At a Glance
- Tasks: Support Paraplanners and Advisors in preparing reports and managing client tasks.
- Company: Forward-thinking Wealth Management firm with a supportive culture.
- Benefits: Salary of £30,000 – £35,000, study support, hybrid working, and excellent benefits.
- Other info: Clear career progression opportunities in a dynamic environment.
- Why this job: Join a growing business and kickstart your career in wealth management.
- Qualifications: 12 months+ experience in wealth management or client service coordination.
The predicted salary is between 30000 - 35000 £ per year.
Salary: £30,000 – £35,000 study support plus excellent benefits hybrid working Our client a forward thinking and growing Wealth Management based in Colchester Essex .
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 12 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 cle...
Financial Administrator route to Paraplanner – Full-Time – Career Progression, Colchester, Essex employer: Financial Divisions
Join a dynamic team as a Paraplanner, where you will benefit from a clear pathway to becoming a Financial Adviser, with competitive salaries and comprehensive training. Our supportive work culture fosters professional growth and collaboration, ensuring that you are well-equipped to excel in your career while enjoying a rewarding work-life balance.
