Financial Planning Coordinator
1 week ago
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 RoleThis 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
- 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
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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Financial Planning Coordinator
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Northampton, Northamptonshire, United Kingdom Heat Recruitment Full timeFinancial Planning Administrator OpportunityWe 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 RoleThis is an exciting opportunity to work in a supportive...
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Financial Planning Coordinator
2 weeks ago
Northampton, Northamptonshire, United Kingdom Heat Recruitment Full timeFinancial Planning Administrator OpportunityWe 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 RoleThis is an exciting opportunity to work in a supportive...
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Financial Planning Coordinator
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Northampton, Northamptonshire, United Kingdom Heat Recruitment Full timeFinancial Planning Administrator Opportunity We are seeking a skilled Financial Planning Administrator to join our team at Heat Recruitment. As a Financial Planning Administrator, you will provide high-quality technical administration and analytical support to our successful Financial Planners. About the Role This is an exciting opportunity to work in a...
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Northampton, Northamptonshire, United Kingdom Heat Recruitment Full timeFinancial Planning Administrator OpportunityWe 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.The RoleResponsibilities will include processing and monitoring...
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