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Financial Services Coordinator

2 months ago

Chelmsford, Essex, United Kingdom Financial Divisions Full time
Job Description

Role: Financial Administrator

Location: Colchester (Essex)

Salary: £30,000 – £35,000 study support plus excellent benefits & hybrid working

About the Company: Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across various regions. They have experienced continued growth over the last year due to organic and acquisition activities.

Job Summary: We are seeking an experienced 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 handle all client tasks.

Key Responsibilities:

  • Assist Paraplanners and Advisors in preparing suitability reports
  • Manage the LOA end-to-end process
  • Maintain client contact and handle all client tasks
  • Arrange and prepare documentation for Advisors
  • Assist with product research as part of your role

Requirements: We are ideally looking for someone with 18 months + experience of working within wealth management as a Financial Administrator or client service coordinator. This is a brilliant opportunity that offers study support, hybrid working, a supportive environment, and clearly defined career development.

About the Opportunity: This is a fantastic opportunity to join a growing business with strong values and a clear vision for its future. If you are looking for a career rather than a job, then this Financial Administrator opportunity could be perfect for you.