Financial Planning Support, Exeter/Plymouth

Financial Planning Support

Exeter (or Plymouth)

Are you looking to develop your career and work for a leading financial service firm in the South West of England?

The organisation are committed to empowering their clients to achieve their financial goals. With a strong focus on innovation and client satisfaction, they have built a culture that puts their clients at the heart of everything they do.

We are currently looking for a Financial Planning Support to join the dynamic team in either their Exeter or Plymouth offices.

Your role:

As an experienced Financial Planning Support you will play a pivotal role in their success by collaborating with the Financial Planners to manage client relationships, work as a team, administer client files and liaise with product providers. Your expertise and diligence will drive the delivery of exceptional client service.

What you'll do:

• Build meaningful 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 exceptional client service.
• Ensure compliance with regulatory standards and industry best practices.
• Follow processes and contribute to quality enhancement initiative

What we are looking for:

• Proven experience as an administrator in the financial services sector.
• A focus on detail and communicating with both clients and providers.
• Strong knowledge of financial planning software and regulatory requirements.
• An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.
• Experience delivering outstanding client service.

What we offer:

• Supportive and collaborative work environment
• Opportunities for professional development and career growth.
• Chance to make a meaningful impact on clients' financial well-being.
• 36.25 hours / 5 days per week however part time hours / days also considered.
• Flexible and hybrid working arrangements available.
• 25 days annual leave plus bank holidays.
• Death in service 3 x annual salary.
• Access to the Rewards and Health scheme.
• 24-hour external Employee Assistance Programme helpline.
• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.
• Introducing clients and staff commission schemes.
• Pension 3% rising to 4% (but matched up to 6%) after 4 years' service.
• Enhanced Maternity and Paternity pay after one years' service.

Please apply to find out more.