Financial Services Assistant

2 days ago


London, Greater London, United Kingdom Heat Recruitment Full time £33,000
About the Company and Role
We are working with a fantastic client who is looking for a talented Financial Planning Assistant to join their growing team. This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who wants to step into a role that combines meaningful support, development opportunities, and real work-life balance. As a Financial Planning Assistant, you will be responsible for providing essential support to financial planners, helping to maintain accurate records, respond to client queries, and ensure a high standard of service.

The Benefits
This role comes with a truly standout benefits package:
  • Generous 10% non-contributory pension – your future is well cared for.
  • Performance-based bonus scheme – be rewarded for your hard work.
  • Annual salary reviews – your growth matters to us.
  • Flexible working – with 3 days at home and 2 in the office, achieve a great work-life balance.
  • Professional development – full support for any certifications that will help you grow your career.
The estimated salary for this role is £33,000.

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