Job Title: Financial Planning Administrator
Salary: Up to £26,000 per annum, dependent on experience
Location: Weston Super Mare
Type: Permanent/ Part time
Hours: 25 hours/ Monday - Friday (Hybrid options available)
Hawk 3 Talent Solutions, operating as an employment agency, are currently recruiting for a Financial Planning Administrator to join our client's office in Weston Super Mare on a permanent contract.
The successful candidate will collaborate with Financial Planners to manage client relationships, work as a team, administer client files and liaise with product providers.
Main duties and responsibilities:
Build meaningful relationships with our clients.
Create and maintain client records on the back-office system: Intelliflo Office.
Interact with product providers and internal teams to implement Financial Planning advice.
Work in partnership with Financial Planners in the Weston-Super-Mare office to
deliver exceptional client services.
Ensure compliance with regulatory standards and industry...