Financial Planning Coordinator

5 days ago


Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Ltd Full time
Exciting Opportunity for a Financial Planning Administrator

An established IFA firm in Penarth is seeking a skilled Financial Planning Administrator to join their team. This is a fantastic opportunity for someone to develop their career in a dynamic and supportive environment.

Key Responsibilities:

  • Providing administrative support to the IFA team
  • Assisting with client onboarding and data management
  • Preparing and maintaining client records and reports
  • Coordinating with internal teams to ensure seamless service delivery

Requirements:

  • Previous experience in a similar role within an IFA Practice
  • Knowledge of investment products, including ISAs, Pensions, and Bonds
  • Excellent communication and organizational skills
  • Desirable: Financial Services qualifications

What We Offer:

  • A competitive salary of up to £32,000
  • 28 days holiday plus bank holidays
  • Life assurance and income protection
  • A flexible benefits platform
  • Hybrid working arrangement with 2 days in the office
  • Exam support after probationary period

About Us:

Heat Recruitment Ltd is a leading recruitment agency specializing in financial services. We pride ourselves on our exceptional service and commitment to finding the best candidates for our clients.



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