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Financial Planning Coordinator

2 months ago

Fareham, Hampshire, United Kingdom Heat Recruitment Full time
Exciting Opportunity for an IFA Administrator

We are seeking a highly skilled and experienced IFA administrator to join our team at Heat Recruitment. As a key member of our team, you will be responsible for providing administrative support to our financial advisors and ensuring the smooth operation of our office.

Key Responsibilities:

  • Providing administrative support to financial advisors, including data entry, document preparation, and correspondence
  • Managing client records and ensuring accurate and up-to-date information
  • Assisting with the preparation of reports and presentations
  • Coordinating travel arrangements and meetings

Requirements:

  • Previous experience in a similar role within an IFA practice
  • Knowledge of investment products, including ISAs, pensions, and bonds
  • Excellent communication and organizational skills
  • Ability to work accurately and efficiently in a fast-paced environment

What We Offer:

  • A competitive salary of up to £32,000
  • 28 days' holiday plus bank holidays
  • Life assurance and income protection
  • A flexible benefits platform
  • Hybrid working arrangement, with 2 days in the office

How to Apply:

If you are a motivated and organized individual with a passion for administration, please submit your CV and a cover letter outlining your experience and qualifications. We look forward to hearing from you