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).
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