Financial Planning Support Specialist

3 weeks ago


Rudheath, United Kingdom Heat Recruitment Ltd Full time
Financial Services Administrator

Due to growth, this company has an exciting opportunity for an experienced financial services professional to join as a Financial Services Administrator. This role sits within the Intermediary Sales Support Team and is crucial to providing a high-quality advice service to clients.

Key Responsibilities:
  • Dealing with queries from clients and IFAs, some of which being technical questions, which you will be expected to deal with to a high standard
  • Providing admin and technical support to various teams within the business such as (IFAs, Fund Managers, 3rd parties, Business Development team)
  • Inbound and outbound communication via the telephone
  • Dealing with complaints efficiently
  • Monitoring the team inbox

Full training is provided around technical knowledge, but you need to be able to pick up information around tax requirements, regulations, etc. The ideal candidate would have previous financial services experience and be confident on the phone, dealing with queries from clients/IFAs, etc.

What's on offer?
  • Discretionary Annual Bonus
  • 10% Employer Pension Contribution
  • Private Medical Insurance
  • Life Assurance
  • Annual Leave – minimum of 25 days
  • Additional days off at Christmas
  • Discounted gym membership

We are looking for individuals with experience within a financial planning practice or similar, excellent phone manner, and confidence dealing with queries via the phone. Strong problem-solving skills and the ability to work in a fast-paced environment are also essential.

Apply today to be considered for this opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail prior to submitting your CV to the client.



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