Wealth Management Financial Administrator - Hybrid & Study Support

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

Job summary

Financial Divisions, a Wealth Management firm based in Ipswich, is seeking a Financial Administrator to support Paraplanners and Financial Advisers across the Essex offices. The role involves preparing suitability reports, managing the LOA end-to-end process, maintaining client contact and handling all client tasks, and arranging documentation for Advisors.

Candidates with 12 months+ wealth management experience as a Financial Administrator or client service coordinator are preferred.

Qualifications

• 12+ months experience in wealth management as a Financial Administrator or client service coordinator.
• Experience supporting Paraplanners and Financial Advisers.
• Ability to prepare and manage suitability reports, LOA end-to-end.
• Hybrid working with study support offered.

Responsibilities

• Assist Paraplanners and Advisors with suitability reports and related documentation.
• Manage LOA end-to-end and client tasks.
• Maintain proactive client contact and respond to inquiries.
• Arrange and prepare documentation for Advisors.

Skills

Client service

Documentation

Research

Wealth management

Job description

Financial Divisions, a Wealth Management firm based in Ipswich, is seeking a Financial Administrator to support Paraplanners and Financial Advisers across the Essex offices. The role involves preparing suitability reports, managing the LOA end-to-end process, maintaining client contact and handling all client tasks, and arranging documentation for Advisors.

Candidates with 12 months+ wealth management experience as a Financial Administrator or client service coordinator are preferred.