with study support, excellent benefits & hybrid working
Our client, a forward-thinking and growing wealth management firm based in Colchester, Essex, is seeking an additional Financial Administrator. With offices across several regions, they have enjoyed continued growth through both organic and acquisition activities. The role will support Paraplanners and Financial Advisers within their Essex office.
As a Financial Administrator, you will collaborate with Paraplanners and Advisors, assisting in the preparation of suitability reports, managing the LOA end-to-end process, maintaining client contact, handling all client tasks, and arranging and preparing documentation for Advisors.
This role offers a high degree of variety as you will work across the whole market, including assisting with product research. The ideal candidate will have 18 months or more experience working within wealth management as a Financial Administrator or client service coordinator. This position provides study support, hybrid working, a supportive environment, and clearly defined career development.
If you are seeking a career rather than just a job, this Financial Administrator opportunity could be perfect for you. This is a fantastic chance to join a growing business with strong values and a clear vision for its future. Our client is looking to start interviews next week, so a prompt application is recommended.
Please send your CV to Joanna Clark.