Financial Planning Support

Job Description

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!