Senior Financial Planning Specialist
12 hours ago
Establish a thriving financial planning practice within Financial Divisions, a renowned advisory firm based in Colchester, Essex. As a Senior Financial Planning Specialist, you will oversee the management of an existing client base, inherited from a retiring adviser, and drive growth through new business development.
We are seeking an experienced Financial Planner with at least 3 years of solid advising experience to lead our East Anglia and London client portfolio. This key role offers a competitive salary range of £50k - £70k per annum, complemented by a generous bonus and benefits package.
The ideal candidate will possess strong gravitas and expertise in working with high net worth individuals, providing bespoke investment solutions and exceptional service. With hybrid working arrangements, you will enjoy flexibility and autonomy in managing your own affairs, while maintaining regular office presence.
Main responsibilities include:
- Strategic planning and implementation for existing clients
- New business development and client acquisition
- Collaboration with senior directors on high-profile client projects
With over 15 years of industry experience, Financial Divisions has established itself as a trusted advisor for families, retirees, and City professionals. Our commitment to delivering holistic advisory services and generating new business through referrals ensures a loyal client base.
This is a rare opportunity to join a respected firm and take ownership of a significant client book. If you have a passion for financial planning, a talent for building relationships, and a desire for career progression, we encourage you to apply.
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Financial Planning Specialist
14 hours ago
Colchester, Essex, United Kingdom Financial Divisions Full timePursue a fulfilling career as a Financial Planning Specialist with Financial Divisions, where you'll have the opportunity to make a meaningful impact on clients' financial lives.About the OpportunityWe're seeking an experienced financial planner who can leverage their expertise to build strong relationships with high-net-worth individuals and help them...
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Financial Planning Specialist
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeExplore a new opportunity as a Financial Planning Specialist with Financial Divisions in Colchester, Essex.Earn an estimated salary of £60k - £80k per annum, plus attractive benefits and bonus package.This role involves managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.The...
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Financial Planning Consultant
16 hours ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a skilled Financial Planning Consultant to join our team at Financial Divisions. As a key member of our Wealth Management department, you will play a pivotal role in helping our clients achieve their financial goals.With a strong background in paraplanning and a passion for delivering exceptional client service, you will be...
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Senior Financial Consultant
16 hours ago
Colchester, Essex, United Kingdom Financial Divisions Full timeEnhance your career as a Senior Financial Consultant with Financial Divisions, offering tailored wealth management solutions to high-net-worth individuals.About the RoleThe ideal candidate will have at least 3 years of experience in financial planning and the ability to work effectively with clients holding significant investable assets. They should be able...
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Senior Financial Consultant
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Colchester, Essex, United Kingdom Financial Divisions Full time**About Us**">Financial Divisions is a well-established financial services provider with a strong reputation for delivering exceptional advisory services to high-net-worth individuals and families.We are seeking an experienced Senior Financial Consultant to join our team, who will be responsible for managing a portfolio of existing clients and attracting new...
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Financial Services Specialist
5 days ago
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Senior Financial Analyst
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Financial Planning Support Specialist
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Senior Financial Consultant
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Senior Financial Consultant
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Senior Financial Consultant
12 hours ago
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Strategic Financial Planning Specialist
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Financial Planning Specialist
13 hours ago
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Experienced Financial Adviser
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Financial Planning Lead
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Financial Advisor Professional
14 hours ago
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Servicing Financial Advisor Role
4 days ago
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