Financial Planning Administrator x 2
* Location: Exeter Office and Plymouth Office
* Job Type: Full-time Hybrid/Office-based
Join a leading financial service firm in the South West of England, dedicated to empowering clients to achieve their financial goals. We are seeking a Financial Planning Administrator to enhance our dynamic team in Exeter and Plymouth. This role offers the opportunity to develop your career within a culture focused on innovation, client satisfaction, and putting clients at the heart of everything we do.
Day-to-day of the role:
* Build and maintain meaningful relationships with clients.
* Manage and update client records on our back-office system, Intelliflo Office.
* Collaborate with product providers and internal teams to implement financial planning advice.
* Partner with Financial Planners to deliver exceptional client service.
* Ensure compliance with regulatory standards and contribute to quality enhancement initiatives.
Required Skills & Qualifications:
1. Proven experience as an administrator in the financial services sector.
2. Strong knowledge of financial planning software and regulatory requirements.
3. Excellent communication skills, with the ability to work effectively as part of a team.
4. Commitment to delivering outstanding client service.
5. Advatageous i...