Job Title

Financial Planning SupportIf the following job requirements and experience match your skills, please ensure you apply promptly.Exeter (or Plymouth)25k - 30k (DOE)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 youll 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 initiativeWhat were 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 environmentOpportunities 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.The Curve Group is a dynamic Recruitment Services and Human Resources business with an ongoing mission to transform the working lives of the people it does business with. Our full Privacy Policy is available at https://www.thecurvegroup.co.uk/privacy-policy/