Financial Planning Support

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 (url removed)