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Financial Administrator

2 months ago

East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000
Job Description

Role: Financial Administrator

Job Type: Full-Time

Industry: Wealth Management

Location: Colchester, Essex

Job Type: Career Progression Opportunity

About the Company: Our client is a forward-thinking and growing Wealth Management company with offices across various regions. They have experienced continued growth over the last year due to organic and acquisition activities.

Job Summary: We are seeking a Financial Administrator to support the Paraplanners and Financial Advisers within our Essex office. As a Financial Administrator, you will work closely with the Paraplanners and Advisors to prepare suitability reports, manage the LOA end-to-end process, maintain client contact, and deal with all client tasks.

Key Responsibilities:

  • Assist with product research as part of your role
  • Work across the whole of the market
  • Prepare and arrange documentation for Advisors
  • Maintain client contact and deal with all client tasks

Requirements:

  • 18 months + experience of working within wealth management as a Financial Administrator or client service coordinator
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment

What We Offer:

  • Study support
  • Hybrid working
  • Excellent benefits
  • Supportive environment
  • Clearly defined career development

About the Role: This is a brilliant opportunity for someone looking for a career rather than a job. Our client is a growing business with strong values and a clear vision for its future.