Financial Planning Support 

£25,000 - £30,000

We're looking for an experienced Financial Planning Support professional to collaborate with our Financial Planners, manage client relationships, and ensure smooth administration of client files. Your expertise will help deliver exceptional client service.

Key Responsibilities

Build strong client relationships and support Financial Planners

Manage and maintain client records in Intelliflo Office

Liaise with product providers and internal teams to implement financial advice

Ensure regulatory compliance and industry best practices

What You Need

Financial services administration experience

Strong attention to detail and client service focus

Knowledge of financial planning software & regulatory requirements

A team player with excellent communication skills

Benefits

Flexible & Hybrid Working (Full-time or part-time available)

25 days annual leave + bank holidays

Competitive salary, pension, and death-in-service cove.

Health schemes, Employee Assistance, Cycle to Work

Opportunities to professionally grow & progress in your career. 

To be considered for the higher salary you will need to demonstrate your ability to meet the key criteria by past experience and during the interview process. 

Apply now and find your next career job