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Financial Administrator

2 months ago

Colchester, Essex, United Kingdom Financial Divisions Full time

Job Summary: We are seeking a highly organized and detail-oriented Financial Administrator to support our Paraplanners and Financial Advisers in our Essex office. As a key member of our team, you will play a vital role in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact, and handling all client tasks.

Key Responsibilities:

  • Assist Paraplanners and Advisors in preparing suitability reports and managing the LOA process
  • Maintain client contact and handle all client tasks, including arranging and preparing documentation
  • Support product research and assist with tasks across the whole of market
  • Work closely with the Paraplanners and Advisors to ensure seamless client service

Requirements:

  • 18 months+ experience working in wealth management as a Financial Administrator or Client Service Coordinator
  • Excellent organizational and communication skills
  • Ability to work in a fast-paced environment and prioritize tasks effectively
  • Strong attention to detail and ability to maintain confidentiality

About Us: Our client is a forward-thinking and growing Wealth Management company with a strong vision for its future. We offer a supportive environment, clearly defined career development opportunities, and a competitive benefits package.