Wealth Management Admin to Paraplanner β€” Hybrid in Ipswich

Wealth Management Admin to Paraplanner β€” Hybrid in Ipswich

Ipswich Full-Time No working from home possible
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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.

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Wealth Management Admin to Paraplanner β€” Hybrid in Ipswich 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.

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Contact Details:

Financial Divisions Recruitment Team