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Financial Planning Coordinator

2 months ago

Whiteley, United Kingdom Heat Recruitment Ltd Full time

IFA Administrator Opportunity

**About the Role**

We are seeking an experienced IFA 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 client communication
* Assist with the preparation of investment reports and other financial documents
* Develop and maintain knowledge of investment products, including ISAs, pensions, and bonds
* Provide excellent customer service to clients and internal stakeholders

**Requirements**

* Previous experience in a similar role within an IFA practice
* Knowledge of investment products and financial services regulations
* Excellent communication and organizational skills
* Ability to work in a fast-paced environment and prioritize multiple tasks

**What We Offer**

* Competitive salary and benefits package
* Opportunities for professional development and career advancement
* Collaborative and dynamic work environment

**How to Apply**

If you are a motivated and organized individual with a passion for financial services, please submit your application, including your CV and a cover letter, to this vacancy. We look forward to hearing from you