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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.

The Role

Responsibilities will include processing and monitoring complex business, both new and existing. You will have the opportunity to work in a supportive team environment where progression is strongly supported.

Benefits
  • 25 days holiday plus bank holidays
  • Pension scheme with 5% employer contribution
  • Career progression opportunities
  • Two paid study leave days per exam and study support
  • Flexible/hybrid working (following successful probationary period)
  • Company socials/events
  • Health and wellbeing support
  • Cash plan
  • Income Protection
About Us

At Heat Recruitment, we pride ourselves on providing a personal, independent, and bespoke wealth management service to high net worth clients. We are committed to delivering exceptional results and building long-lasting relationships with our clients.

We are looking for a talented and motivated individual to join our team and contribute to our continued success. If you are passionate about financial planning and administration, we encourage you to apply for this exciting opportunity.