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...

Company OverviewAs a leading provider of wealth management services, Financial Divisions offers a unique opportunity for talented individuals to join our team and contribute to the success of our clients.We pride ourselves on delivering exceptional client service and advice, and we are committed to attracting and retaining the best talent in the industry.

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...

At Douglas Steers & Company, we are seeking a skilled and dedicated Wealth Management Specialist to join our team. As a specialist in this field, you will be responsible for advising clients on their financial planning needs and developing tailored solutions to meet their goals.The ideal candidate will possess a Level 4 Diploma in Regulated Financial...

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...

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,...

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...

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...

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...

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...

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...

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

Douglas Steers & Company is seeking an Independent Financial Services Professional to join our team. As an advisor, you will work closely with clients to understand their financial needs and provide expert advice on investment, tax, and retirement planning.The ideal candidate will possess a Level 4 Diploma in Regulated Financial Planning and have a strong...

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...

About the Role:Citation Professional Solutions is a leading provider of health and safety services, and we're seeking a highly skilled Risk Management Consultant to join our team. As a Risk Management Consultant, you will be responsible for identifying, assessing, and mitigating potential risks to our clients' businesses.Key Responsibilities:Conduct thorough...

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...