Senior Financial Planning Coordinator

4 days ago


Newbury, West Berkshire, United Kingdom Heat Recruitment Ltd Full time
Company Overview
At Heat Recruitment Ltd, we believe that our success is down to our people and processes. Our team of administrators and paraplanners are the backbone of this approach, and we're looking for someone exceptional to join us.

As an IFA Administrator, you will be a problem solver with excellent communication skills and attention to detail. You'll have previous experience in a financial planning environment, and be able to multitask, manage complex schedules, and meet deadlines.

Benefits
* Exam support
* Flexi working hours
* Home working (1 day a week)
* Pension scheme
* 25 days holiday plus bank holidays
* And more...

To be considered for this role, you'll need:
* Previous experience in a financial planning practice
* Good written and verbal communication skills
* Understanding of FCA regulations and products, and their practical application
* A professional, proactive attitude

Salary
£25,000 - £30,000 per annum.

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