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Financial Administrator

2 months ago

East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000
Financial Administrator Role

We are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and dealing with all client tasks.

The ideal candidate will have 18 months+ experience working within wealth management as a Financial Administrator or Client Service Coordinator. This is a fantastic opportunity to join a growing business with strong values and a clear vision for its future.

Key Responsibilities:

  • Support Paraplanners and Financial Advisers in preparing suitability reports
  • Manage the LOA end-to-end process
  • Maintain client contact and deal with all client tasks
  • Assist with product research

What We Offer:

  • Study support
  • Hybrid working
  • A supportive environment
  • Clearly defined career development

If you are looking for a career, rather than a job, and have a passion for wealth management, we encourage you to apply for this exciting opportunity.