Financial Planning Support

www.topfinancialjobs.co.uk - Jobboard; Exeter; Hybrid; GBP 25,000 - 45,000; Part time

Job summary

Join a forward-thinking company as a Financial Planning Support professional in Exeter or Plymouth, where you'll collaborate with Financial Planners to enhance client relationships and ensure compliance with industry standards. This role offers the chance to develop professionally while enjoying flexible hybrid working options. With a focus on client satisfaction, you'll play a crucial part in managing client files and liaising with product providers. The organization values its employees, offering generous benefits like 25 days of annual leave, private medical insurance, and a supportive work environment that fosters career growth.

Benefits

Professional development opportunities

Flexible working options

25 days annual leave plus bank holidays

Death in service 3x 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

Qualifications

• Experience in the financial services sector is essential.
• Strong knowledge of financial planning software and regulatory requirements.

Responsibilities

• Build relationships with clients and manage client records.
• Ensure compliance with regulatory standards and deliver excellent client service.

Skills

Client Relationship Management

Financial Planning Software

Regulatory Compliance Knowledge

Team Communication

Education

Experience in Financial Services

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

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:

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

Benefits include:

• Professional development and career growth opportunities
• Flexible and hybrid working options
• 25 days annual leave plus bank holidays
• Death in service 3x 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

To apply: Please click the Apply Now button or contact Shannon Bunch at (url removed).