Financial Planning Administrator
3 weeks ago
Financial Planning Administrator
We are seeking a skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will provide administrative support to our Financial Planners, ensuring the smooth delivery of services to our clients.
Key Responsibilities:
- Provide administrative support to Financial Planners, including data entry, document preparation, and record-keeping.
- Assist with client communication, including responding to queries and providing updates on client cases.
- Contribute to the development of business processes and procedures to improve efficiency and effectiveness.
- Work collaboratively with the team to achieve business objectives and deliver high-quality services to clients.
Requirements:
- Good understanding of financial planning and pensions.
- Excellent communication and interpersonal skills.
- Ability to work in a fast-paced environment and prioritize tasks effectively.
- Proficient in Microsoft Office and other relevant software applications.
What We Offer:
- A competitive salary and benefits package.
- Opportunities for career development and progression.
- A supportive and collaborative team environment.
- Flexible working arrangements to achieve a healthy work-life balance.
How to Apply:
If you are a motivated and organized individual with a passion for financial planning, please submit your application, including your CV and a cover letter, to Heat Recruitment Ltd.
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