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.
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Wealth Management Financial Administrator - Hybrid & Study Support in Colchester employer: Financial Divisions
As a leading financial advisory firm in London, we pride ourselves on fostering a supportive and collaborative work culture that prioritises employee well-being and professional growth. Our Chartered Financial Planners benefit from a balanced workload, hybrid working options, and the opportunity to engage deeply with an established HNW/UHNW client portfolio, ensuring a rewarding and meaningful career path without the pressure of business development.
