Current jobs related to Financial Administrator - Colchester, Essex - Artemis Recruitment Consultants Ltd

  • Financial Administrator

    5 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...

  • Financial Administrator

    6 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...

  • Financial Administrator

    1 week ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...

  • Financial Administrator

    1 week ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...

  • Financial Administrator

    3 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...

  • Financial Administrator

    3 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...

  • Financial Administrator

    8 hours ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in their daily tasks.Key Responsibilities:Prepare suitability reports and documentation for our Financial...

  • Financial Administrator

    12 hours ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in their daily tasks.Key Responsibilities:Prepare suitability reports and documentation for our Financial...

  • Financial Administrator

    6 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...

  • Financial Administrator

    6 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...

  • Financial Administrator

    4 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...

  • Financial Administrator

    4 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...

  • Financial Administrator

    2 weeks ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...

  • Financial Administrator

    2 weeks ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...

  • Financial Administrator

    2 weeks ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...

  • Financial Administrator

    2 weeks ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.Key...

  • Financial Administrator to Paraplanner Career Progression Wealth Management

    2 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...

  • Financial Administrator to Paraplanner Career Progression Wealth Management

    2 days ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...

  • Financial Administrator to Paraplanner Career Progression Wealth Management

    12 hours ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...

  • Financial Administrator to Paraplanner Career Progression Wealth Management

    15 hours ago

    Colchester, Essex, United Kingdom Financial Divisions Full time

    Financial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...

Financial Administrator

3 months ago

Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full time £20,000 - £25,000

This website uses cookies to ensure you get the best experience on our website. Learn more Got it , , Financial Administrator - Colchester - Artemis Recruitment Consultants

Financial Services

Colchester

06/04/2023

Type of Position: Financial Administrator - Colchester
Pay: £20k - £25k

Financial Administrator - Colchester

Our client is looking for a Financial Administrator to assist independent financial advisers and paraplanners in their busy practice. You will be responsible for ensuring that every task is carried out as instructed, while maintaining contact with the relevant people. You will be:

  • Keeping close contact between clients and colleagues
  • Retrieving new and historic information about individual clients
  • Holding records of every verbal, written or electronic communication with colleagues, clients and third parties
  • Working alongside financial advisers to obtain information as part of the process of creating financial reports
  • Assessing objectives for individual clients to target the necessary solution
  • Creating and presenting suitability letters to financial advisers, with a focus on the specific company policy and current regulations
  • Supporting additional needs on behalf of financial advisers such as acquiring information on processes in business, tax and any other fields that could benefit the client
  • Carrying out duties in accordance with the rules and regulations set out by the Financial Conduct Authority
  • Keeping a up to date with any developments in the world of finance to benefit the needs of clients.

This is a great opportunity to join a growing established practice and work alongside a team of professionals.

Please email your CV to

Apply for this job Your Name (required) Your Email (required) Phone Number (required) CV Upload If you are happy for us to contact you in the future with regards to the products or services we provide, please opt in by ticking the box. More information about what we do with the information that you provide in line with the General Data Protection Regulation can be found in our Privacy Policy . Recaptcha requires verification. I'm not a robot reCAPTCHA Privacy - Terms

Artemis Recruitment Consultants All Rights Reserved| Company Number: Registered In England & Wales| Website by

#J-18808-Ljbffr