£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 12 days ago, valid for a month
Ipswich, Suffolk IP15BH, England
£25,000 - £30,000 per annum
Full Time
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Sonic Summary
- The position of Financial Administrator offers a salary range of £30,000 - £35,000, along with study support and excellent benefits.
- The role is based in Colchester, Essex, within a growing Wealth Management firm that has expanded through organic growth and acquisitions.
- Candidates should have at least 18 months of experience in wealth management, specifically as a Financial Administrator or client service coordinator.
- Responsibilities include supporting Paraplanners and Advisors, preparing suitability reports, managing client contact, and assisting with product research.
- This opportunity provides a supportive environment, hybrid working, and clear career development paths, making it ideal for those seeking a long-term career.
