Financial Planning Support

Pure Jobs US; Exeter; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A leading accountancy firm in the South West seeks a Financial Planning Support to enhance client relationships in Exeter or Plymouth. The candidate will play a vital role in supporting Financial Planners, ensuring compliance, and delivering exceptional service in a dynamic working environment offering flexibility and professional growth.

Benefits

Flexible working hours

Opportunities for professional development

25 days annual leave plus bank holidays

Pension scheme with employer matching

Employee Assistance Programme

Qualifications

• Proven experience as an administrator in the financial services sector.
• Strong knowledge of financial planning software and regulatory requirements.

Responsibilities

• Collaborate with Financial Planners to manage client relationships.
• Deliver exceptional client service and ensure compliance with regulatory standards.
• Administer client files and liaise with product providers.

Skills

Attention to detail

Effective communication

Client service

Tools

Intelliflo Office

Job description

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My client is an Age Top 50+50 firm of Accountants based in the South West, with over 300 team members across 16 offices.

They are currently looking for a Financial Planning Support to join their dynamic team in either their Exeter or Plymouth offices.

As an experienced Financial Planning Support, you will play a pivotal role by collaborating with Financial Planners to manage client relationships, administer client files, liaise with product providers, and deliver exceptional client service.

Main tasks:

• Build meaningful relationships with clients.
• Create and maintain client records on the back-office system: Intelliflo Office.
• Interact with product providers and internal teams to implement Financial Planning advice.
• Work with Financial Planners to deliver outstanding client service.
• Ensure compliance with regulatory standards and industry best practices.
• Follow processes and contribute to quality improvement initiatives.

Requirements:

• Proven experience as an administrator in the financial services sector.
• Attention to detail and effective communication with clients and providers.
• Strong knowledge of financial planning software and regulatory requirements.
• Ability to communicate effectively within a team, express viewpoints, and listen.
• Experience in delivering excellent client service.

Benefits:

• Supportive and collaborative work environment.
• Opportunities for professional development and career progression.
• Flexible working hours, including part-time options.
• Flexible and hybrid working arrangements.
• 25 days annual leave plus bank holidays.
• Death in service cover: 3x annual salary.
• Access to Westfield Rewards and Health schemes.
• 24-hour Employee Assistance Programme helpline.
• Flexible benefits such as Buy and Sell holiday, Cycle to Work, Payroll Charity Giving, and Private Medical Insurance.
• Client and staff referral schemes.
• Pension scheme: 3% contribution, rising to 4%, with employer matching up to 6% after 4 years.
• Enhanced maternity and paternity pay after one year of service.

For questions or to apply, please contact Clear IT Recruitment Limited.

Note: Due to high application volume, we may not respond to every applicant. If you haven't heard within 3 working days, please assume your application was unsuccessful.

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