Financial Services Coordinator Position

6 days ago


Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000

Job Summary:

Financial Divisions is seeking a highly skilled Financial Administrator to support the Paraplanners and Financial Advisers within our Essex office. As a Financial Administrator, you will work closely with the Paraplanners and Advisors to prepare suitability reports, manage the LOA end-to-end process, maintain client contact, and deal with all client tasks.

Key Responsibilities:

  • Assist Paraplanners and Advisors with 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 across the whole of market

Requirements:

  • 18 months + experience of working within wealth management as a Financial Administrator or client service coordinator
  • Strong communication and organizational skills
  • Ability to work in a fast-paced environment

What We Offer:

  • Study support
  • Hybrid working
  • A supportive environment
  • Clearly defined career development

About Us:

Financial Divisions is a forward-thinking and growing Wealth Management company based in Colchester, Essex. We have enjoyed continued growth over the last year as a result of both organic and acquisition activities. We are now looking for additional Financial Administrators to support our Paraplanners and Financial Advisers within our Essex office.



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