Financial Services Trainer
6 days ago
Douglas Steers & Company is looking for a skilled Training and Competence Supervisor to join our team. As a key member of our team, you will play a vital role in supporting our IFAs to achieve their best performance.
Responsibilities- Carry out file review checks on pensions, investments, and protection to ensure compliance and accuracy.
- Hold regular one-to-one meetings with IFAs to discuss their progress and provide guidance.
- Develop and deliver training programs to equip IFAs with the knowledge and skills required to succeed in their roles.
- Assess IFA competency to identify areas for improvement and development.
- Conduct fitness and propriety assessments to ensure IFAs meet the required standards.
- Review and update policies, risk assessments, and procedures to ensure they remain effective and relevant.
To be considered for this role, you will need:
- A Level 4 Diploma or equivalent qualification.
- Proven experience working in an IFA environment.
- Strong communication and interpersonal skills.
In return for your expertise and hard work, we offer a competitive salary of £60,000 per year, plus a range of benefits including company pension, on-site parking, and the option to work from home.
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Financial Services Professional
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeRole OverviewWe are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Your ResponsibilitiesAs a pivotal member of the team, you will work alongside three Partners, contributing to the...
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Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment.Key Responsibilities:Collaborate with advisers to craft recommendationsConduct thorough research and analysis of...
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Financial Planning Assistant
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeFinancial Planning AssistantWe are seeking a highly motivated and detail-oriented Junior Paraplanner to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for providing exceptional service to our clients, while also contributing to the growth and development of our business.Key Responsibilities:Assist...
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Financial Planning Professional
2 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeCompany Overview:Financial Divisions is a leading wealth management team seeking a skilled paraplanner to advance towards a Servicing Financial Advisor position.About the Role:We are looking for a talented professional to collaborate closely with experienced advisers in a client-centric environment, supporting them in crafting recommendations and conducting...
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Colchester, Essex, United Kingdom Financial Divisions Full timeJob Title: Servicing Financial AdvisorJob Description:In our vibrant and client-centric environment, we are searching for a skilled and passionate individual to take the next step in their career as a paraplanner. This role provides a unique chance to collaborate closely with seasoned professionals and grow towards becoming a Servicing Financial Advisor.Key...
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Financial Professional for Credit Administration
4 weeks ago
Colchester, Essex, United Kingdom Financial Staffing Solutions Full timeThe role of a credit controller is to ensure timely and accurate payment processing from customers. Key responsibilities include chasing accounts, maintaining credit insurance databases, and advising on potential payment issues.As a credit controller at Financial Staffing Solutions, you will be responsible for managing client relationships and ensuring...
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Personal Trainer
6 days ago
Colchester, Essex, Essex, United Kingdom David Lloyd Clubs Full timePersonal Trainer - ColchesterWould you like to join the largest Health and fitness operator in Europe where YOU choose your Personal Training price point, have a personal development plan and centralised marketing to help you grow your client base? A career with David Lloyd Clubs as a Personal Trainer is hugely rewarding. We like to think we have the best...
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Financial Services Specialist
1 month ago
Colchester, Essex, United Kingdom TEMPLEGATE RECRUITMENT LIMITED Full timeAbout the Company:We are a leading recruitment agency, TEMPLEGATE RECRUITMENT LIMITED, specializing in Financial Services recruitment. Our client, a highly successful Independent Financial Advisory firm, is seeking a skilled professional to join their team as an IFA Administrator.Job Title: IFA AdministratorLocation: FeeringSalary: Up to £30,000 (based on...
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Financial Services Coordinator
4 weeks ago
Colchester, Essex, United Kingdom Adecco Full timeFinancial Services CoordinatorAt Adecco, we are looking for a skilled Financial Services Coordinator to join our client on a temporary basis. As a key member of the team, you will be responsible for managing customer accounts, preparing statements and invoices, and providing exceptional customer service.Main Responsibilities:Process customer refunds in a...
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Financial Services Manager
1 month ago
Colchester, Essex, United Kingdom Armstrong Knight Full timeThis role is a 50/50 hybrid working arrangement, offering 38 days of holiday (including public holidays) and a comprehensive benefits package, alongside a competitive salary of c£55K for the right candidate.Key responsibilities include:Managing a portfolio of clientsContributing to the management team, overseeing staff membersPreparing year-end...
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Insurance Authority Specialist
4 weeks ago
Colchester, Essex, United Kingdom Bruin Financial & Professional Services Full timeWe are partnering with Bruin Financial & Professional Services to find a skilled Delegated Authority Technician. This 6 month Fixed-Term Contract role is ideal for insurance professionals looking to return to the market or those with relevant experience seeking a new opportunity. Key responsibilities include working in the Essex office and collaborating with...
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Financial Operations Coordinator
6 days ago
Colchester, Essex, United Kingdom All Land Services Ltd Full time**Job Title:** Financial Operations Coordinator**Estimated Salary:** £32,000 - £40,000 per annumAll Land Services Ltd is looking for a highly organized and detail-oriented Financial Operations Coordinator to join our team. This role involves managing the financial aspects of the business, including bookkeeping, finance, and administration.The ideal...
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Senior Financial Services Administrator
6 days ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeAbout Douglas Steers & CompanyWe are a leading financial services firm, ranked among the top in the country. Our team is rapidly expanding, and we are seeking a highly motivated individual to join us as a senior financial services administrator.The ideal candidate will possess excellent organizational skills, be able to work independently, and have strong...
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Financial Services Account Manager
3 weeks ago
Colchester, Essex, United Kingdom Pursuit Recruitment Ltd Full timeAs a key member of our team at Pursuit Recruitment Ltd, we are seeking a skilled Financial Services Account Manager to join our ranks.Reporting to the Senior Management Team, you will be responsible for managing a portfolio of clients across the UK, ensuring their needs are met and fostering strong, long-lasting relationships.Main Responsibilities:Strategic...
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Financial Services Coordinator
4 weeks ago
Colchester, Essex, United Kingdom University of Essex Full timeAbout the RoleThe University of Essex is looking for a highly skilled Income Assistant to join its Finance, Planning and Data Insight Section. As an Income Assistant, you will be responsible for providing an efficient, quality, and customer-focused income collection service. This will involve receipting and reconciling all income, as well as providing a...
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Financial Services Support Specialist
6 days ago
Colchester, Essex, United Kingdom Leeds Building Society Full timeAbout UsWe've been helping our members achieve their financial goals since 1845. Our purpose is to provide a place to belong and support the growth of our colleagues.Job DescriptionThis role involves providing exceptional customer service at our Colchester Branch, assisting with all branch-based products and services. You will open savings accounts for...
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Client Services Director
3 weeks ago
Colchester, Essex, United Kingdom US003 Marsh Management Services Inc. Full timeJob OverviewWe are seeking a highly skilled Client Service Manager to join our team at Marsh Management Services Inc., a leading insurance broker and risk adviser. This is an exciting opportunity to work with a dynamic team, providing financial monitoring and control services to a portfolio of clients in the United States.The ideal candidate will have 5+...
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Colchester, Essex, United Kingdom Spicerhaart Full timeAbout SpicerhaartWe are a leading property services group in the UK, with a strong focus on delivering exceptional customer experiences.Role OverviewThis is an exciting opportunity to join our busy marketing team as a Digital Marketing Executive for the Financial Services Division.You will be working closely with the Digital Marketing Manager to implement...
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Automotive Training Specialist
1 month ago
Colchester, Essex, United Kingdom Colchester Institute Full timeAutomotive Service and Repair Trainer/AssessorColchester Institute is seeking a skilled Automotive Service and Repair Trainer/Assessor to join our team.About the Role:We are looking for an experienced individual to ensure that workshops are maintained in a safe operational condition, that all teaching and learning related materials are prepared in a timely...
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Financial Planning Assistant
3 weeks ago
Colchester, Essex, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a highly skilled Financial Planning Assistant to join our team.The ideal candidate will possess a strong understanding of the Financial Planning process and be able to support our Financial Planners in research and analysis to meet client needs and objectives.Key responsibilities include:Preparing client...