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Financial Planning and Administration Specialist

2 months ago

Milton Keynes, Milton Keynes, United Kingdom Heat Recruitment Ltd Full time

We are supporting a leading and successful financial services company that is looking to bring on an experienced Financial Planning Administrator to provide client-facing, administrative support within the business.

This company prides itself on a strong values-focused work culture that encourages training and study support progression.

They are technologically forward-thinking, and have a strong history of promoting within.

Benefits:

  • Transparent team bonus scheme
  • Exam support with bonuses
  • After your 6 month probation, hybrid working is available
  • Free onsite car parking
  • Charity day
  • Wonderful work environment
  • Staff gym
  • Access to electric car charging
  • Pension (Salary Exchange)
  • Valuable Life Assurance for your loved ones
  • Private medical insurance
  • Optional health screening

To be considered for this opportunity, candidates need to have:

  • Previous experience in a Financial Services Administration role
  • Excellent communication, interpersonal and organisational skills
  • Experience using IT Systems and Software including platform/provider websites and portals

What We Offer:

  • A dynamic and supportive work environment
  • Opportunities for career progression and professional development
  • A competitive salary and benefits package

What You'll Need:

  • Previous experience in a Financial Services Administration role
  • Excellent communication, interpersonal and organisational skills
  • Experience using IT Systems and Software including platform/provider websites and portals