Financial Planning Administrator
6 days ago
**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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