Financial Administrator to Paraplanner Career Progression Wealth Management

4 weeks ago


Colchester, Essex, United Kingdom Financial Divisions Full time
Financial Administrator to Paraplanner Career Progression Opportunity

We 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 in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and dealing with all client tasks.

Our ideal candidate will have 12 months + experience of working within wealth management as a Financial Administrator or client service coordinator. You will have excellent communication and interpersonal skills, with the ability to work effectively in a team environment. In return, we offer a competitive salary, study support, and a supportive environment that encourages creativity, innovation, and growth.

Key Responsibilities:

  • Support Financial Advisers in preparing suitability reports and managing the LOA end-to-end process
  • Maintain client contact and deal with all client tasks
  • Assist with product research and provide administrative support to the team
  • Contribute to the development of a supportive and nurturing environment that encourages creativity, innovation, and growth

What We Offer:

  • Competitive salary
  • Study support
  • Supportive environment that encourages creativity, innovation, and growth
  • Opportunity for career development and progression

We are looking for someone who is passionate about wealth management and has a strong desire to learn and grow with our company. If you are a motivated and organized individual who is looking for a career, rather than a job, then this is an excellent opportunity for you. Please send your CV to Sam Negbenebor at Financial Divisions for consideration.



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