Financial Planning Administrator

Job Type: Full-time
Job Location: Weston-Super-Mare
Workplace: Office/Hybrid
Salary: £25k - £30k p.a

Job Description
Are you looking to develop your career and work for a leading financial service firm in the South West of England?
We are currently looking for a Financial Planning Administrator to join our client's dynamic team in their Weston-super-Mare office.
As a Financial Planning Administrator, you will play a pivotal role by collaborating with our 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.

What benefits can you expect?

• Opportunities for professional development and career growth.
• Chance to make a meaningful impact on our clients' financial well-being.
• 36.25 hours / 5 days per week however part time hours / days also considered.
• Flexible and hybrid or office working available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to Westfield Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Introducing clients and staff commission schemes.
• Pension 3% rising to 4% (but matched up to 6%) after 4 years' service.
• Enhanced Maternity and Paternity pay after one years' service.

What tasks does this role include?

• 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.

What will you bring to the role?

• 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 others.
• Experience delivering outstanding client service.

Ready to apply?
Hit the apply button below to share your skills and we'll be in touch soon.

KSBarnstaple

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As an Equal Opportunities employer we welcome applications from all suitably qualified persons regardless of their race, sex, disability, religion/belief, sexual orientation or age.