Financial Divisions in Ipswich, Suffolk is seeking a Financial Administrator to provide high-quality administrative support to Financial Advisers and their clients throughout the advice process.
Your responsibilities include completing file reviews, preparing information ahead of meetings, updating the CRM, processing valuations, and supporting the team with day-to-day client work. This role requires around 3 years in financial services and a Foundation-level qualification.
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Wealth Management Administrative Specialist 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.
