Junior Financial Services Administrator

2 weeks ago


Manchester, United Kingdom Heat Recruitment Ltd Full time
About the Role

We are seeking a highly organized and detail-oriented Junior Financial Services Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will provide administrative support to our financial planning department, ensuring the smooth operation of our business.

Key Responsibilities
  • Provide administrative support to our financial planning team, including data entry, document preparation, and record-keeping.
  • Assist with client onboarding, including gathering and verifying client information.
  • Support the preparation of financial plans and reports, including data analysis and presentation.
  • Develop and maintain relationships with clients, providing exceptional customer service and support.
  • Collaborate with internal teams to ensure seamless communication and workflow.
Requirements
  • Passion for financial planning and a desire to develop a career in this field.
  • Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
  • Proficiency in Microsoft Excel and other Microsoft Office applications.
  • Ability to work in a fast-paced environment and prioritize multiple tasks and deadlines.
  • Professional, proactive, and positive attitude, with a strong work ethic and commitment to excellence.
What We Offer
  • A competitive salary and benefits package, including a 5% pension contribution.
  • Opportunities for career development and growth, including training and support for professional certifications.
  • A dynamic and supportive work environment, with a strong team culture and commitment to excellence.

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