Financial Planning Support Location: Exeter or Plymouth (hybrid working options available)
25 hours / 5 days per week however part time hours / days also considered
Hawk 3 Talent Solutions, operating as an employment business, are currently recruiting for a Financial Planning Support to join our clients team in either their Plymouth or Exeter branch,
The successful candidate will work along side their Financial Planners to manage client relationships and work as a team to administer client files and liaise with product providers.
Create and maintain client records on back office system (Intelliflo Office)
Interact with product providers and internal teams to implement Financial Planning advice
Work in partnership with Financial Planners to deliver excellent client service
Ensure compliance with regulatory standards and industry best practices
Experience within the financial services sector
Strong knowledge of financial planning software and regulatory requirements
Professional development and career growth opportunities
~ Flexible and hybrid working options available
~25 days annual leave plus bank holidays
~ Access to Westfield Rewards and Health scheme
~24 hour Employee Assistance Programme helpline
~ Buy and sell holiday
~ Cycle to work scheme
~ Payroll Charitable Giving
~ Private medical insurance
~ Introducing clients and staff commission scheme
~ Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service.
~ Enhanced Maternity and Paternity pay after one years’ service.