Operations Assistant

4 days ago


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

We are looking for an experienced Operations Assistant to join our team at Heat Recruitment Ltd. This is an exciting opportunity to work in a dynamic and growing financial planning firm with a rapidly expanding group of companies.

About the Firm
  • We are a leading provider of financial planning services.
  • We pride ourselves on delivering exceptional customer service.
Responsibilities
  1. Assisting in paraplanning activities.
  2. Preparing client engagement and compliance documentation.
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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