Financial Operations Coordinator
7 days ago
Job Summary:
Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.
Key Responsibilities:
- Assist Paraplanners and Advisors in preparing suitability reports and managing the LOA end-to-end process.
- Maintain client contact and deal with all client tasks, including arranging and preparing documentation for Advisors.
- Conduct product research and provide support across the whole of market.
- Work closely with the Paraplanners and Advisors to ensure excellent client service and support.
Requirements:
- At least 18 months of experience working in a wealth management or financial services environment as a Financial Administrator or Client Service Coordinator.
- Excellent communication and organizational skills, with the ability to work in a fast-paced environment.
- Strong attention to detail and ability to maintain confidentiality.
- Ability to work in a team environment and provide excellent support to colleagues.
What We Offer:
- A competitive salary of £30,000 - £35,000, plus study support and excellent benefits.
- A hybrid working arrangement, allowing for a great work-life balance.
- A supportive and collaborative work environment, with opportunities for career development and growth.
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