Servicing Financial Specialist
3 weeks ago
Financial Divisions is seeking a skilled paraplanner to become a Servicing Financial Advisor at our UK-based organization. This exciting opportunity allows you to leverage your expertise and passion for financial services to drive success.
About the Role:- You will collaborate with experienced advisers to develop comprehensive recommendations and conduct in-depth research, applying your understanding of financial planning principles.
- Your responsibilities will include evaluating products and providers, investigating investment options, and examining contracts to ensure smooth client interactions.
- In addition, you will maintain precise records, conduct annual assessments, and provide superior customer service to our valued clients.
- A minimum of 2 years of experience as a paraplanner, with a Level 4 Diploma in a relevant field.
- Exceptional knowledge of key financial planning areas, paired with excellent analytical and communication skills.
- Strong proficiency in MS Office, particularly Excel, to efficiently manage data and generate insightful reports.
- A highly competitive salary: £45,000 - £55,000 (based on experience) reflects the importance of this role within our organization.
- An attractive package of benefits, including generous annual leave, pension contributions, and opportunities for professional development.
We are a dynamic organization dedicated to excellence in the financial services sector, offering a supportive environment that fosters growth and innovation.
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Financial Services Specialist
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full time**About the Opportunity**Financial Divisions is offering an exciting opportunity for a Financial Services Specialist to join our team. As a key member of our team, you will be responsible for managing a portfolio of existing clients and attracting new business opportunities.The ideal candidate will have at least 3 years of experience in financial planning...
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Financial Planning Specialist
4 weeks 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 Specialist
3 weeks 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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Client Service Specialist
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeClient Service OpportunityWe are currently searching for a highly skilled Client Service Specialist to join our Wealth Management team at Financial Divisions. This is an ideal chance to progress in your career while working closely with seasoned professionals in a vibrant and supportive environment.Your main responsibilities will include:Crafting...
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Senior Financial Planning Specialist
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeEstablish 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...
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Paraplanner to Financial Services Expert
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeServicing Financial Advisor Job OpportunityWe are looking for an experienced paraplanner to become a Servicing Financial Advisor at our organization in the UK. As a key member of our team, you will play a vital role in delivering exceptional customer service and growing your skills and expertise.About the Position:You will work closely with experienced...
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Servicing Financial Advisor Role
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeRequirements and QualificationsTo be successful in this Servicing Financial Advisor role, you will need:Experience: At least 2 years' experience as a Paraplanner, demonstrating a strong understanding of the industry and its requirements.Diploma: A Level 4 Diploma or equivalent, showcasing your expertise in key financial planning areas.Skills: Strong...
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Financial Services Advisor
6 days ago
Colchester, Essex, United Kingdom Winstree Financial Services Full timeEstablish a successful career as a CEMAP Qualified Mortgage and Protection Broker with Winstree Financial Services, a premier provider of expert guidance on Mortgage and Protection solutions.Role OverviewLeverage high-quality leads to deliver tailored advice to clients via telephone and face-to-face interactions. Engage in warm, pre-qualified leads to...
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Financial Services Specialist
4 weeks ago
Colchester, Essex, United Kingdom Land of Lincoln Credit Union, Inc. Full timeJob Title: Financial Services SpecialistAbout the Position:We are seeking a detail-oriented and customer-focused professional to provide exceptional member service as a Financial Services Specialist. The ideal candidate will have excellent communication skills, a basic understanding of computer programs and the internet, and a strong ability to maintain...
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Paraplanner to Servicing Financial Advisor Role
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a highly motivated Paraplanner to join our team and progress towards becoming a Servicing Financial Advisor. This role involves working closely with advisers to deliver exceptional client service and achieve business growth.About Us: Financial Divisions is a leading financial services provider, dedicated to delivering innovative...
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Servicing Financial Advisory Position
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Overview: Financial Divisions is seeking a talented Paraplanner to join our team and progress towards becoming a Servicing Financial Advisor. This role requires strong communication skills, attention to detail, and proficiency in MS Office, particularly Excel.About the Ideal Candidate: We are looking for a motivated and ambitious individual with at least...
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Financial Services Professional
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a skilled Paraplanner to join our team at Financial Divisions. This role offers an excellent opportunity for career advancement and professional growth.
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Servicing Wealth Management Specialist
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAre 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...
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Financial Planning Consultant
6 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeCompany Overview">At Financial Divisions, we are committed to providing exceptional wealth management services to our clients. We are seeking a highly skilled and motivated individual to join our team as a Servicing Financial Advisor.
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Senior Financial Consultant
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob OpportunityThis is a unique chance to join a reputable financial services company as a Financial Adviser. The role involves managing an existing book of business from a retiring adviser and bringing on new clients.The ideal candidate will have at least 3 years of experience in financial planning and the ability to work with high net worth individuals. A...
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Financial Advisor Professional
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob Title: Paraplanner to Servicing Financial AdvisorWe are seeking a skilled and passionate paraplanner to join our organization in the UK. This role offers a unique opportunity to collaborate with seasoned professionals and grow towards becoming a Servicing Financial Advisor.About the Role:Closely collaborate with advisers to prepare recommendations and...
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Senior Financial Consultant
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob OpportunityWe are seeking a skilled Financial Consultant 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 £55k - £75k per annum,...
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Senior Financial Consultant
3 weeks ago
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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Senior Financial Consultant
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob OverviewWe are seeking a highly skilled and ambitious individual to join our team as a Servicing Financial Advisor. As a pivotal member of our wealth management team, you will work closely with seasoned professionals to deliver exceptional client service and advice.Salary and BenefitsThe successful candidate can expect a competitive salary of £45,000 -...
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Senior Financial Consultant
3 weeks 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...