Financial Administrator (Wealth Management)

Financial Divisions; Ipswich; Hybrid; GBP 30,000 - 35,000; Full time

Benefits offered by this job

Study support

Hybrid working

Benefits package

Job summary

Financial Divisions, based in Ipswich, is seeking a Financial Administrator on a route to Paraplanner with a clear path for progression. The role offers hybrid working and a salary between £30,000 and £35,000 with study support.

You will support Paraplanners and Advisers, manage LOA end-to-end processes, and help prepare documentation and client communications. A background in wealth management and client service is preferred.

Qualifications

• 18+ months experience in wealth management as a Financial Administrator or client service co-ordinator.
• Experience supporting Paraplanners and Financial Advisers.
• Experience with LOA end-to-end processes and documentation prep.

Responsibilities

• Support Paraplanners and Advisors by preparing suitability documents.
• Manage LOA end-to-end process and client communications.
• Arrange and prepare documentation for Advisors.
• Conduct product research across markets to assist proposals.

Skills

Client service

Attention to detail

Communication

Job description

Role: Financial Administrator route to Paraplanner - Full-Time - Career Progression -

Location: Ipswich, Suffolk

Salary: £30,000 - £35,000 study support plus excellent benefits & hybrid working

Our 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.