Financial Planning Administrator
4 days ago
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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