Job Details
Client: Heat Recruitment
Location: Coventry, United Kingdom
Job Category: Finance
EU work permit required: Yes
Job Reference:
18f52ed9fb53
Job Views:
9
Posted:
28.04.2025
Location:
COVENTRY
Salary: £24,000 - £28,000
Type: Permanent
Workplace: Hybrid
Ref: 87467
Job Description
We are working with a well-renowned financial planning firm seeking a Financial Planning Administrator to join their busy Meriden office. The role offers a competitive salary, flexible and home working options, and opportunities for career development through exams.
Key Responsibilities
* Processing new business: investments, pensions
* Liaising with third-party providers
* Providing administrative support to financial advisors
* Responding to client inquiries and service requests
* Preparing and reviewing necessary paperwork
* Facilitating client transactions
What We Offer
* Hybrid and flexible working arrangements
* 25 days holiday + 8 bank holidays
* 8% Employer contribution pension
* Life Assurance
* Auto-enrolment pension
* Exam/study support
* Free on-site parking
Next Steps
Apply today to be considered for this opportunity. Our consultants will contact you to discuss your skills and motivations, and may recommend other relevant opportunities. Refer a friend or colleague and receive £200 if we assist them in securing a new career.
Related Roles
Client Services Administrator, Sales Support, Client Support Administrator, Business Support, Client Delivery, IFA Admin, Financial Services Administrator, Financial Administrator, Wealth Administrator, Financial Planning Administrator
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