We are seeking a Financial Planning Coordinator for one of our Plymouth based clients. As a key member of the team, you will provide support to Financial Planners by managing client interactions, administer client files, and coordinate effectively with product providers.

Key Responsibilities will include:

* Develop meaningful relationships with clients.

* Accurately input and maintain client information in Intelliflo Office.

* Communicate effectively with product providers and internal stakeholders to support financial planning implementation.

* Collaborate with Financial Planners to ensure the delivery of outstanding client experiences.

* Ensure compliance with regulatory standards.

* Adhere to procesess and help improve quality.

Essential Experience and Attributes Required:

* Experience as an administrator in the financial services sector.

* Confident communicator with clients and providers.

* Exposure to financial planning software.

* Delivering outstanding client services.

Benefits:

* Flexible working arrangements (flexible and hybrid opportunities)

* Annual salary review.

* Access to health scheme.

* 20 days annual leave plus BH increasing to 25 days plus BH after 3 years' service.

* Opportunity for career progression.

If you are looking for a new challenge and have the relevant experience listed above, please submit an up-to-date CV by using the 'apply' button