Financial Planning Specialist

1 month ago


Whiteley, United Kingdom Heat Recruitment Ltd Full time

We are seeking a skilled Financial Planning Specialist to join our team at Heat Recruitment Ltd. This exciting opportunity is for a Client Services Coordinator to work with a highly regarded IFA firm that specialises in all aspects of savings, investments and retirement planning.

This company prides itself on its amazing culture and would like another friendly individual to join them. As a Private Client Liaison, you will have the opportunity to work with a team that values fun and growth. This is an established company with L&D and team leaders to help support you through onboarding and to advance your knowledge/career.

Key Benefits:

  • Up to £32,000
  • 28 days' holiday plus bank holidays
  • Onsite parking
  • Life assurance
  • Income protection
  • DIS
  • Pension
  • Flexible benefits platform
  • Hybrid working - 2 days in the office
  • Exam support after probationary period

Requirements:

  • Previous experience in a similar role within an IFA Practice
  • Knowledge of investment products ISAs, Pensions, Bonds
  • Confident and competent communication skills, verbal and written
  • Any Financial Services qualifications are desired

If this specific Adviser Support Assistant vacancy is not exactly what you are looking for, please contact us to discuss other opportunities we may be recruiting for that aren't necessarily advertised. You can send your CV to this vacancy or contact us directly. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.



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