Financial Planning Administrator

7 days ago

Chester, Cheshire, United Kingdom Heat Recruitment Full time
Role:

As a Financial Planning Administrator, you will play a vital role in supporting a team of highly successful advisers and their high net worth clientele in a dynamic and award-winning financial planning and investment company.

The company, with over 30 years of experience, specializes in providing a wide range of services to private clients, corporations, and financial services professionals across the UK.

The Opportunity:

This is an exciting opportunity for an experienced Financial Planning Administrator to join the team and contribute to the financial planning process by providing administrative support and ensuring the smooth operation of the team.

You will benefit from working in an environment that provides industry-leading training and development, as well as exam support towards chartered status.

The company places a strong focus on diversity and inclusion.

What's on offer?

Parking onsite

Discretionary Annual Bonus

10% Employer Pension Contribution

Private Medical Insurance

Life Assurance

Annual Leave - minimum of 25 days

Additional days off at Christmas

Discounted gym membership

What's needed?

Previous experience within Financial Planning in an Administrator support role

Understanding of the full financial planning and corporate advice process

Experience dealing with a range of clients and confident in the processes involved in an Administrator role

Strong communication skills

What next?

Apply today to be considered for this opportunity.

If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.

We will aim to identify your specific skills and motivations, and where appropriate recommend other relevant opportunities to you that match your requirements.

Additionally, refer a friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career.

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