Financial Planning Assistant - Heat Recruitment : Job Details

Location: Birmingham (Hybrid: 3 days from home, 2 in the office)Salary: £33,000 (flexible) + Excellent Benefits & Bonus

We’re working with a fantastic client who is looking for a Financial Planning Assistant to join their growing team. This is an excellent opportunity for someone with 2-3 years of experience in financial services administration who’s ready to step into a role that combines meaningful support, development opportunities, and real work-life balance.

The Role:As a Financial Planning Assistant, you’ll provide essential support to financial planners, helping to maintain accurate records, respond to client queries, and ensure the highest standard of service is delivered at all times. With a focus on using Figaro and Intelligent Office (IO), you’ll also play a key part in managing client information and fostering strong relationships across the business.

Why You’ll Love It Here:This role comes with a truly standout benefits package:

• Generous 10% non-contributory pension - your future is well cared for.
• Performance-based bonus scheme - be rewarded for your hard work.
• Annual salary reviews - your growth matters to us.
• Flexible working - with 3 days at home and 2 in the office, achieve a great work-life balance.
• Professional development - full support for any certifications that will help you grow your career.

You’ll also be joining a company with a flat hierarchy that values collaboration and creates an environment where everyone’s voice is heard.

If you’re looking for a step up in your career with a company that values its people, offers a clear path for development, and provides genuine flexibility, this is an opportunity not to miss!