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: £25,000 - £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.
To apply, please click the Apply Now button or contact Shannon Bunch on shannon.bunch@hawk-3.com
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