Financial Planning Support

TipTopJob; Exeter; Hybrid; GBP 25,000 - 30,000; Part time

Job summary

A leading company is seeking a Financial Planning Support professional to join their team in Exeter or Plymouth. The role involves managing client relationships, maintaining records, and ensuring compliance with financial regulations. The ideal candidate will have experience in financial services and a client-focused approach. This position offers flexible working options and numerous benefits, including professional development opportunities and private medical insurance.

Benefits

Professional development and career growth opportunities

Flexible and hybrid working options available

25 days annual leave plus bank holidays

Death in service: 3 x annual salary

Access to Westfield Rewards and Health scheme

24-hour Employee Assistance Programme helpline

Buy and sell holiday scheme

Cycle to work scheme

Payroll Charitable Giving

Private medical insurance

Introducing clients and staff commission scheme

Pension: 3% rising to 4% (matched up to 6%) after 4 years of service

Enhanced Maternity and Paternity pay after one year of service

Qualifications

• Experience within the financial services sector.
• Strong knowledge of financial planning software and regulatory requirements.

Responsibilities

• Build relationships with clients.
• Create and maintain client records.
• Ensure compliance with regulatory standards.

Skills

Client-focused approach

Communication

Education

Experience within the financial services sector

Tools

Intelliflo Office

Job description

Location: Exeter or Plymouth (hybrid working options available)

Job type: 36.25 hours / 5 days per week; part-time hours/days also considered

Salary: GBP 25,000 - GBP 30,000 per annum

Hawk 3 Talent Solutions, operating as an employment business, is currently recruiting for a Financial Planning Support to join our client's team in either their Plymouth or Exeter branch.

The successful candidate will work alongside their Financial Planners to manage client relationships, administer client files, and liaise with product providers.

The Role

1. Build relationships with clients
2. Create and maintain client records on back office system (Intelliflo Office)
3. Interact with product providers and internal teams to implement Financial Planning advice
4. Work in partnership with Financial Planners to deliver excellent client service
5. Ensure compliance with regulatory standards and industry best practices

About You

1. Experience within the financial services sector
2. Client-focused approach
3. Strong knowledge of financial planning software and regulatory requirements
4. Able to work well and communicate effectively as part of a team

Benefits

1. Professional development and career growth opportunities
2. Flexible and hybrid working options available
3. 25 days annual leave plus bank holidays
4. Death in service: 3 x annual salary
5. Access to Westfield Rewards and Health scheme
6. 24-hour Employee Assistance Programme helpline
7. Buy and sell holiday scheme
8. Cycle to work scheme
9. Payroll Charitable Giving
10. Private medical insurance
11. Introducing clients and staff commission scheme
12. Pension: 3% rising to 4% (matched up to 6%) after 4 years of service
13. Enhanced Maternity and Paternity pay after one year of service

To apply, please click the 'Apply Now' button or contact Shannon Bunch.