Financial Planning Administrator

6 days ago


Winchester, Hampshire, United Kingdom Heat Recruitment Ltd Full time £32,000
Job Description

**Financial Planning Administrator - IFA Support Role**

We are seeking a highly skilled and motivated Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will play a vital role in supporting our IFA firm in all aspects of savings, investments, and retirement planning.

Key Responsibilities:

  • Provide administrative support to our IFA team, ensuring seamless day-to-day operations.
  • Assist in the preparation of client reports, statements, and other documentation.
  • Manage client data and maintain accurate records.
  • Develop and maintain knowledge of investment products, including ISAs, Pensions, and Bonds.
  • Collaborate with team members to achieve business objectives and goals.

What We Offer:

  • A competitive salary and benefits package.
  • Opportunities for professional development and career advancement.
  • A dynamic and supportive work environment.
  • Flexible working arrangements, including hybrid working options.

Requirements:

  • Relevant Financial Services qualifications or experience.
  • Excellent communication and interpersonal skills.
  • Ability to work accurately and efficiently in a fast-paced environment.
  • Strong problem-solving and analytical skills.

How to Apply:

If you are a motivated and detail-oriented individual with a passion for financial planning, please submit your application, including your resume and a cover letter, to us. We look forward to hearing from you



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