Financial Administrator to Paraplanner Career Progression Wealth Management
4 weeks ago
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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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe 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 and Paraplanners in preparing suitability reports, managing the LOA end-to-end...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe 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 and Paraplanners in preparing suitability reports, managing the LOA end-to-end...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe 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...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe 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...
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