Financial Administrator

3 weeks ago


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

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

Our client, a forward-thinking and growing Financial Divisions company, is seeking a Financial Administrator to support the Paraplanners and Financial Advisers in their 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. You will also assist with product research and arrange documentation for Advisors.

This is a high-variety role that offers a supportive environment, clearly defined career development, and hybrid working. Our client is looking for someone with 18 months + experience in wealth management as a Financial Administrator or client service coordinator. If you are looking for a career rather than a job, this opportunity could be perfect for you.

Key Responsibilities:

  • Support Paraplanners and Financial Advisers in preparing suitability reports
  • Manage the LOA end-to-end process
  • Maintain client contact and handle all client tasks
  • Assist with product research
  • Arrange and prepare documentation for Advisors

What We Offer:

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


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