Financial Administrator
2 days ago
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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