Wealth Management Admin to Paraplanner — Hybrid

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

Benefits offered by this job

Study support

Hybrid working

Career progression

Job summary

Financial Divisions in Ipswich is seeking a Financial Administrator on a full-time basis to support Paraplanners and Financial Advisers in a growing Wealth Management practice. The role offers career progression, study support, and hybrid working to fit with a proactive, client-focused team.

You will assist with market research, help prepare suitability reports, and manage LOA end-to-end processes while maintaining strong client contact and preparing documentation for Advisors.

Qualifications

• 18 months+ experience within wealth management as a Financial Administrator or client service coordinator.
• Hybrid working with study support available.
• Career progression opportunities within a growing Wealth Management firm.

Responsibilities

• Support Paraplanners and Financial Advisers with report preparation and LOA end-to-end processes.
• Assist with product research across the whole market.
• Maintain client contact and manage client tasks, documenting for Advisors.

Job description

Financial Divisions in Ipswich is seeking a Financial Administrator on a full-time basis to support Paraplanners and Financial Advisers in a growing Wealth Management practice. The role offers career progression, study support, and hybrid working to fit with a proactive, client-focused team.

You will assist with market research, help prepare suitability reports, and manage LOA end-to-end processes while maintaining strong client contact and preparing documentation for Advisors.