Goodmans Financial Planning Ltd has been providing financial planning, investment and pension advice across the South West for over 30 years. A Chartered Financial Planning firm with offices in Plymouth, Exeter and Bristol, we’re dedicated to helping people get the best returns from life and enjoy an active, fulfilling retirement.
The role
We're looking to expand our back-office team to support Goodmans in servicing and maintaining a high level of service to our clients. This full‑time role, based at our central Exeter office, is a great opportunity for someone with good admin and people skills who wants to develop their financial services career within a collaborative, friendly and professional environment.
For the right person we're offering a competitive salary plus excellent progression and development opportunities within an independent, employee‑owned company.
Duties include:
* Working closely with the paraplanning and advice teams
* Booking meetings, diary managing and preparing documentation for meetings
* Database management
* Meeting and greeting clients
* Supporting Financial Planners in client meetings
You’ll need:
* Experience working within the financial service industry
* Strong administration skills, including prioritisation and time management
* Strong communication and interpersonal abilities to engage effectively with clients and team members
* A desire to engage with clients and develop strong relationships
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