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Financial Planning Administrator

2 months ago

Penarth, Vale of Glamorgan, United Kingdom Heat Recruitment Full time

Exciting Opportunity for a Financial Planning Administrator

We are working with a highly regarded IFA firm that specializes in all aspects of savings, investments, and retirement planning. They are seeking a friendly and skilled individual to join their team as a Financial Planning Administrator.

About the Company

This company prides itself on its amazing culture, which has been developed over the years. They offer a supportive environment where you can have fun and grow. The company has established itself with L&D and team leaders to help support you through onboarding and to help you advance your knowledge and career.

Benefits

  • Up to £32,000 per annum
  • 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

Requirements

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

What We Offer

Heat Recruitment is working with this company to find the perfect candidate for this role. If you are interested in this opportunity, please contact us to discuss further. We also offer a referral scheme, where you can refer a friend or colleague and receive £200 if we assist them in securing a new career.