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Financial Planning Administrator
2 months ago
We are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As an IFA administration professional, you will play a crucial role in supporting our clients and advisers in all aspects of savings, investments, and retirement planning.
Key Responsibilities- Provide administrative support to our IFA team, ensuring seamless day-to-day operations.
- Assist in the preparation and maintenance of client records, including financial plans and investment portfolios.
- Communicate effectively with clients and advisers, responding to queries and resolving issues in a timely manner.
- Contribute to the development and implementation of new business initiatives, working closely with our IFA team.
- Collaborate with our team leaders to identify areas for improvement and implement process enhancements.
- A competitive salary and benefits package, including 28 days holiday plus bank holidays.
- Opportunities for professional development and career advancement.
- A dynamic and supportive work environment, with a focus on teamwork and collaboration.
- Flexible working arrangements, including hybrid working options.
- A comprehensive training program, including knowledge of investment products such as ISAs, Pensions, and Bonds.
- Relevant Financial Services qualifications, such as the Certificate in Financial Planning.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with clients and colleagues.
- Strong organizational and administrative skills, with attention to detail and ability to prioritize tasks effectively.
- Ability to work in a fast-paced environment, with a high level of adaptability and flexibility.
