Financial Planning Administrator

4 days ago


Northampton, Northamptonshire, United Kingdom Heat Recruitment Full time

Job Opportunity: Financial Planning Administrator - Northampton - up to £28,000

The Opportunity:

We are seeking a highly skilled Financial Planning Administrator to join our team at Heat Recruitment. As a Financial Planning Administrator, you will provide high-quality technical administration and analytical support to our successful Financial Planners. You will be responsible for processing and monitoring complex business, both new and existing.

Key Responsibilities:

  • Provide administrative support to Financial Planners, including data entry, document preparation, and record-keeping.
  • Process and monitor complex business, including new business and existing client relationships.
  • Assist with the preparation of reports, presentations, and other materials as required.
  • Develop and maintain strong relationships with clients and internal stakeholders.
  • Contribute to the development of business growth strategies and initiatives.

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:

Heat Recruitment is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates. If you are a motivated and organized individual with a passion for financial services, we encourage you to apply for this exciting opportunity.



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