Financial Planning Support Specialist

1 week ago


Chester, Cheshire, United Kingdom Heat Recruitment Full time
Exciting Opportunity for an Experienced IFA Administrator

Heat Recruitment is seeking a highly skilled and organized IFA Administrator to join a leading financial planning and investment company in Chester Business Park. As a vital member of the team, you will provide exceptional support to several successful advisers and their high net worth clientele.

Key Responsibilities:
  • Provide administrative support to financial planners and advisers
  • Manage client relationships and maintain accurate records
  • Assist with financial planning and investment processes
  • Communicate effectively with clients and internal stakeholders
What We Offer:
  • Parking onsite
  • Discretionary Annual Bonus
  • 10% Employer Pension Contribution
  • Private Medical Insurance
  • Life Assurance
  • Annual Leave - minimum of 25 days
  • Additional days off at Christmas
  • Discounted gym membership
Requirements:
  • Previous experience in a financial planning or IFA Administrator role
  • Understanding of the financial planning and corporate advice process
  • Excellent communication and organizational skills

We are looking for a motivated and detail-oriented individual who is passionate about delivering exceptional client service. If you are a team player with a strong work ethic, we encourage you to apply for this exciting opportunity.



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