Servicing Wealth Management Specialist

11 hours ago


Colchester, Essex, United Kingdom Financial Divisions Full time

Are you looking to take your career to the next level as a Servicing Financial Advisor? We have an exciting opportunity available at Financial Divisions based in the vibrant city of Colchester.

This role provides a unique chance to work alongside experienced professionals and contribute to the preparation of recommendations, research, and company standards.

Key responsibilities include:

  • Working with advisers to develop tailored recommendations
  • Carrying out detailed research and analysis of financial products and services
  • Reviewing client contracts and maintaining accurate records

To be successful in this role, you'll require a minimum of 2 years' experience as a paraplanner, a Level 4 Diploma, and strong knowledge of financial planning principles.

A competitive salary of £47,500 (including DOE), annual leave, and pension contributions make this an attractive opportunity.



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