Job Title: Financial Administrator
Salary: £30,000 - £35,000 plus study support, excellent benefits, and hybrid working options.
Location: Colchester, Essex
Company Overview
Our client is a forward-thinking and growing Wealth Management firm based in Colchester, Essex, with offices across multiple regions. They have experienced continued growth over the past year through organic and acquisition activities.
Role Overview
They are seeking an additional Financial Administrator to support Paraplanners and Financial Advisers within their Essex office. The role involves working closely with Paraplanners and Advisors to prepare suitability reports, manage the Letter of Authority (LOA) process end-to-end, maintain client contact, handle client tasks, and prepare documentation for Advisors.
Responsibilities
1. Assist with product research across the whole of the market.
2. Support the preparation of suitability reports.
3. Manage the LOA process from start to finish.
4. Maintain ongoing client contact and handle client-related tasks.
5. Arrange and prepare documentation for Advisors.
Candidate Requirements
* Minimum of 18 months experience working within wealth management as a Financial Administrator or Client Service Coordinator.
Benefits & Opportunities
* Study support for professional development.
* Hybrid working arrangements.
* Supportive environment with clear career progression.
If you are seeking a career rather than just a job, this opportunity offers a chance to join a growing business with strong values and a clear vision for the future. Our client aims to start interviews next week, so prompt applications are encouraged. Please send your CV to Sam Negbenebor at Financial Divisions.
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