Financial Administrator

3 days ago


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

We 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 Paraplanners and Advisers to prepare suitability reports and documentation
  • Manage the full LOA process, from start to finish
  • Maintain client relationships and handle client tasks with professionalism and courtesy
  • Conduct product research across the whole of the market to stay up-to-date on industry developments
Requirements:
  • 12+ months of experience as a Financial Administrator or Client Service Coordinator within wealth management
  • Excellent communication and organizational skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively

We offer a competitive salary, full study support, and a defined career development plan to help you grow within our forward-thinking firm. If you're looking for a challenging and rewarding role in a dynamic company, we encourage you to apply.



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