Back Posted: Jun 21 2025

Financial Planning Support

Exeter, Devon , United Kingdom

Accountancy jobs >> Accounting/Financial/Insurance

Negotiable

Permanent

Name Confidential

Description

My client is an Age Top 50+50 firm of Accountants based in the South West, with over 300 team members across 16 offices.

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

As 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.

Main tasks:

• Build meaningful relationships with our clients.
• Create and maintain client records on our back-office system: Intelliflo Office.
• Interact with product providers and internal teams to implement Financial Planning advice.
• Work in partnership with our Financial Planners to deliver exceptional client service.
• Ensure compliance with regulatory standards and industry best practices.
• Follow processes and contribute to quality enhancement initiatives.

Requirements:

• 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.

Benefits:

• Supportive and collaborative work environment
• Opportunities for professional development and career growth.
• Chance to make a meaningful impact on our 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 Westfield 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.

Should you have any questions or wish to apply please do not hesitate to contact Clear IT Recruitment Limited.

Please 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

No. of positions available*: 1
Salary: Negotiable
Experience: None
Education: None
Post Date: June 21, 2025
Job id:. CV-91740
Position Type: Permanent
Applicants: 0
Views: 11

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