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

Financial Divisions
Posted a day ago, valid for 4 days
Location

Ipswich, Suffolk IP15BH, England

Salary

£25,000 - £30,000 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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  • The client is a growing Wealth Management firm based in Ipswich, seeking a Financial Administrator to support Paraplanners and Financial Advisers.
  • The role involves preparing suitability reports, managing the LOA process, maintaining client contact, and assisting with product research.
  • Candidates should have at least 18 months of experience in wealth management as a Financial Administrator or client service coordinator.
  • The position offers a competitive salary, study support, hybrid working, and excellent benefits.
  • This opportunity is ideal for those looking for a career with defined development paths in a supportive environment.

plus study support plus excellent benefits & hybrid workingOur client a forward thinking and growing Wealth Management based in Ipswich, 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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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.