Financial Administrator

3 days ago


Essex, United Kingdom Financial Divisions Full time £30,000 - £35,000

Financial Administrator Role Overview

**About the Role**

We are seeking a highly skilled 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 Essex office.

**Key Responsibilities**

* Assist Paraplanners and Advisors in preparing suitability reports and managing the LOA end-to-end process
* Maintain client contact and handle all client tasks, including arranging and preparing documentation for Advisors
* Work across the whole of market, assisting with product research as part of your role

**Requirements**

* 18 months + experience of working within wealth management as a Financial Administrator or client service coordinator
* Strong communication and organizational skills
* Ability to work in a fast-paced environment and prioritize tasks effectively

**What We Offer**

* Study support
* Hybrid working
* A supportive environment with clearly defined career development opportunities

**About Us**

Financial Divisions is a forward-thinking and growing Wealth Management company based in Colchester, Essex. We have enjoyed continued growth over the last year and are now looking for additional talent to join our team. If you are looking for a career rather than a job, this Financial Administrator opportunity could be perfect for you.



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