Financial Planning Coordinator
5 days ago
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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