Financial Planning Coordinator

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