Private Client Administrator

6 days 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 proud to be working with this company to find the perfect candidate for this role. If you are a motivated and skilled individual looking to advance your career in financial planning, we encourage you to apply.



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