Financial Administrator
4 weeks ago
We are seeking two highly organized and motivated individuals to join our client's team as Financial Administrators in their Colchester and Ipswich offices.
This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. The successful applicants will provide support to financial advisers and have the opportunity to progress towards paraplanning.
Key Responsibilities:
- Process new business and submit to Business quality, utilizing external and internal systems
- Gather and correlate plan/policy information, produce valuations, and ensure a smooth and timely business process
- Liaise with product providers and utilize their online systems to gather valuations
- Maintain client records, process annual reviews, and new business processing using back-office systems
- Develop a broad knowledge of financial products, including individual and employer pension knowledge, investments, and protection products
- Provide general administration and client servicing support as needed
The roles offer a competitive basic salary of £30-£35k and supporting benefits, with a genuine opportunity to develop as an administrator.
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Financial Administrator
4 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 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...
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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 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 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 Role in Wealth ManagementWe are seeking a skilled Financial Administrator to join our dynamic Wealth Management firm in Colchester, Essex. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth operation of our business.Key Responsibilities:Collaborate with Paraplanners and...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator Role in Wealth ManagementWe are seeking a skilled Financial Administrator to join our dynamic Wealth Management firm in Colchester, Essex. As a key member of our team, you will provide administrative support to our Financial Advisers, ensuring the smooth operation of our business.Key Responsibilities:Collaborate with Paraplanners and...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...
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Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Administrator to Paraplanner Career Progression OpportunityWe are seeking a highly motivated and organized Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a crucial role in supporting our Financial Advisers and Paraplanners in preparing suitability reports, managing the LOA end-to-end...
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Senior IFA Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeA prestigious opportunity has arisen for a Part Time Senior IFA Financial Administrator to join the esteemed Financial Divisions in Colchester. As a key member of the team, you will provide end-to-end administrative support to the Managing Director, ensuring seamless operations and exceptional client service. Your duties will include drafting LOAs, LOVs,...
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Senior IFA Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeA prestigious opportunity has arisen for a Part Time Senior IFA Financial Administrator to join the esteemed Financial Divisions in Colchester. As a key member of the team, you will provide end-to-end administrative support to the Managing Director, ensuring seamless operations and exceptional client service. Your duties will include drafting LOAs, LOVs,...
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Senior IFA Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timePart Time Senior IFA Administrator OpportunityA prestigious firm of Financial Planners in Colchester is seeking a highly skilled Part Time Senior IFA Administrator to join their team. As a key member of the support function, you will provide end-to-end administrative support to the Managing Director, ensuring the smooth operation of the business.Key...
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Senior IFA Administrator
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timePart Time Senior IFA Administrator OpportunityA prestigious firm of Financial Planners in Colchester is seeking a highly skilled Part Time Senior IFA Administrator to join their team. As a key member of the support function, you will provide end-to-end administrative support to the Managing Director, ensuring the smooth operation of the business.Key...
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Financial Planning Assistant
5 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Planning AssistantWe are seeking a highly motivated and detail-oriented Junior Paraplanner to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients, while also contributing to the growth and development of our business.Key Responsibilities:Assist...
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Senior IFA Administrator Position
5 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeA career opportunity has arisen for a Part Time Senior IFA Financial Administrator with 3 years- 5 years+ IFA Admin experience to join Financial Divisions, an established firm of Financial Planners based in Colchester.The successful candidate will be well-versed on end-to-end admin in a wealth planning firm, including drafting LOA's, LOV's, creating meeting...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Coast Specialist Recruitment Full timeWe are seeking two highly motivated and organized individuals to join our client's team as Financial Administrators in their Colchester and Ipswich offices.This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. As a Financial Administrator, you will provide support to...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Coast Specialist Recruitment Full timeWe are seeking two highly motivated and organized individuals to join our client's team as Financial Administrators in their Colchester and Ipswich offices.This is an exciting opportunity for a responsible and self-motivated candidate to develop their career in a fast-growing financial advice firm. As a Financial Administrator, you will provide support to...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Coast Specialist Recruitment Full timeWe are seeking two highly organized and self-motivated individuals to join our team as Financial Administrators in Colchester and Ipswich.As a Financial Administrator, you will provide administrative support to our financial advisers and have the opportunity to develop a longer-term career in a fast-growing financial advice firm.Key responsibilities will...
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Financial Administrator
3 weeks ago
Colchester, Essex, United Kingdom Coast Specialist Recruitment Full timeWe are seeking two highly organized and self-motivated individuals to join our team as Financial Administrators in Colchester and Ipswich.As a Financial Administrator, you will provide administrative support to our financial advisers and have the opportunity to develop a longer-term career in a fast-growing financial advice firm.Key responsibilities will...
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Junior Financial Planner
1 month ago
Colchester, Essex, United Kingdom Financial Divisions Full timeExciting Opportunity in Wealth ManagementWe are seeking a talented Junior Paraplanner to join our team at Financial Divisions, a well-established Wealth Management firm located in the UK. As a result of expansion and internal advancement, we are looking for a motivated individual to provide end-to-end Paraplanning support and contribute to the ongoing...
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Junior Financial Planner
1 month ago
Colchester, Essex, United Kingdom Financial Divisions Full timeExciting Opportunity in Wealth ManagementWe are seeking a talented Junior Paraplanner to join our team at Financial Divisions, a well-established Wealth Management firm located in the UK. As a result of expansion and internal advancement, we are looking for a motivated individual to provide end-to-end Paraplanning support and contribute to the ongoing...
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Junior Paraplanner
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeExciting Opportunity in Wealth ManagementWe are seeking a talented Junior Paraplanner to join our team at Financial Divisions, a well-established Wealth Management firm located in the UK. As a result of expansion and internal advancement, we are looking for a motivated individual to provide end-to-end Paraplanning support and contribute to the ongoing...