Senior Financial Coordinator

1 day ago


Cheltenham, Gloucestershire, United Kingdom Heat Recruitment Full time
About the Role

We are currently looking for an experienced Senior Financial Coordinator to join our team at Heat Recruitment.

Key Responsibilities
  • Assist Financial Planners in liaising with clients, ensuring all queries are addressed promptly and efficiently.
  • Obtain and analyse technical information from various providers to inform financial planning decisions.
  • Conduct thorough research and present findings to support informed decision-making.
  • Create detailed cash flow plans for clients, taking into account their objectives and needs.
  • Prepare high-quality suitability reports, requiring a deep understanding of technical knowledge and regulations.
What We Offer
  • A salary range of £38,000 - £50,000 per annum, based on experience.
  • A comprehensive holiday package, including 25 days annual leave and bank holidays.
  • A wellbeing program and further study support to help you grow professionally and personally.
  • A quarterly bonus scheme tied to individual performance, providing opportunities for growth and recognition.


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