Career Progression, Study support plus excellent benefits & hybrid workingOur client a forward thinking and growing Wealth Management based in Colchester Essex , with offices across a number of regions. They have enjoyed continued growth over the last year as a result of both organic and acquisition activities. They are now looking for additional Financial Administrator to support for the Paraplanners and Financial Advisers within their Essex office. As a Financial Administrator you will be working with the Paraplanners and Advisors as they prepare the suitability reports, manage the LOA end to end process, maintain client contact and deal with all client tasks, arrange and prepare documentation for Advisors more.The Financial Administrator role offers a high degree of variety as they work across the whole of market, so you will assist with product research as part of your role. Our client is ideally looking for someone that has 18 months + experience of working within wealth management as a Financial Administrator or client service co-ordinator .This is a brilliant opportunity which offers study support, hybrid working, a supportive environment as well as clearly defined career development.If you are looking for a career, rather than a job, then this Financial Administrator opportunity could be perfect for you. This is a fantastic opportunity to join a growing business that has strong values and a clear vision for its future. Our client is looking to start interviews next week, so a prompt application is recommended. Please send cv to Sam Negbenebor at Financial Divisions.
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Financial Administrator to Paraplanner, Colchester, £30,000 - £35,000, Study support, Hybrid working
Financial Divisions
Posted 21 hours ago, valid for 24 days
Colchester, Essex CO6 3JQ, England
£30,000 - £36,000 per annum
Full Time
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Sonic Summary
- Our client, a forward-thinking Wealth Management firm based in Colchester, Essex, is seeking a Financial Administrator to support their Paraplanners and Financial Advisers.
- The role involves preparing suitability reports, managing the LOA process, maintaining client contact, and handling various client tasks.
- Candidates should have at least 18 months of experience in wealth management as a Financial Administrator or client service coordinator.
- This position offers a competitive salary, study support, hybrid working options, and opportunities for career progression in a supportive environment.
- Interested applicants are encouraged to apply promptly, as interviews are set to begin next week.