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Financial Services Coordinator
2 months ago
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 their daily tasks.
Key Responsibilities
- Assist Paraplanners and Advisors in preparing suitability reports and managing the LOA end-to-end process.
- Maintain client contact and deal with all client tasks, including arranging and preparing documentation for Advisors.
- Conduct product research as part of your role, working 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.
- Able to work in a fast-paced environment and prioritize tasks effectively.
About Us
Financial Divisions is a growing business with strong values and a clear vision for its future. We offer a supportive environment, clearly defined career development, and a range of benefits to our employees.
