Financial Planning Administrator

15 hours ago


Milton Keynes, Milton Keynes, United Kingdom Heat Recruitment Full time
Financial Planning Administrator Opportunity

We are supporting a leading and successful client that is looking to bring on an experienced Financial Planning Administrator to provide client-facing, administrative support within the business.

This Savings and Investments firm prides itself on a strong values-focused work culture that encourages training and study support progression. They are technologically forward-thinking, and have a strong history of promoting within.

Key Benefits:
  • Transparent Team Bonus Scheme
  • Exam Support with Bonuses
  • Free Onsite Car Parking
  • Charity Day
  • Wonderful Work Environment
  • Hybrid Working Available After 6-Month Probation
  • Staff Gym
  • Access to Electric Car Charging
  • Pension (Salary Exchange)
  • Valuable Life Assurance for Loved Ones
  • Private Medical Insurance
  • Optional Health Screening
Requirements:
  • Previous experience in a Financial Services Administration role
  • Excellent communication, interpersonal, and organisational skills
  • Experience using IT Systems and Software, including platform/provider websites and portals

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