Financial Administrator
5 hours ago
Financial Administrator Opportunity
We 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 contact, and dealing with all client tasks.
About the Role
This is a fantastic opportunity to join a growing business that has strong values and a clear vision for its future. You will be working with a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across multiple regions.
Key Responsibilities
- Assist Paraplanners and Financial Advisers in preparing suitability reports
- Manage the LOA end-to-end process
- Maintain client contact and deal with all client tasks
- Arrange and prepare documentation for Advisors
- Assist with product research
Requirements
We are looking for someone with 18 months + experience of working within wealth management as a Financial Administrator or client service coordinator. You will have excellent communication and organizational skills, with the ability to work in a fast-paced environment.
What We Offer
We offer a competitive salary, study support, hybrid working, and a supportive environment. If you are looking for a career, rather than a job, then this Financial Administrator opportunity could be perfect for you.
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