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Career Progression Opportunity in Wealth Management
2 months ago
We are seeking a highly motivated and organized Financial Administrator to support our team of Financial Advisers in our Essex office. As a Financial Administrator, you will play a crucial role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and dealing with all client tasks.
Our client prides themselves on having a supportive and nurturing environment, where every team member is valued and encouraged to thrive both professionally and personally. They recognize that success is built on the well-being of their people, and they strive to create a space where creativity, innovation, and growth are not only possible but celebrated.
This is a fantastic opportunity to join a growing business that has strong values and a clear vision for its future. You will have the opportunity to work across the whole of market, assisting with product research as part of your role. Our client is looking for someone with 12 months + experience of working within wealth management as a Financial Administrator or client service co-ordinator.
We offer a competitive salary, study support, and a supportive environment. If you are looking for a career, rather than a job, then this Financial Administrator opportunity could be perfect for you. Please send your CV to Sam Negbenebor at Financial Divisions for consideration.
