Financial Administrator
3 weeks ago
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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Financial Administrator
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityOur 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...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityOur 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...
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4 days ago
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator OpportunityWe are seeking a highly organized and detail-oriented Financial Administrator to join our team in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Prepare suitability...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their Essex office.Key Responsibilities:Collaborate with Paraplanners and Advisers to prepare suitability reports and...
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Financial Administrator
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their Essex office.Key Responsibilities:Collaborate with Paraplanners and Advisers to prepare suitability reports and...
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3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in their daily tasks.Key Responsibilities:Prepare suitability reports and documentation for our Financial...
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring seamless client service and efficient operations.Key Responsibilities:Collaborate with...
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...
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Financial Administrator
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key Responsibilities:Collaborate with...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator RoleWe are seeking a highly organized and detail-oriented Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers in their daily tasks, ensuring the smooth operation of our wealth management services.Key...