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Financial Planning Coordinator

2 months ago

Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time
Financial Planning Administrator Opportunity

We are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment. As a key member of our team, you will provide exceptional technical administration and analytical support to our successful Financial Planners.

About the Role

This is an exciting opportunity to work in a supportive team environment where progression is strongly supported. You will be responsible for processing and monitoring complex business, both new and existing, and will have the opportunity to work with a range of clients.

Key Responsibilities
  • Provide high-quality technical administration and analytical support to Financial Planners
  • Process and monitor complex business, both new and existing
  • Work in a supportive team environment with opportunities for progression
What We Offer

We offer a competitive salary, 25 days holiday plus bank holidays, pension scheme with 5% employer contribution, and career progression opportunities. You will also have the chance to work in a flexible/hybrid working environment and enjoy company socials/events.

Requirements

To be successful in this role, you will need to have excellent communication and organizational skills, as well as the ability to work in a fast-paced environment. You will also need to have a strong understanding of financial planning and administration principles.

How to Apply

If you are a motivated and organized individual with a passion for financial planning, please apply today. We look forward to hearing from you