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- 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.
- 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
- 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.
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.
