Financial Administrator
12 hours ago
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 Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, and maintaining client contact.
Key Responsibilities:
- Assist Paraplanners and Advisors in preparing suitability reports and managing the LOA process
- Maintain accurate and up-to-date client records and contact information
- Coordinate and arrange documentation for Advisors as needed
- Provide exceptional client service and support
- Contribute to the growth and development of our Wealth Management business
Requirements:
- 18 months+ experience in a Financial Administrator or Client Service Coordinator role within Wealth Management
- Excellent communication and organizational skills
- Ability to work in a fast-paced environment and prioritize tasks effectively
- Strong attention to detail and accuracy
- Proficiency in Microsoft Office and other relevant software
What We Offer:
- Study support and career development opportunities
- Hybrid working arrangement
- A supportive and collaborative team environment
- Competitive salary and benefits package
We are looking for a motivated and enthusiastic individual who is passionate about delivering exceptional client service and supporting the growth of our Wealth Management business. If you are a team player with a strong work ethic and a desire to learn and grow, we encourage you to apply for this exciting opportunity.
-
Financial Administrator
5 days ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator Role Overview **Job Summary:** We are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a vital role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining...
-
Financial Administrator
5 days ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator Role Overview **Job Summary:** We are seeking a highly skilled Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a vital role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining...
-
Financial Administrator
13 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact,...
-
Financial Administrator
10 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator RoleWe are seeking a highly skilled Financial Administrator to join our team at Financial Divisions in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, maintaining client contact,...
-
Financial Administrator
19 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator RoleWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, maintaining...
-
Financial Administrator
16 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial Administrator RoleWe are seeking a highly skilled and experienced Financial Administrator to join our team at Financial Divisions in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, maintaining...
-
Financial Administrator
17 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial 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 Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, and maintaining client...
-
Financial Administrator
14 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial 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 Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, and maintaining client...
-
Financial Administrator
14 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial 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 Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, and maintaining client...
-
Financial Administrator
11 hours ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Financial 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 Paraplanners and Financial Advisers in preparing suitability reports, managing the LOA end-to-end process, and maintaining client...
-
Financial Administrator
2 weeks ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Job SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a critical role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client contact, and dealing with...
-
Financial Administrator
2 weeks ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Job SummaryWe are seeking a highly skilled and motivated Financial Administrator to join our team at Financial Divisions. As a Financial Administrator, you will play a critical role in supporting our Paraplanners and Financial Advisers in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client contact, and dealing with...
-
Financial Administrator
2 weeks ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Job DescriptionRole: Financial AdministratorJob Type: Full-TimeIndustry: Wealth ManagementLocation: Colchester, EssexJob Type: Career Progression OpportunityAbout the Company: Our client is a forward-thinking and growing Wealth Management company with offices across various regions. They have experienced continued growth over the last year due to organic and...
-
Financial Administrator
2 weeks ago
East Anglia, United Kingdom Financial Divisions Full time £30,000 - £35,000Job DescriptionRole: Financial AdministratorJob Type: Full-TimeIndustry: Wealth ManagementLocation: Colchester, EssexJob Type: Career Progression OpportunityAbout the Company: Our client is a forward-thinking and growing Wealth Management company with offices across various regions. They have experienced continued growth over the last year due to organic and...
-
Database Administrator
12 hours ago
East Anglia, United Kingdom Mobilize Financial Services - UK Full timeJob Title: DBA AdministratorWe are seeking a highly skilled DBA Administrator to join our team at Mobilize Financial Services. As a key member of our data management team, you will be responsible for ensuring the quality, security, and performance of our databases.Key Responsibilities:Design and implement data architectures and models to support business...
-
Database Administrator
9 hours ago
East Anglia, United Kingdom Mobilize Financial Services - UK Full timeJob Title: DBA AdministratorWe are seeking a highly skilled DBA Administrator to join our team at Mobilize Financial Services. As a key member of our data management team, you will be responsible for ensuring the quality, security, and performance of our databases.Key Responsibilities:Design and implement data architectures and models to support business...
-
Database Administrator
17 hours ago
East Anglia, United Kingdom Mobilize Financial Services - UK Full timeJob Title: DBA AdministratorWe are seeking a highly skilled DBA Administrator to join our team at Mobilize Financial Services. As a key member of our data management team, you will be responsible for ensuring the quality, security, and performance of our databases.Key Responsibilities:Design and implement data architectures and models to support business...
-
Database Administrator
14 hours ago
East Anglia, United Kingdom Mobilize Financial Services - UK Full timeJob Title: DBA AdministratorWe are seeking a highly skilled DBA Administrator to join our team at Mobilize Financial Services. As a key member of our data management team, you will be responsible for ensuring the quality, security, and performance of our databases.Key Responsibilities:Design and implement data architectures and models to support business...
-
Financial Services Consultant
2 weeks ago
East Anglia, United Kingdom Quilter Financial Planning Full timeAbout Quilter Financial PlanningQuilter Financial Planning is a leading provider of financial services, dedicated to delivering high-quality advice and exceptional customer service.We are seeking a highly skilled and experienced Mortgage and Protection Specialist to join our team, working closely with our clients to provide tailored solutions to their...
-
Database Administrator
12 hours ago
East Anglia, United Kingdom Mobilize Financial Services - UK Full timeJob Title: DBA AdministratorWe are seeking a highly skilled DBA Administrator to join our team at Mobilize Financial Services. As a key member of our data management team, you will be responsible for ensuring the quality, security, and performance of our databases.Key Responsibilities:Design and implement data architectures and models to support business...
