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Financial Administrator (to Paraplanner)-Full-Time-Career Progression-Colchester-£30,000-£35,000+..

Financial Divisions
Posted 13 hours ago, valid for 18 days
Location

Colchester, Essex CO6 3JQ, England

Salary

£30,000 - £36,000 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Our client, a growing wealth management firm in Colchester, Essex, is seeking a Financial Administrator with at least 18 months of experience in wealth management.
  • The role involves supporting Paraplanners and Financial Advisers by preparing suitability reports, managing client tasks, and conducting product research.
  • This position offers study support, hybrid working, and excellent benefits in a supportive environment with clear career development opportunities.
  • Candidates looking for a long-term career rather than just a job are encouraged to apply, as this role provides a high degree of variety.
  • Interested applicants should send their CV to Joanna Clark, as interviews are expected to start next week.

+ study support, excellent benefits & hybrid working

Our client, a forward-thinking and growing wealth management firm based in Colchester, Essex, is seeking an additional Financial Administrator. With offices across several regions, they have enjoyed continued growth through both organic and acquisition activities. The role will support Paraplanners and Financial Advisers within their Essex office.

As a Financial Administrator, you will collaborate with Paraplanners and Advisors, assisting in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client contact, handling all client tasks, and arranging and preparing documentation for Advisors.

This role offers a high degree of variety as you will work across the whole market, including assisting with product research. The ideal candidate will have 18 months or more experience working within wealth management as a Financial Administrator or client service coordinator. This position provides study support, hybrid working, a supportive environment, and clearly defined career development.

If you are seeking a career rather than just a job, this Financial Administrator opportunity could be perfect for you. This is a fantastic chance to join a growing business with 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 your CV to Joanna Clark

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.