Business Support

at  Francis Clark LLP

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.

• 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