Financial Services Coordinator

5 days ago


Chelmsford, Essex, United Kingdom Financial Divisions Full time
Job Description

Role: Financial Administrator

Location: Colchester (Essex)

Salary: £30,000 – £35,000 study support plus excellent benefits & hybrid working

About the Company: Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across various regions. They have experienced continued growth over the last year due to organic and acquisition activities.

Job Summary: We are seeking an experienced Financial Administrator to support the Paraplanners and Financial Advisers within our Essex office. As a Financial Administrator, you will work closely with the Paraplanners and Advisors to prepare suitability reports, manage the LOA end-to-end process, maintain client contact, and handle all client tasks.

Key Responsibilities:

  • Assist Paraplanners and Advisors in preparing suitability reports
  • Manage the LOA end-to-end process
  • Maintain client contact and handle all client tasks
  • Arrange and prepare documentation for Advisors
  • Assist with product research as part of your role

Requirements: We are ideally looking for someone with 18 months + experience of working within wealth management as a Financial Administrator or client service coordinator. This is a brilliant opportunity that offers study support, hybrid working, a supportive environment, and clearly defined career development.

About the Opportunity: This is a fantastic opportunity to join a growing business with strong values and a clear vision for its future. If you are looking for a career rather than a job, then this Financial Administrator opportunity could be perfect for you.



  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Job Type: Full-TimeSalary: £30,000 - £35,000 per annumBenefits: Study support, excellent benefits, and hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.Job Summary: We...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job DescriptionRole: Financial AdministratorLocation: Colchester (Essex)Job Type: Full-TimeSalary: £30,000 - £35,000 per annumBenefits: Study support, excellent benefits, and hybrid workingAbout the Company: Our client is a forward-thinking and growing Wealth Management company based in Colchester, Essex, with offices across various regions.Job Summary: We...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.Key Responsibilities:Assist Paraplanners...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:Financial Divisions is seeking a highly skilled and experienced Financial Administrator to join our team in Colchester, Essex. As a Financial Administrator, you will play a crucial role in supporting our Paraplanners and Financial Advisers in their daily tasks, ensuring the smooth operation of our business.Key Responsibilities:Assist Paraplanners...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled and experienced 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 their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled and experienced 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 their daily tasks, ensuring the smooth operation of our financial services.Key Responsibilities:Assist Paraplanners and...


  • Chelmsford, Essex, United Kingdom Noble Recruiting Full time

    A reputable Financial Services firm is seeking a detail-oriented Financial Services Administrator to join their team.Responsibilities:You will be responsible for supporting the advisor's and para planners with quality administration duties.Process new business casesLiaise with clients and support with any questions or queries they havePrepare client...


  • Chelmsford, Essex, United Kingdom Noble Recruiting Full time

    A reputable Financial Services firm is seeking a detail-oriented Financial Services Administrator to join their team.Responsibilities:You will be responsible for supporting the advisor's and para planners with quality administration duties.Process new business casesLiaise with clients and support with any questions or queries they havePrepare client...


  • Chelmsford, Essex, United Kingdom Noble Recruiting Full time

    A reputable Financial Services firm is seeking a detail-oriented Financial Services Administrator to join their team.Responsibilities:You will be responsible for supporting the advisors and para-planners with quality administration duties.Process new business casesLiaise with clients and support with any questions or queries they havePrepare client reporting...


  • Chelmsford, Essex, United Kingdom Noble Recruiting Full time

    A reputable Financial Services firm is seeking a detail-oriented Financial Services Administrator to join their team.Responsibilities:You will be responsible for supporting the advisors and para-planners with quality administration duties.Process new business casesLiaise with clients and support with any questions or queries they havePrepare client reporting...


  • Chelmsford, Essex, United Kingdom Noble Recruiting Full time

    A reputable Financial Services firm, Noble Recruiting, is seeking a detail-oriented Financial Services Administrator to join their team.Responsibilities:You will be responsible for supporting the advisors and para-planners with quality administration duties:Process new business casesLiaise with clients and support with any questions or queries they...


  • Chelmsford, Essex, United Kingdom Noble Recruiting Full time

    A reputable Financial Services firm is seeking a detail-oriented Financial Services Administrator to join their team.Responsibilities:You will be responsible for supporting the advisors and para-planners with quality administration duties.Process new business casesLiaise with clients and support with any questions or queries they havePrepare client reporting...


  • Chelmsford, Essex, United Kingdom Bionic Services Ltd Full time

    About Bionic Services LtdBionic Services Ltd is a leading provider of innovative finance solutions for small and medium-sized businesses in the UK. Our company is part of the Bionic Group, a business essentials service that offers a range of services to support businesses in their growth and development.We are committed to delivering exceptional customer...


  • Chelmsford, Essex, United Kingdom Bionic Services Ltd Full time

    About Bionic Services LtdBionic Services Ltd is a leading provider of innovative finance solutions for small and medium-sized businesses in the UK. Our company is part of the Bionic Group, a business essentials service that offers a range of services to support businesses in their growth and development.We are committed to delivering exceptional customer...


  • Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the CompanyTEMPLEGATE RECRUITMENT LIMITED is a leading recruitment agency specializing in Financial Services. Our team of experts provides top-notch recruitment solutions to clients across the industry.Job Title: IFA AdministratorWe are seeking a highly skilled and experienced IFA Administrator to join our team. As an IFA Administrator, you will be...


  • Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About the CompanyTEMPLEGATE RECRUITMENT LIMITED is a leading recruitment agency specializing in Financial Services. Our team of experts provides top-notch recruitment solutions to clients across the industry.Job Title: IFA AdministratorWe are seeking a highly skilled and experienced IFA Administrator to join our team. As an IFA Administrator, you will be...


  • Chelmsford, Essex, United Kingdom Bionic Services Ltd Full time

    About Bionic Services LtdBionic Services Ltd is a leading business comparison and switching service provider, dedicated to making it easier for small businesses to run efficiently and earn customer loyalty.We combine human expertise with smart technology and data to quickly match business owners with the best deals on their business essentials, including...


  • Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About Templegate Recruitment LimitedWe are a leading recruitment agency specializing in financial services. Our team is dedicated to providing exceptional recruitment services to our clients and candidates.Job SummaryWe are seeking a highly skilled and experienced Financial Services Administrator to join our team. As a Financial Services Administrator, you...


  • Chelmsford, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full time

    About Templegate Recruitment LimitedWe are a leading recruitment agency specializing in financial services. Our team is dedicated to providing exceptional recruitment services to our clients and candidates.Job SummaryWe are seeking a highly skilled and experienced Financial Services Administrator to join our team. As a Financial Services Administrator, you...


  • Chelmsford, Essex, United Kingdom Essex County Council Full time

    Exciting Opportunity: Transport Services Coordinator at Essex County Council Are you prepared to become a vital member of the Essex County Council team as a Transport Services Coordinator? This position entails collaborating effectively to guarantee that exceptional transport solutions are delivered to the residents of Essex. Primary Responsibilities ...