Financial Planning Support
Location: Exeter or Plymouth (hybrid working options available)
Job type: 36.25 hours / 5 days per week however part time hours / days also considered
Salary: A GBP 25,000 : A GBP 30,000 per annum
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.
The role:
Build relationships with clients
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
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 as part of a team
Benefits:
Professional development and career growth opportunities
Flexible and hybrid working options available
25 days annual leave plus bank holidays
Death in service 3 x annual salary
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.
, please click the Apply Now button or contact Shannon Bunch on