Job Title

Financial Planning SupportLocation: Exeter or Plymouth (hybrid working options available)Job type: 36.25 hours / 5 days per week however part time hours / days also consideredSalary: £25,000 - £30,000 per annumHawk 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 clientsCreate and maintain client records on back office system (Intelliflo Office)Interact with product providers and internal teams to implement Financial Planning adviceWork in partnership with Financial Planners to deliver excellent client serviceEnsure compliance with regulatory standards and industry best practicesAbout you:Experience within the financial services sectorClient focused approachStrong knowledge of financial planning software and regulatory requirementsAble to work well and communicate as part of a teamBenefits:Professional development and career growth opportunitiesFlexible and hybrid working options available25 days annual leave plus bank holidaysDeath in service 3 x annual salaryAccess to Westfield Rewards and Health scheme24 hour Employee Assistance Programme helplineBuy and sell holidayCycle to work schemePayroll Charitable GivingPrivate medical insuranceIntroducing clients and staff commission schemePension 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