Financial Administrator

2 days ago


Chelmsford, Essex, United Kingdom Financial Divisions Full time

Job Summary:

We 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 their daily tasks, ensuring the smooth operation of our financial services.

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, including arranging and preparing documentation for Advisors.
  • Conduct product research and provide recommendations to support our financial services.
  • Work closely with our team to ensure excellent client service and support.

Requirements:

  • At least 18 months of experience working in a financial services or wealth management environment.
  • Strong communication and organizational skills, with the ability to work in a fast-paced environment.
  • Excellent attention to detail and ability to maintain confidentiality.
  • Ability to work in a team environment and provide excellent client service.

What We Offer:

  • A competitive salary and benefits package.
  • Study support and hybrid working arrangements.
  • A supportive and collaborative work environment.
  • Clearly defined career development opportunities.


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