Financial Planning Administrator

3 weeks ago


Chester, Cheshire, United Kingdom Heat Recruitment Ltd Full time
Financial Planning Administrator

Heat Recruitment Ltd is seeking an experienced Financial Planning Administrator to join their team. As an IFA Administrator, you will play a vital role in supporting several highly successful advisers and their HNW clientele.

Key Responsibilities:
• Provide administrative support to financial planners and their clients
• Maintain accurate records and databases
• Ensure compliance with industry regulations and standards

What We Offer:
• Competitive salary and benefits package
• Opportunities for career development and professional growth
• Collaborative and dynamic work environment

Requirements:
• Previous experience in a financial planning or IFA administration role
• Strong understanding of financial planning and corporate advice principles
• Excellent communication and organizational skills

Apply now to take the first step in your career as a Financial Planning Administrator.

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