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This job expired on 05/10/2026. It no longer accepts applications.
Financial Administrator – Career Progression – Colchester
Financial Divisions · Colchester
Job description
About the role
Our client is a forward‑thinking wealth management firm based in Colchester, seeking a Financial Administrator to support Paraplanners and Financial Advisers. The role offers hybrid working, study support and a clear path for career progression.
Key responsibilities
- Support Paraplanners and Advisers in preparing suitability reports.
- Manage the Letter of Authority (LOA) process from start to finish.
- Maintain client contact and handle day‑to‑day client tasks.
- Arrange and prepare documentation required by Advisers.
- Assist with product research across the market.
Required profile
- Minimum 12 months experience in wealth management as a Financial Administrator or client service coordinator.
- Ability to work closely with Paraplanners and Advisers on client processes.
- Motivation to develop a long‑term career with study support.
What we offer
- Competitive salary of £30,000–£35,000 per year.
- Study support and excellent benefits.
- Hybrid working arrangement.
- Supportive environment with clear career development.
- Opportunity to join a growing business with strong values.
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Financial Divisions
Colchester
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