Administrator - Immediate Start Required (Permanent)

2 weeks ago


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

Financial Planning Administrative Support - Exciting Opportunity at Growing Firm

  • Salary: up to £28,000 (based on experience)
  • Working Days: Monday to Friday

As our partner experiences expansion, they are seeking an individual to offer top-notch administrative and analytical assistance to the accomplished Financial Planners within the organization.

Responsibilities:

  • Supporting Paraplanners/Planners:
    - Gathering data to aid financial planning procedures utilizing diverse software systems
  • Analysis:
    - Conducting comparisons among products and providers through Financial Express Analytics & Selectapension
  • Quotes & Paperwork:
    - Preparing documentation for various products such as pensions, ISAs, and bonds
    - Creating suitability letters for new business encompassing pensions, bonds, ISAs, annuities, protection, and investment activities

Benefits:

  • Career Advancement Programme
  • Competitive holiday entitlement that increases post 5 years of service, including a day off on your birthday
  • Enhanced Family Friendly Policy
  • Comprehensive Training & Development support along with financial aid
  • Group Life Assurance
  • Employer-matched pension contributions
  • Private Medical Insurance

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