Financial Administrator route to Paraplanner - Full-Time - Career Progression -Wealth Management - Colchester
Salary: £26,000 - £30,000 (DOE) Study support plus excellent benefits & supportive environment
Our client a forward thinking and boutique Wealth Management firm based in Colchester are looking for a Financial Administrator to join their team. They have enjoyed continued growth over the last couple of years and as a result of both organic and acquisition activities they are now looking for additional Financial Administrator to support 3 of their 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 and more.
Our client prides themselves on having a supportive and nurturing environment, where every team member is valued and encouraged to thrive both professionally and personally. They recognize that success is built on the well-being of their people, and they strive to create a space where creativity, innovation, and growth are not only possible but celebrated.
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, a supportive environment as well as clearly defined career development plan.
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 clear vision for its future. Our client is looking to start interviews next week, so a prompt application is recommended. Please send cv to Sam Negbenebor at Financial Divisions.