Financial Planning Support – Exeter or Plymouth

Financial Planning Support

Exeter or Plymouth

Are you looking to develop your career and work for a leading financial service firm in the South West of England?

At Westcotts Chartered Financial Planners, we are committed to empowering our clients to achieve their financial goals. With a strong focus on innovation and client satisfaction, we have built a culture that puts our clients at the heart of everything we do.

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

Your Role

As an experienced Financial Planning Support you will play a pivotal role in our success by collaborating with our Financial Planners to manage client relationships, work as a team, administer client files and liaise with product providers. Your expertise and diligence will drive the delivery of exceptional client service.

What You’ll Do

1. Build meaningful relationships with our clients.
2. Create and maintain client records on our back-office system: Intelliflo Office.
3. Interact with product providers and internal teams to implement Financial Planning advice.
4. Work in partnership with our Financial Planners to deliver exceptional client service.
5. Ensure compliance with regulatory standards and industry best practices.
6. Follow processes and contribute to quality enhancement initiatives.

This job description summarises the main duties and responsibilities of the post, however the list is not exhaustive as the post-holder may be required to undertake other duties and projects of similar level and responsibility.

What We’re Looking For

1. Proven experience as an administrator in the financial services sector.
2. A focus on detail and communicating with both clients and providers.
3. Strong knowledge of financial planning software and regulatory requirements.
4. An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.
5. Experience delivering outstanding client service.

What We Offer

1. Supportive and collaborative work environment
2. Opportunities for professional development and career growth.
3. Chance to make a meaningful impact on our clients’ financial well-being.
4. 36.25 hours / 5 days per week however part time hours / days also considered.
5. Flexible and hybrid working arrangements available.
6. 25 days annual leave plus bank holidays.
7. Death in service 3 x annual salary.
8. Access to Westfield Rewards and Health scheme.
9. 24-hour external Employee Assistance Programme helpline.
10. Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
11. Introducing clients and staff commission schemes.
12. Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service.
13. Enhanced Maternity and Paternity pay after one years’ service.

How To Apply

If you are ready to contribute your expertise, grow professionally, and be part of an enthusiastic team dedicated to helping clients achieve their financial goals, we would love to hear from you!

To apply for this position, please upload your CV along with a covering letter providing information on why you feel you would be suitable for the role in particular in regards to the desired attributes, skills, experience and qualifications. Please also state your current salary (if applicable), salary expectations and available start date.

Apply Here