Financial Planning Support Specialist

2 weeks ago


Elmbridge Worcestershire, United Kingdom Heat Recruitment Ltd Full time

We are seeking a skilled Financial Planning Administrator to provide high-quality technical administration and analytical support to our successful Financial Planners. The ideal candidate will have a strong understanding of investments and pensions, as well as any Financial Services qualifications.

Key Responsibilities:

  • Provide technical administration and analytical support to Financial Planners
  • Assist with the preparation of client reports and presentations
  • Support the development of new business opportunities
  • Contribute to the maintenance of accurate and up-to-date client records

What We Offer:

  • Competitive salary and benefits package
  • Opportunities for professional development and training
  • Collaborative and dynamic work environment
  • Discretionary bonuses and pension contributions

Requirements:

  • Previous experience in a Financial Planning role
  • Strong understanding of investments and pensions
  • Any Financial Services qualifications desired

How to Apply:

Please submit your application, including your CV and a cover letter, to Heat Recruitment Ltd.



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