Financial Planning Support
£25,000 - £30,000
We’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.
Key Responsibilities
Build strong client relationships and support Financial Planners
Manage and maintain client records in Intelliflo Office
Liaise with product providers and internal teams to implement financial advice
Ensure regulatory compliance and industry best practices
What You Need
Financial services administration experience
Strong attention to detail and client service focus
Knowledge of financial planning software & regulatory requirements
A team player with excellent communication skills
Benefits
Flexible & Hybrid Working (Full-time or part-time available)
25 days annual leave + bank holidays
Competitive salary, pension, and death-in-service cove.
Health schemes, Employee Assistance, Cycle to Work
Opportunities to professionally grow & progress in your career.
To 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.
Apply now and find your next career job...