Training Administrator

3 weeks ago


Westhill Aberdeenshire, United Kingdom Heat Recruitment Ltd Full time €28,000

Up to £28,000 (depending on experience)
Monday - Friday
During a period of growth, our partner is looking for someone to provide high quality Financial Planning Administrative and analytical support to the successful Financial Planners at the firm.
Supporting Paraplanners/Planners: collating information to support financial planning processes using various software systems
Analysis: comparing products and providers with Financial Express Analytics & Selectapension
Quotes & Paperwork: Preparation for various products, i.e. pensions, ISAs, bonds
Preparing suitability letters for new business covering pensions, bonds, ISA, annuities, protection, and investment actions
Career Advancement Programme
Competitive holiday entitlement increasing after 5 years’ service including your birthday off.
Enhanced Family Friendly Policy
Generous Training & Development support and financial assistance
Group Life Assurance
matched employer pension contributions 
Private Medical Insurance



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