Financial Administrator to Paraplanner Career Progression Wealth Management
18 hours 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 and Paraplanners in preparing suitability reports, managing the LOA end-to-end process, and maintaining client contact.
Key Responsibilities:
- Assist Financial Advisers and Paraplanners 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
- Support the team in product research and other administrative tasks
Requirements:
- 12 months + experience of working within wealth management as a Financial Administrator or client service co-ordinator
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
What We Offer:
- Study support and a supportive environment
- Clearly defined career development plan
- Opportunity to work with a growing business with strong values and a clear vision for its future
We are looking for someone who is passionate about career progression and is eager to take on new challenges. If you are a motivated and organized individual with a strong work ethic, we would love to hear from you.
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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 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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