Financial Administrator route to Paraplanner, Full-Time, Colchester (Essex), £30k - £35k, hybrid

ZipRecruiter; Colchester; Hybrid; GBP 30,000 - 35,000; Full time

Job summary

Join a forward-thinking Wealth Management firm as a Financial Administrator in Colchester. This role supports Paraplanners and Advisors, focusing on preparing suitability reports and managing client interactions. With hybrid working options and study support for professional development, this position offers a supportive environment and clear career progression. If you're looking for a meaningful career in a growing business with strong values, this opportunity is perfect for you.

Benefits

Study support for professional development

Hybrid working arrangements

Supportive environment with clear career progression

Qualifications

• Minimum of 18 months experience in wealth management as a Financial Administrator.
• Experience in preparing suitability reports and managing client tasks.

Responsibilities

• Assist with product research across the whole market.
• Support preparation of suitability reports and manage LOA process.
• Maintain ongoing client contact and handle related tasks.

Skills

Wealth Management Experience

Client Service Coordination

Report Preparation

Product Research

Job description

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.