Financial Planning Support

JR United Kingdom; Exeter; Hybrid; GBP 30,000 - 50,000; Part time

Job summary

An innovative firm is seeking a Financial Planning Support professional to join their dynamic team in Exeter or Plymouth. In this role, you will collaborate closely with Financial Planners to enhance client relationships and ensure compliance with industry standards. The position offers hybrid working options, professional development opportunities, and a comprehensive benefits package, including generous annual leave and private medical insurance. If you're passionate about financial services and eager to contribute to a client-focused environment, this is the perfect opportunity for you.

Benefits

Flexible working options

25 days annual leave

Death in service benefit

Private medical insurance

Employee Assistance Programme

Buy and sell holiday scheme

Cycle to work scheme

Pension scheme

Enhanced maternity and paternity pay

Commission scheme

Qualifications

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

Responsibilities

• Build relationships with clients and maintain records on back office systems.
• Work with Financial Planners to deliver excellent client service.

Skills

Financial Planning Software

Client Relationship Management

Regulatory Compliance

Team Communication

Education

Experience in Financial Services

Tools

Intelliflo Office

Job description

Social Network Login/Join

Location: Exeter or Plymouth (hybrid working options available)

Job type: 36.25 hours / 5 days per week, with consideration for part-time hours/days

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 includes:

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
• Opportunities for professional development and career growth

Benefits include:

• 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 [emailprotected].