office and Plymouth Office
- Job Type: Full-time Hybrid/Office-based
Join a leading financial service firm in the South West of England, dedicated to empowering clients to achieve their financial goals. We are seeking a Financial Planning Administrator to enhance our dynamic team in Exeter and Plymouth. This role offers the opportunity to develop your career within a culture focused on innovation, client satisfaction, and putting clients at the heart of everything we do.
Day-to-day of the role:
- Build and maintain meaningful relationships with clients.
- Manage and update client records on our back-office system, Intelliflo Office.
- Collaborate with product providers and internal teams to implement financial planning advice.
- Partner with Financial Planners to deliver exceptional client service.
- Ensure compliance with regulatory standards and contribute to quality enhancement initiatives.
Required Skills & Qualifications:
- Proven experience as an administrator in the financial services sector.
- Strong knowledge of financial planning software and regulatory requirements.
- Excellent communication skills, with the ability to work effectively as part of a team.
- Commitment to delivering outstanding client service.
- Advatageous if you have Intelliflo experience
Benefits:
- Supportive and collaborative work environment with flexible hybrid working options.
- Opportunities for professional development and career growth.
- 25 days annual leave plus bank holidays, with flexible benefits including Buy and Sell holiday options.
- Attractive pension scheme and enhanced maternity and paternity pay after one year’s service.
- Access to health schemes and employee assistance programs.
How to apply:
If you are eager to contribute your expertise, grow professionally, and help clients achieve their financial goals, we would love to hear from you! Please upload your CV along with a covering letter detailing why you are suitable for this role, including your current salary, salary expectations, and available start date.
Source link
{link}
