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Financial Planning Coordinator

2 months ago


Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time
Exciting Opportunity for a Financial Planning Administrator

An established IFA firm in Fareham is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity to work with a highly regarded company that prides itself on its amazing culture and provides excellent support for career growth.

Key Benefits:
  • Competitive salary up to £32,000
  • 28 days holiday plus bank holidays
  • Life assurance and income protection
  • DIS and pension schemes
  • Flexible benefits platform
  • Hybrid working with 2 days in the office
  • Exam support after probationary period
  • Parking
Requirements:
  • Previous experience in a similar role within an IFA Practice
  • Knowledge of investment products ISAs, Pensions, Bonds
  • Confident and competent communication skills, verbal and written
  • Desirable: Financial Services qualifications

If you are a motivated and organized individual with a passion for financial planning, we encourage you to apply for this exciting opportunity. Please send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.