My client is an Age Top 50+50 firm of Accountants based in the South West, with over 300 team members across 16 offices. They are currently looking for a Financial Planning Support to join their dynamic team in either their Exeter or Plymouth offices. As an experienced Financial Planning Support you will play a pivotal role in their success by collaborating with their Financial Planners to manage client relationships, work as a team, administer client files and liaise with product providers. Your expertise and diligence will drive the delivery of exceptional client service. Main tasks: • Build meaningful relationships with our clients. • Create and maintain client records on our back-office system: Intelliflo Office. • Interact with product providers and internal teams to implement Financial Planning advice. • Work in partnership with our Financial Planners to deliver exceptional client service. • Ensure compliance with regulatory standards and industry best practices. • Follow processes and contribute to quality enhancement initiatives. Requirements: • Proven experience as an administrator in the financial services sector. • A focus on detail and communicating with both clients and providers. • Strong knowledge of financial planning software and regulatory requirements. • An understanding of how to communicate as part of a team, put your viewpoint across and listen to other...