Client Services Administrator

6 days ago


Whiteley, United Kingdom Heat Recruitment Ltd Full time
About the Role

We are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment Ltd. As a key member of our team, you will be responsible for providing administrative support to our financial planning team.

Key Responsibilities
  • Provide administrative support to our financial planning team, including data entry, document preparation, and correspondence.
  • Assist with the preparation of client reports, presentations, and other materials.
  • Develop and maintain knowledge of investment products, including ISAs, pensions, and bonds.
  • Communicate effectively with clients, colleagues, and other stakeholders, both verbally and in writing.
  • Contribute to the development of business growth strategies and initiatives.
Requirements
  • Previous experience in a similar role within a financial services firm.
  • Knowledge of investment products, including ISAs, pensions, and bonds.
  • Excellent communication and interpersonal skills.
  • Ability to work in a fast-paced environment and prioritize tasks effectively.
  • Desirable: Financial Services qualifications.
What We Offer
  • A competitive salary and benefits package.
  • Opportunities for career growth and professional development.
  • A dynamic and supportive work environment.
  • Flexible working arrangements, including hybrid working.


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