In a nutshell
Are you ready to make a real impact? Join our Business Support team, where you'll play an essential role in ensuring the smooth running of the business process, collaborating with financial planners and operational teams, working with innovative third-party platforms and delivering exceptional client service.
We’ll value your professionalism and commitment to quality, offering a competitive salary and hybrid/ flexible working in a supportive environment that encourages growth and personal development. If you're looking to advance your career while making a difference, this is the perfect opportunity for you!
Work location: Hybrid based in Exeter.
What you'll be doing day to day
* Collaborating with financial planners and other teams to enhance client service
* Processing new business applications, tracking to completion
* Administering existing client portfolios on third party platforms
* Preparing annual planning meeting packs
* Liaising with product providers to gather policy information
* Maintaining back-office systems and client records in line with company policies
About you
* A strong client service ethic
* Excellent attention to detail
* Good level of numerical skills
* Strong (verbal and written) communication and interpersonal skills
* Highly organised and enthusiastic team player
* Experience working in financial services/ knowledge of financial products desirable
* Empathetic and patient when handling challenging situations
* Ability to use judgement and reasoning to propose solutions to problems
Your core benefits
Financial benefits:
* Pension
* Group life assurance - up to four times your core salary
* Group income protection
* Health cash plan to help cover the costs of everyday healthcare
Health & Wellbeing benefits:
* Option to buy 5 extra days holiday*
* Counselling and support for you and your immediate family
* Virtual GP for you and your immediate family
* Cycle to work*
Other benefits:
* Medicash Extras providing you with shopping and gym discounts
* Gifts for career and family milestones
* One volunteering day per year to support local organisations
* Emergency funding from the Francis Clark Charitable Foundation
Please note
* These benefits are provided via a salary exchange and are subject to employee’s post exchange hourly rate remaining above the national minimum wage.
Job Type: Full-time
Schedule:
* Monday to Friday
Work Location: Hybrid remote in Exeter
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