Administrative Professional in Financial Planning

About the Job:As a Senior Financial Planner with Financial Divisions, you will be responsible for delivering exceptional client service, developing and implementing tailored financial plans, and maintaining strong relationships with existing clients. With a portfolio of over 500 clients, each with assets ranging from £100k - £1m+, you will have the...

Job OverviewA career-defining opportunity awaits an experienced Paraplanner to join our Financial Divisions team in Hitchin/Stevenage.

About the RoleWe are looking for a skilled Wealth Management Advisor to join our team at Financial Divisions. The successful candidate will be responsible for managing a book of business and generating new business opportunities.The ideal candidate will have 2+ years of experience in financial services and be able to provide expert advice to clients. They...

Company OverviewHailed as a professional and award-winning Financial Advice firm, we pride ourselves in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to 150m+.Job DescriptionThis role offers a great opportunity for the right candidate to come and work for a progressive, award-winning...

Job Title: Financial Planning AdministratorAbout the Job:We are seeking a highly motivated individual to join our team as a Financial Planning Administrator. The successful candidate will be responsible for supporting our financial planners in delivering high-quality services to our clients.Key Responsibilities:* Follow up client emails after meetings and...

Overview of the Role:Financial Divisions, a wealth planning firm with offices in Hitchin, is seeking a highly skilled Wealth Planning Professional to join their team. The ideal candidate will be responsible for managing a portion of the Managing Director's existing book of business, handling annual review responsibilities and providing expert financial...

Are you looking for a new challenge in your career? As a Financial Planning Administrator, you will have the opportunity to work with a well-established financial planning firm that offers excellent career development opportunities.The ideal candidate will have at least three years of relevant experience and a genuine interest in money and investing. You...

Our client, a leading financial planning firm, Recruitment Rebellion, is seeking an ambitious Financial Planning Administrator to join their team.We estimate the salary for this role to be in the range of £25,000 - £35,000 per annum, depending on experience.This is a fantastic opportunity for someone who wants to take their career to the next level and...

Job Summary:We are seeking a highly skilled Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning team, you will be responsible for delivering exceptional client service, developing and implementing tailored financial plans, and maintaining strong relationships with existing clients.The successful candidate...

Financial Planning AdministratorHertfordshireWe are seeking a skilled Financial Planning Administrator to join our team at Recruitment Rebellion. Ideally, the successful candidate will have three years of experience working in finance or a financial planning firm, with a passion for helping clients achieve their financial goals.This is an exciting...

Job OverviewAt Financial Divisions, we are seeking a seasoned Financial Planning Consultant to join our team. This is an excellent opportunity for an experienced professional to take on a servicing role and expand their client base.The ideal candidate will have 2+ years of experience in providing financial advice and be comfortable managing a book of...

Company OverviewAt Financial Divisions, we are a professional award-winning financial advice firm with years of experience in handling wealth portfolios of ultra-high net worth individuals. Our team is dedicated to providing exceptional service and expert guidance to our clients.SalaryThe salary for this role is £45,000 - £65,000 per annum, depending on...

Financial Planning AdministratorHertfordshire-based Recruitment Rebellion is seeking a highly motivated and skilled Financial Planning Administrator to join their team.We are looking for an individual with at least three years of experience in finance or financial planning, who is eager to take their career to the next level. In return, we offer...

At Financial Divisions, we're seeking a skilled and experienced Paraplanner to join our team as a Wealth Management Support Professional. In this role, you'll provide critical support to our advisors in delivering high-quality financial planning services to our clients. Job DescriptionAs a Wealth Management Support Professional, your primary responsibility...

As a Paraplanner to Advisor Transition Opportunity at Financial Divisions, you'll play a crucial role in supporting our team of advisors in providing top-notch financial planning services to our clients. With a strong focus on portfolio performance, market analysis, and administrative tasks, this position is perfect for a detail-oriented individual with a...

Job Summary:We are seeking a skilled Paraplanning and Administration professional to join our team. As a Financial Planning Administrator, you will be responsible for supporting our financial planners in delivering high-quality services to our clients.Key Responsibilities:* Assist financial planners in preparing financial plans and presentations* Maintain...

A leading charity recruitment specialist is seeking a highly skilled Financial Planning and HR Lead to join their team. This is a permanent, part-time position, requiring 4 days per week, with a salary estimated at £58,000 - £68,000 per annum.The Financial Planning and HR Lead will lead the charity's finance function, prepare the annual budget, and support...

Job DescriptionWe are seeking a Lead Financial Professional to join our team at the Lancashire Teaching Hospitals NHS Foundation Trust. The successful candidate will have a proven track record in financial management and analysis, with excellent communication and leadership skills.Key Responsibilities:Develop and implement financial strategies to achieve...

Are you looking for a challenging and rewarding role in finance where you can utilise your administrative skills?Recruitment Rebellion, an established financial planning firm, has an exciting opportunity for a Financial Planning Administrator to join their team.We are offering a competitive salary of around £28,000 per annum, plus benefits, for the right...

Job Summary: We are seeking a qualified paraplanner to join our team at Financial Divisions, a professional award-winning financial advice firm. The successful candidate will have a diploma in paraplanning and at least 3 years of experience in the IFA industry.Key Responsibilities:Reporting on portfolio performance and analysing market offerings, services,...