Financial Services Coordinator Position
6 days ago
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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Financial Services Coordinator Position
6 days ago
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