Financial Planning Support

My client is an Age Top 50+50 firm of Accountants based in the South West, with over 300 team members across 16 offices.\\n\\nThey are currently looking for a Financial Planning Support to join their dynamic team in either their Exeter or Plymouth offices.\\n\\nAs an experienced Financial Planning Support you will play a pivotal role in their success by collaborating with their 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.\\n\\nMain tasks:\\n\\n• Build meaningful relationships with our clients.\\n• Create and maintain client records on our back-office system: Intelliflo Office.\\n• Interact with product providers and internal teams to implement Financial Planning advice.\\n• Work in partnership with our Financial Planners to deliver exceptional client service.\\n• Ensure compliance with regulatory standards and industry best practices.\\n• Follow processes and contribute to quality enhancement initiatives.\\n\\nRequirements:\\n\\n• Proven experience as an administrator in the financial services sector.\\n• A focus on detail and communicating with both clients and providers.\\n• Strong knowledge of financial planning software and regulatory requirements.\\n• An understanding of how to communicate as part of a team, put your viewpoint across and listen to others.\\n• Experience delivering outstanding client service.\\n\\nBenefits:\\n\\n• Supportive and collaborative work environment\\n• Opportunities for professional development and career growth.\\n• Chance to make a meaningful impact on our clients’ financial well-being.\\n• 36.25 hours / 5 days per week however part time hours / days also considered.\\n• Flexible and hybrid working arrangements available.\\n• 25 days annual leave plus bank holidays.\\n• Death in service 3 x annual salary.\\n• Access to Westfield Rewards and Health scheme.\\n• 24-hour external Employee Assistance Programme helpline.\\n• Flexible benefits including Buy and Sell holiday, Cycle to Work, Payroll Charity Giving and Private Medical Insurance.\\n• Introducing clients and staff commission schemes.\\n• Pension 3% rising to 4% (but matched up to 6%) after 4 years’ service.\\n• Enhanced Maternity and Paternity pay after one years’ service.\\n\\nShould you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.\\n\\nPlease Note: Due to the number of applications we receive we may be unable to respond to every application directly. If you have not heard from us within 3 working days please assume your application has been unsuccessful