Administrative Liaison

3 days ago


Welwyn Garden City, Hertfordshire, United Kingdom Heat Recruitment Ltd Full time
Job Overview

We are seeking an experienced Administrative Liaison to join our team at Heat Recruitment Ltd. In this role, you will be responsible for assisting in paraplanning activities and preparing information for suitability letters.

About the Role
  • This is a dynamic and growing financial planning firm with a rapidly expanding group of companies.
  • You will work in a hybrid environment with a base in Welwyn, Hertfordshire.
Key Responsibilities
  1. Preparing client engagement and compliance documentation.
  2. Team collaboration and coordination.
Requirements
  • At least 2 years of experience in a Financial Advisory practice, preferably in an Administrator or similar role.
  • Interest in financial planning and wealth management.
Benefits
  • A comprehensive benefits package including medical and dental cover.
  • A full training and development plan.
  • Dynamic, friendly, and supportive team culture.
  • Flexible working arrangements to suit your lifestyle.
Salary

£32,500 per annum, depending on experience.



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