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Financial Services Coordinator

2 months ago

Chelmsford, Essex, United Kingdom Financial Divisions Full time
Job Description

Role: Financial Administrator

Location: Colchester (Essex)

Job Type: Full-Time

Salary: £30,000 - £35,000 per annum

Benefits: Study support, excellent benefits, and hybrid working

About the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.

Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office.

Key Responsibilities:

  • Assist Paraplanners and Advisors in preparing suitability reports
  • Manage the LOA end-to-end process
  • Maintain client contact and deal with all client tasks
  • Arrange and prepare documentation for Advisors
  • Assist with product research

Requirements:

  • 18 months + experience 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

About the Opportunity: This is a brilliant opportunity for a career-driven individual to join a growing business with strong values and a clear vision for its future.