IFA Client Support

In a nutshell

We are looking for an ambitious, client service-oriented individual to join our Financial Planning team in Exeter.

You will play a crucial role in supporting our Financial Planners, building relationships with clients, and delivering exceptional service.

We offer a competitive salary, opportunities for professional development, and the chance to hone your skills in a collaborative atmosphere.

 If you’re looking for a role that combines responsibility, growth, and the satisfaction of making a positive impact on clients' lives, this is the opportunity for you!

Work location: Hybrid based in Exeter.

What you'll be doing day to day

• Building strong relationships with clients, maintaining regular contact
• Working closely with aligned Financial Planners to deliver excellent client service 
• Responding to client queries
• Liaising with operational teams such as paraplanners and business administrators
• Arranging client meetings and coordinating meeting packs (as required)
• Assisting clients with completion of application forms (as required)  
• Maintaining back-office systems and client records in line with company policies 

About you

• A strong client service ethic
• Professional, articulate, and confident in your approach 
• Strong (verbal and written) communication skills with a knack for building rapport.
• Highly organised, creative, 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 
• Discreet and professional in client interactions

Why work at Francis Clark Financial Planning 

We’re large enough to provide great career opportunities, yet small enough to care. Our team of 70 are based across eight offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Taunton, Torquay and Truro.

Our difference is that we help our clients achieve their goals by looking holistically at their financial situation, planning their lifetime finances for the future, whilst recognising that sustainability is a growing theme in investments. We take the worry of financial planning off our clients’ shoulders; we’ll listen, analyse and advise, giving them the best chance of achieving their aspirations.

Our people are the main reason why colleagues enjoy working here. We nurture a strong sense of belonging with a caring team culture, so that colleagues feel valued for what they bring to the business; we love to have fun and let our hair down too.

We are owned by PKF Francis Clark which means we have the backing of a firm which celebrated its centenary in 2019, has 54 partners and over 900+ members of staff, with annual revenue of over £55 million. The benefit of this for our clients is that, where appropriate, we work closely with our colleagues at PKF Francis Clark to fulfil our clients financial planning and accountancy needs under one roof.

Why work at PKF Francis Clark

As the largest firm of independent chartered accountants and business advisors in South West England, joining PKF Francis Clark brings opportunities to develop your career in a direction that interests you.

Having celebrated our centenary in 2019, we’re a team of nearly 1,000 people, based across our offices in Bristol, Exeter, Plymouth, Poole, Salisbury, Southampton, Taunton, Torquay and Truro.

Our culture is flexible and supportive, enabling you to be the best you can be. We work hard to ensure you can be yourself, develop and be part of a forward-thinking team that makes brilliant things happen. But don’t just take our word for it.

PKF Francis Clark is certified as a Great Place to Work. In 2024, we climbed nine places to 24 out of 105 large organisations on the list of the UK’s Best Workplaces.

We’re also ranked among the UK’s Best Workplaces for Women (33 out of 90 large organisations), Best Workplaces for Development (30 out of 100) and Best Workplace for Wellbeing (44 out of 100).

Workplace culture experts Great Place to Work also highlighted PKF Francis Clark as a top achiever among the UK’s Best Workplaces in Consulting & Professional Services.

And in recognition of our outstanding training programmes for graduates, school leavers and career changers, we’ve been ranked among England’s Top 100 Apprenticeship Employers for two years running.

Whilst we’re proudly independent, PKF Francis Clark is a member of the PKF Global family of firms – together we’re the 12th largest provider of accountancy services in the UK. Being part of a global community of business advisors in 150 countries provides opportunities to expand your horizons by connecting with PKF colleagues around the world.

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.