Financial Administrator

An exciting opportunity has arisen for aFinancial Planning Administrator to join a well-established accountancy firm. This role can be full-time or part-time offering excellent benefits and a salary range of £25,000 - £30,000for 36.25 hours work week. As a Financial Planning Administrator, you will work closely with Financial Planners to manage client relationships, maintain client files, and liaise with product providers to ensure the delivery of high-quality service. You will be responsible for: ? Manage client records using the company's back-office system. ? Communicate with product providers and internal teams to implement financial advice. ? Partner with Financial Planners to ensure exceptional service delivery. ? Maintain compliance with regulatory standards and industry best practices. ? Contribute to process improvements and quality enhancement initiatives. ? Build and maintain meaningful relationships with clients. What we are looking for: ? Previously worked as a Financial Administrator, Financial Planning Administrator, Paraplanner, Financial Services Administrator or in a similar role. ? Experience as an administrator in the financial services sector. ? Background in delivering outstanding client services. ? Strong attention to detail and excellent communication skills with clients and providers. ? Skilled with financial planning software and understanding of regulatory requirements. What's on offer: ? Competitive salary ? 25 days plus bank holidays ? Pension scheme ? Private medical insurance ? Death in service benefit ? Access to health schemes ? Cycle to work scheme ? Employee assistance programme ? Enhanced maternity & paternity leave (after 1 year of service) Apply now for this exceptional opportunity to work with a dynamic team and further enhance your career. Important Information: We endeavour to process your personal data in a fair and transparent manner. In applying for this role, Additional