Are you looking to take the next step in your career with a well-respected financial services firm in the South West of England?
Our client, a leading financial services organization, is committed to helping their clients achieve their financial goals. With a strong emphasis on innovation and client satisfaction, they have fostered a culture that prioritizes the needs of their clients above all else.
Currently, we are searching for a talented Financial Planning Administrator to join their team based in Weston-super-Mare.
Key Responsibilities:
As a Financial Planning Administrator, you will play a pivotal role in the success of our client's organization. Your main responsibilities will include managing client relationships, handling administrative tasks, and liaising with product providers. Your attention to detail and expertise will be instrumental in providing exceptional service to clients.
Key Duties:
- Establish and maintain strong client relationships.
- Maintain accurate client records using Intelliflo Office.
- Coordinate with product providers and internal teams to implement Financial Planning recommendations.
- Collaborate with Financial Planners to ensure excellent client service.
- Ensure compliance with regulatory standards.
- Contribute to process improvement initiatives.
Requirements:
- Previous experience in financial services administration.
- Strong attention to detail and communication skills.
- Proficiency in financial planning software and regulatory requirements.
- Ability to work collaboratively within a team.
- Track record of delivering outstanding client service.
In return, our client offers:
- Supportive and collaborative work environment with flexible hybrid working options.
- Opportunities for professional development and career growth.
- Flexible working hours and part-time options available.
- Generous annual leave allowance and comprehensive benefits package.
- Additional perks including commission schemes and enhanced parental leave benefits.
If you are a dedicated professional with a passion for client service and a desire to grow your career in the financial services industry, we encourage you to apply.