Wealth Management Professional

About the RoleFocusing on wealth management, this position offers an excellent opportunity to grow and advance within a dynamic and client-centric environment at Financial Divisions.As a Client Service Specialist, you will work closely with our experienced partners to prepare recommendations, conduct research, and maintain accurate records. Your primary goal...

Job DescriptionWe are seeking a professional Wealth Manager to join our team at Financial Divisions in Colchester, Essex.The successful candidate will have the opportunity to manage a portfolio of clients with significant investable assets and provide expert advice on their financial goals.The role offers a competitive salary of £65k - £85k per annum, plus...

Elevate your career as a Wealth Management Consultant with Financial Divisions, a highly respected advisory firm in Colchester, Essex. You will be responsible for cultivating long-term relationships with high net worth individuals, developing personalized wealth management strategies, and driving business growth.We are looking for an accomplished consultant...

As a Senior Wealth Manager with Financial Divisions in Colchester, Essex, you will be responsible for managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.We are seeking a skilled financial professional with at least 3 years of experience working with high net worth...

Become a Colchester-based Wealth Manager at Financial Divisions, delivering premium advisory services to discerning clients across East Anglia and London.Key ResponsibilitiesManage an existing portfolio of clients generating from retiring advisers over the next 3 years.Identify and secure new business opportunities through recommendation and...

Tax and Estate Planning SpecialistAustin Fraser seeks a highly skilled Tax and Estate Planning Specialist to join our team.This is an exciting opportunity to work in a forward-thinking, agile firm that values adaptability and client satisfaction.About the Role:Salary: $70,000 - $90,000 per annum, depending on experienceEnvironment: Collaborative and dynamic...

About the RoleWe are seeking a Financial Planner with a proven track record of advising high net worth individuals. As a key member of our team, you will be responsible for managing client relationships and growing our business through referrals and recommendations.The successful candidate will have excellent communication skills, a deep understanding of...

Company OverviewDouglas Steers & Company is a reputable Wealth Management Services company, recognized as one of the top financial advisers in the country. With a strong reputation and rapid expansion, we offer an exciting opportunity for newly qualified and experienced professionals to join our friendly team.

EWS Property Management has been delivering outstanding residential management services since 1990, maintaining a strong commitment to excellence and industry standards.We are seeking a skilled Residential Account Management Professional to join our dynamic team in Colchester.The successful candidate will be responsible for managing client relationships,...

OverviewCitation Professional Solutions is a leading consultancy specialising in health and safety solutions. We are currently seeking an experienced Health and Safety Advisor to join our team.Salary and BenefitsThe successful candidate will be offered a competitive salary of £38,000 - £42,000 per annum, depending on experience, plus a range of benefits...

Required Skills and Qualifications:To be successful in this role, you will need:Experience in Private Client lawStrong analytical and problem-solving skillsExcellent communication and interpersonal skills

Key ResponsibilitiesThe Health and Safety Consultant will be responsible for:Accurately identifying client requirements and providing tailored solutions.Preparing and installing client health and safety policy documentation.Undertaking client training and providing ongoing support.Advising clients on standards and best practice affecting their...

Career progression opportunities await in our dynamic team where your dedication is recognised and rewarded with growth opportunities and unwavering support.You'll have the chance to work closely with our experienced consultants, learning the ins and outs of health and safety management and gaining valuable skills to succeed in your future career.This...

Personal Wealth ManagerAustin Fraser is seeking an experienced Personal Wealth Manager to join our team.This is a unique opportunity to work in a forward-thinking, agile firm that values adaptability and client satisfaction.About the Role:Salary: $65,000 - $85,000 per annum, depending on experienceEnvironment: Collaborative and dynamic work environment with...

About the RoleThe successful candidate will have a proven track record of success as a paraplanner, with a strong understanding of key financial planning areas.You will be responsible for working closely with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds.In...

EWS Property Management is part of the Trinity Property Group, an Odevo Group Company. We provide a range of unique services to our clients, including residential management, accounting, and client support.As an Accounting and Client Services Professional, you will be responsible for managing our clients' financial records and providing exceptional customer...

Role SummaryCharity Link is seeking an experienced Field Sales Professional to promote the work of our esteemed charity partners. As a Field Sales Executive, you will drive a van and set up equipment to engage with the public and secure donations.This is an exciting opportunity for someone who is confident, optimistic, and enjoys speaking with people. You...

Job DescriptionThe Financial Planning Support Specialist will play a key role in supporting our advisers with research, analysis, and client interactions. Responsibilities will include:Assisting with client onboarding and file preparationSupporting advisers with research and analysisLiaising with product providers to acquire client policy detailsMaintaining...

About CitationCitation Professional Solutions is a forward-thinking company that prioritises the growth and development of its employees. Our award-winning Development Scheme has helped numerous individuals achieve their full potential, and we're looking for like-minded professionals to join our team.The JobThis is a fantastic opportunity to become a Risk...

Company OverviewMPL Claims Management is a leading provider of claims management solutions. Our team works with external business partners to ensure the smooth completion of claims.SalaryThe estimated salary for this position is £35,000 per annum, reflecting the level of expertise and experience required in motor claims management.Job DescriptionThis role...