Job Description
Financial Planning Support \n\n£25,000 - £30,000\n\nWe’re looking for an experienced Financial Planning Support professional to collaborate with our Financial Planners, manage client relationships, and ensure smooth administration of client files. Your expertise will help deliver exceptional client service.\n\nKey Responsibilities\n\nBuild strong client relationships and support Financial Planners\n\nManage and maintain client records in Intelliflo Office\n\nLiaise with product providers and internal teams to implement financial advice\n\nEnsure regulatory compliance and industry best practices\n\nWhat You Need\n\nFinancial services administration experience\n\nStrong attention to detail and client service focus\n\nKnowledge of financial planning software & regulatory requirements\n\nA team player with excellent communication skills\n\nBenefits\n\nFlexible & Hybrid Working (Full-time or part-time available)\n\n25 days annual leave + bank holidays\n\nCompetitive salary, pension, and death-in-service cove.\n\nHealth schemes, Employee Assistance, Cycle to Work\n\nOpportunities to professionally grow & progress in your career. \n\nTo be considered for the higher salary you will need to demonstrate your ability to meet the key criteria by past experience and during the interview process. \n\nApply now and find your next career job