Financial Planning Coordinator

3 weeks ago


Whiteley, Hampshire, United Kingdom Heat Recruitment Ltd Full time
Exciting Opportunity for an IFA Administrator

An exciting opportunity has arisen for an experienced IFA administrator to join a highly regarded IFA firm in Fareham. The company prides itself on its amazing culture and is looking for a friendly individual to join their team.

About the Role

This is an established company with a strong focus on learning and development, offering a range of benefits including:

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

The ideal candidate will have previous experience in a similar role within an IFA practice, knowledge of investment products such as ISAs, Pensions, and Bonds, and confident and competent communication skills, both verbal and written. Financial Services qualifications are desired but not essential.

What We Offer

As a valued member of our team, you will have the opportunity to grow and develop your skills and knowledge, with a range of benefits and a supportive working environment. If you are interested in this exciting opportunity, please don't hesitate to contact us to discuss further.



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