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Financial Services Coordinator

2 months ago

Essex, United Kingdom Financial Divisions Full time

Job Summary:

We are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client contact, and dealing with all client tasks.

Key Responsibilities:

  • Assist Paraplanners and Advisors in preparing suitability reports and managing the LOA process
  • Maintain client contact and deal with all client tasks
  • Arrange and prepare documentation for Advisors
  • Support with product research across the whole of market

Requirements:

  • 18 months + experience of 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 and prioritize tasks effectively

About Us:

Financial Divisions is a growing wealth management company with a strong vision for its future. We offer a supportive environment, clearly defined career development, and a range of benefits. If you are looking for a career, rather than a job, and are passionate about financial services, we would love to hear from you.