Financial Administrator - Colchester

Artemis Recruitment Consultants; Colchester; On-site; GBP 25,000 - 35,000; Full time

Job summary

A growing financial practice in Colchester is looking for a Financial Administrator to support advisers and paraplanners. This role involves managing client communications, ensuring compliance, and preparing essential financial documents. The position offers a chance to be part of a professional team in a reputable environment.

Qualifications

• Ability to communicate effectively with clients and colleagues.
• Experience in financial administration or a related field.
• Knowledge of FCA rules and regulations is beneficial.

Responsibilities

• Maintain communication between clients and colleagues.
• Manage client information and documentation.
• Ensure compliance with FCA rules and regulations.

Skills

Communication

Client Management

Financial Compliance

Report Preparation

Job description

Social network you want to login/join with:

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Client:

Location:

Colchester, United Kingdom

Job Category:

Other

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EU work permit required:

Yes

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Job Reference:

f63ab7f9148f

Job Views:

5

Posted:

02.06.2025

Expiry Date:

17.07.2025

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Job Description:

Our client is seeking a Financial Administrator to support independent financial advisers and paraplanners. Responsibilities include:

• Maintaining communication between clients and colleagues
• Retrieving and managing client information
• Documenting all communications with relevant parties
• Collaborating with financial advisers to gather information for reports
• Assessing client objectives to recommend suitable solutions
• Preparing and presenting suitability letters adhering to company policies and regulations
• Supporting additional client needs related to business processes, tax, and other relevant fields
• Ensuring compliance with FCA rules and regulations
• Staying updated on financial industry developments

This role offers an excellent opportunity to join a growing, reputable practice and collaborate with a professional team.