Financial Planning Coordinator
3 days ago
We are seeking a highly skilled and experienced Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will be responsible for providing administrative support to our financial planning team, ensuring the smooth operation of our business.
About the Role:
- Provide administrative support to our financial planning team, including data entry, document preparation, and filing.
- Assist with the preparation of client reports, presentations, and other materials.
- Develop and maintain knowledge of investment products, including ISAs, pensions, and bonds.
- Communicate effectively with clients, colleagues, and other stakeholders, both verbally and in writing.
- Contribute to the development of our team's knowledge and skills through training and professional development.
Requirements:
- Previous experience in a similar role within an IFA practice.
- Knowledge of investment products, including ISAs, pensions, and bonds.
- Excellent communication and interpersonal skills.
- Ability to work accurately and efficiently in a fast-paced environment.
What We Offer:
- A competitive salary of £28,000 - £32,000.
- 28 days' holiday plus bank holidays.
- Onsite parking.
- Life assurance.
- Income protection.
- DIS.
- Pension.
- Flexible benefits platform.
- Hybrid working - 2 days in the office.
- Exam support.
How to Apply:
If you are a motivated and experienced Financial Planning Administrator looking for a new challenge, please submit your application, including your CV and a cover letter, to Heat Recruitment Ltd. We look forward to hearing from you
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