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- Tasks: Support Financial Planners and manage client relationships for exceptional service delivery.
- Company: Join a leading financial services firm known for innovation and client-centric values.
- Benefits: Enjoy flexible working, competitive salary, generous leave, and a collaborative team environment.
- Why this job: Make a real impact on clients' financial success while developing your skills in a supportive culture.
- Qualifications: Experience in financial services administration and strong communication skills are essential.
- Other info: Part-time options available; perfect for students seeking valuable experience.
The predicted salary is between 28800 - 48000 £ per year.
Dani at Avocet Commercial Careers is pleased to present an outstanding opportunity for an experienced Financial Planning Support professional to join a leading financial services firm in Exeter. This role offers excellent career development prospects within a client-focused organisation that prioritises innovation and exceptional service delivery.
This distinguished financial planning firm has established itself as a market leader in the South West, built on a foundation of client-centric values and innovative service delivery. Their commitment to empowering clients to achieve their financial objectives has created a collaborative culture where both client satisfaction and team development are paramount. The firm’s success stems from their dedication to putting clients at the heart of every decision and maintaining the highest standards of professional excellence.
As Financial Planning Support, you’ll serve as a vital link between Financial Planners and clients, ensuring seamless service delivery and exceptional client experiences. Working alongside experienced Financial Planners, you’ll manage comprehensive administrative functions whilst building meaningful client relationships. This collaborative role offers the opportunity to contribute directly to client outcomes whilst developing your expertise within a supportive team environment.
Financial Planning Support Responsibilities- Develop and maintain strong relationships with clients across the firm’s portfolio
- Create and manage comprehensive client records using Intelliflo Office back-office system
- Coordinate with product providers and internal departments to implement financial planning recommendations
- Partner with Financial Planners to ensure exceptional client service delivery
- Maintain strict compliance with regulatory standards and industry best practices
- Follow established processes whilst contributing to continuous quality improvement initiatives
- Support general administrative functions that enhance overall team effectiveness
- Demonstrated experience as an administrator within FS sector
- Understanding of financial planning principles and administrative processes
- Exceptional attention to detail with strong client and provider communication skills
- Comprehensive knowledge of financial planning software and regulatory frameworks
- Excellent teamwork abilities with capacity to articulate viewpoints and listen effectively
- Proven track record of delivering outstanding client service
- Competitive salary DOE
- Flexible working arrangements including hybrid options
- Great working hours (36.25 hours/5 days per week) with part-time options considered
- Generous leave package including 25 days annual leave plus bank holidays
- Plus much, much more!
The perfect applicant combines meticulous attention to detail with genuine enthusiasm for client service excellence. You’re naturally collaborative, working effectively within teams whilst maintaining individual accountability for your responsibilities. Your communication skills allow you to build rapport with clients and colleagues alike, whilst your administrative expertise ensures accuracy and efficiency in all processes. Most importantly, you share the firm’s commitment to putting clients first and contributing to their financial success through exceptional support and service delivery.
For a confidential discussion about this Financial Planning Support opportunity, please contact Dani at Avocet Commercial Careers.
Financial Planning Support employer: Avocet Legal
Contact Detail:
Avocet Legal Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Financial Planning Support
✨Tip Number 1
Familiarise yourself with the Intelliflo Office back-office system, as it's crucial for managing client records. Understanding how to navigate this software will not only boost your confidence but also demonstrate your readiness to hit the ground running.
✨Tip Number 2
Network with professionals in the financial services sector, especially those who have experience in financial planning support roles. Engaging with them can provide valuable insights and potentially lead to referrals or recommendations.
✨Tip Number 3
Stay updated on the latest regulatory standards and industry best practices. This knowledge will not only enhance your credibility but also show your commitment to compliance and excellence in client service.
✨Tip Number 4
Prepare to discuss specific examples of how you've successfully built client relationships in previous roles. Highlighting your interpersonal skills and client-centric approach will resonate well with the firm's values.
We think you need these skills to ace Financial Planning Support
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities and requirements of the Financial Planning Support position. Tailor your application to highlight relevant experience and skills that align with the job description.
Highlight Relevant Experience: In your CV and cover letter, emphasise your previous experience in financial services administration. Be specific about your roles, the software you've used (like Intelliflo Office), and how you've contributed to client satisfaction in past positions.
Showcase Your Skills: Demonstrate your attention to detail and communication skills in your application. Provide examples of how you've successfully managed client relationships and collaborated with teams to deliver exceptional service.
Craft a Compelling Cover Letter: Write a personalised cover letter that reflects your enthusiasm for the role and the firm’s values. Mention your commitment to client service excellence and how you can contribute to their mission of empowering clients to achieve their financial objectives.
How to prepare for a job interview at Avocet Legal
✨Showcase Your Client Relationship Skills
Since the role emphasises building strong relationships with clients, be prepared to discuss your previous experiences in client management. Share specific examples of how you've successfully nurtured client relationships and contributed to their satisfaction.
✨Demonstrate Your Attention to Detail
Attention to detail is crucial in financial planning support. During the interview, highlight instances where your meticulousness has led to successful outcomes, such as avoiding errors in client records or ensuring compliance with regulations.
✨Familiarise Yourself with Financial Planning Software
The job requires knowledge of financial planning software like Intelliflo Office. Make sure to mention any relevant experience you have with such tools, and if possible, brush up on their functionalities before the interview.
✨Emphasise Team Collaboration
This role involves working closely with Financial Planners and other departments. Be ready to discuss your teamwork experiences, focusing on how you've effectively collaborated to achieve common goals and enhance client service delivery.
