Heat Recruitment Ltd
Financial Planning Administrator
Job Location
Grove, United Kingdom
Job Description
This is an exciting opportunity for an experienced Financial Planning Administrator, to join a successful independent Financial Financial Services firm, based from their renovated office.
This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the team, which has been built on over 100 years of combined experience.
* Up to £35,000
* Flexible working
* Working from home 2 days a week
* 28 days plus bank holiday
* Exams paid for
* Free parking
What’s needed to be considered?
* Previous experience within an IFA or Financial Planning Practice is essential
* Experience in using Intelligent Office (IO) is advantageous
* A strong knowledge of financial products - Pensions and Investments
* Someone who enjoys building relationships with clients
What's next?
Apply today to be considered for this IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Adviser Assistant, Adviser Support, Technical Sales Support, Technical Planner
Location: Grove, GB
Posted Date: 10/5/2024
This firm focuses on providing a high-quality financial planning and investment management service to its valued clients, which has helped build the sound reputation of the team, which has been built on over 100 years of combined experience.
* Up to £35,000
* Flexible working
* Working from home 2 days a week
* 28 days plus bank holiday
* Exams paid for
* Free parking
What’s needed to be considered?
* Previous experience within an IFA or Financial Planning Practice is essential
* Experience in using Intelligent Office (IO) is advantageous
* A strong knowledge of financial products - Pensions and Investments
* Someone who enjoys building relationships with clients
What's next?
Apply today to be considered for this IFA Admin opportunity. If suitable, one of our specialist consultants will be in contact to discuss the opportunity with you in detail before submitting your CV to the client. Additionally, refer a friend or colleague to us and receive £200 if we assist them in securing a new career.
Synonyms: Client Services Administrator, Sales Support, Financial Adviser Assistant, Adviser Support, Technical Sales Support, Technical Planner
Location: Grove, GB
Posted Date: 10/5/2024
Contact Information
| Contact | Human Resources Heat Recruitment Ltd |
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