Financial Administrator

3 weeks ago


Colchester, Essex, United Kingdom Financial Divisions Full time
Financial Administrator Opportunity

Our client, a forward-thinking and growing Wealth Management company based in Colchester, Essex, is seeking a Financial Administrator to support the Paraplanners and Financial Advisers in their Essex office.

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.
  • Arrange and prepare documentation for Advisors.
  • Conduct product research as part of the role.
Requirements:
  • 18 months + experience of working within wealth management as a Financial Administrator or Client Service Coordinator.
  • Excellent 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 opportunities.


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