Job Description
Financial Planning Support \n\nLocation: Exeter or Plymouth (hybrid working options available)\n\nJob type: 36.25 hours / 5 days per week however part time hours / days also considered\n\nSalary: £25,000 - £30,000 per annum\n\nHawk 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,\n\nThe 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.\n\nThe role:\n\nBuild relationships with clients\n\nCreate and maintain client records on back office system (Intelliflo Office)\n\nInteract with product providers and internal teams to implement Financial Planning advice\n\nWork in partnership with Financial Planners to deliver excellent client service\n\nEnsure compliance with regulatory standards and industry best practices\n\nAbout you:\n\nExperience within the financial services sector\n\nClient focused approach\n\nStrong knowledge of financial planning software and regulatory requirements\n\nAble to work well and communicate as part of a team\n\nBenefits:\n\nProfessional development and career growth opportunities\n\nFlexible and hybrid working options available\n\n25 days annual leave plus bank holidays\n\nDeath in service 3 x annual salary\n\nAccess to Westfield Rewards and Health scheme\n\n24 hour Employee Assistance Programme helpline\n\nBuy and sell holiday\n\nCycle to work scheme\n\nPayroll Charitable Giving\n\nPrivate medical insurance\n\nIntroducing clients and staff commission scheme\n\nPension 3% rising to 4% (but matched up to 6%) after 4 years' service.\n\nEnhanced Maternity and Paternity pay after one years' service.\n\nTo apply, please click the Apply Now button or contact Shannon Bunch on (url removed)