Dani at Avocet Commercial Careers is pleased to present an outstanding opportunity for an experienced Financial Planning Support professional to join a leading financial services firm in Plymouth.
This role offers excellent career development prospects within a client-focused organisation that prioritises innovation and exceptional service delivery.
About the Client
This distinguished financial planning firm has established itself as a market leader in the South West, built on a foundation of client-centric values and innovative service delivery. Their commitment to empowering clients to achieve their financial objectives has created a collaborative culture where both client satisfaction and team development are paramount. The firm's success stems from their dedication to putting clients at the heart of every decision and maintaining the highest standards of professional excellence.
About the Role
As Financial Planning Support, you'll serve as a vital link between Financial Planners and clients, ensuring seamless service delivery and exceptional client experiences. Working alongside experienced Financial Planners, you'll manage comprehensive administrative functions whilst building meaningful client relationships. This collaborative role offers the opportunity to contribute directly to client outcomes whilst developing your expertise within a supportive team environment.
Financial Planning Support Responsibilities
* Develop and maintain strong relationships with clients across the firm's portfolio
* Create and manage comprehensive client records using the back-office system
* Coordinate with product providers and internal departments to implement financial planning recommendations
* Partner with Financial Planners to ensure exceptional client service delivery
* Maintain strict compliance with regulatory standards and industry best practices
* Follow established processes whilst contributing to continuous quality improvement initiatives
* Support general administrative functions that enhance overall team effectiveness
Financial Planning Support Requirements
* Demonstrated experience as an administrator within FS sector
* Understanding of financial planning principles and administrative processes
* Exceptional attention to detail with strong client and provider communication skills
* Comprehensive knowledge of financial planning software and regulatory frameworks
* Excellent teamwork abilities with capacity to articulate viewpoints and listen effectively
* Proven track record of delivering outstanding client service
Benefits
* Competitive salary DOE
* Flexible working arrangements including hybrid options
* Great working hours (36.25 hours/5 days per week) with part-time options considered
* Generous leave package including 25 days annual leave plus bank holidays
* Plus much, much more!
The Ideal Candidate
The perfect applicant combines meticulous attention to detail with genuine enthusiasm for client service excellence. You're naturally collaborative, working effectively within teams whilst maintaining individual accountability for your responsibilities. Your communication skills allow you to build rapport with clients and colleagues alike, whilst your administrative expertise ensures accuracy and efficiency in all processes. Most importantly, you share the firm's commitment to putting clients first and contributing to their financial success through exceptional support and service delivery.
For a confidential discussion about this Financial Planning Support opportunity, please contact Dani at Avocet Commercial Careers