Financial Planning Coordinator

1 week ago


Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time
Financial Planning Administrator Opportunity

We are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment. As a key member of our team, you will provide exceptional technical administration and analytical support to our successful Financial Planners.

About the Role

This is an exciting opportunity to work in a supportive team environment where progression is strongly supported. You will be responsible for processing and monitoring complex business, both new and existing, and will have the opportunity to work with a range of clients.

Key Responsibilities
  • Provide high-quality technical administration and analytical support to Financial Planners
  • Process and monitor complex business, both new and existing
  • Work in a supportive team environment with opportunities for progression
What We Offer
  • 25 days holiday plus bank holidays
  • Pension scheme with 5% employer contribution
  • Career progression opportunities
  • Two paid study leave days per exam and study support
  • Flexible/hybrid working (following successful probationary period)
  • Company socials/events
  • Health and wellbeing support
  • Cash plan
  • Income Protection
Requirements

To be successful in this role, you will need to have excellent communication and organizational skills, as well as the ability to work in a fast-paced environment. You will also need to have a strong attention to detail and be able to maintain confidentiality.

We are looking for a motivated and enthusiastic individual who is passionate about delivering exceptional customer service. If you are a team player with a positive attitude and a strong work ethic, we would love to hear from you.



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