£30,000 - £35,000 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.
Back to searchFinancial Administrator route to Paraplanner, Full-Time, Career Progression, Ipswich, £30k - £35k
Financial Divisions
Posted 7 days ago, valid for 20 days
Ipswich, Suffolk IP15BH, England
£25,000 - £30,000 per annum
Full Time
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Sonic Summary
- Our client, a growing Wealth Management firm based in Colchester, Essex, is seeking a Financial Administrator with 18 months or more experience in wealth management.
- The position offers a salary range of £30,000 - £35,000, along with study support and excellent benefits, including hybrid working.
- Key responsibilities include supporting Paraplanners and Financial Advisers, preparing suitability reports, managing client tasks, and conducting product research.
- This role provides a diverse experience across the market and opportunities for career development in a supportive environment.
- Interested candidates are encouraged to apply promptly, as interviews are set to begin next week.
