Financial Services Coordinator

4 weeks ago


Kingston upon Thames, Greater London, United Kingdom Heat Recruitment Full time
IFA Administrator

We are seeking a highly organized and detail-focused administrator to join our team at Heat Recruitment. As an IFA Administrator, you will play a crucial role in supporting our clients in the wealth management sector.

Key Responsibilities:

  • Provide exceptional client service and support to high net worth clients
  • Manage administrative tasks with a high level of accuracy and efficiency
  • Develop and maintain strong relationships with clients and internal stakeholders
  • Stay up-to-date with industry developments and best practices

Requirements:

  • Minimum 2 years' experience in administration or client service within the wealth management sector
  • Excellent IT skills, including experience with Intelligent Office and other platforms
  • Strong communication and interpersonal skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

What We Offer:

  • A highly competitive salary
  • The opportunity to work in a dynamic and supportive team environment
  • Professional development and growth opportunities

About Us:

Heat Recruitment is a leading recruitment agency specializing in financial services and wealth management. We are passionate about delivering exceptional service to our clients and candidates.


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