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Experienced Financial Planning Professional

1 month ago


Leighton Buzzard, Central Bedfordshire, United Kingdom Heat Recruitment Ltd Full time £35,000

This is an exciting opportunity for an experienced Financial Planning Administrator to join a successful independent Financial Services firm based from their renovated office.

This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the team, which has been built on over 100 years of combined experience.

Key Benefits:

  • Flexible working
  • Working from home 2 days a week
  • 28 days plus bank holiday
  • Free parking

Requirements:

  • Previous experience within an IFA or Financial Planning Practice is essential
  • Experience in using Intelligent Office (IO) is advantageous
  • A strong knowledge of financial products - Pensions and Investments
  • Someone who enjoys building relationships with clients

Additional Benefits:

  • Refer a friend or colleague to us and receive £200 if we assist them in securing a new career