Career Opportunities in Financial Planning

1 week ago


Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

Financial Planning Administrator

Hertfordshire

We 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 opportunity for someone who wants to take their career to the next level. We offer comprehensive training and development programs, ensuring you have the skills and knowledge needed to succeed in this dynamic role.

The ideal candidate will have excellent organizational skills, a positive attitude, and a willingness to learn. They will be responsible for submitting and processing new business, communicating with clients to develop relationships, producing quotes and valuations, and following up on emails after meetings and calls.

The Financial Planning Administrator will work closely with our clients, investment companies, and other third parties to deliver exceptional service. If you have a genuine interest in money and investing, amazing organizational skills, and excellent communication skills, we want to hear from you

This role offers a great opportunity to develop your skills and advance your career. You will be part of a dynamic team that values efficiency, innovation, and customer satisfaction. Our client is committed to providing the best career opportunities for those who are passionate about finance and willing to learn and grow.

Estimated salary: £25,000 - £35,000 per annum (dependent on experience).



  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    Recruitment Rebellion">Our client is a well-established financial planning firm that offers excellent career opportunities for individuals looking to develop their skills and advance in their careers. The company prioritizes training and development, providing candidates with the support they need to succeed.">About the Role">This varied position involves...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

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


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Opportunity OverviewThis Paraplanning role offers a unique opportunity for a qualified individual to join our team at Financial Divisions. As a Paraplanner, you will play a key role in supporting our Advisors in delivering high-quality financial advice to our clients. This role offers a competitive salary, excellent benefits, and opportunities for career...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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,...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...

  • Financial Planner

    3 days ago


    Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Harris Hill Charity Recruitment Specialists Full time

    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...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    A skilled and enthusiastic Financial Planning Administrator is required to support our team in delivering exceptional service to our clients. This is a fantastic opportunity to work with a leading financial planning firm that values employee growth and development.The ideal candidate will possess excellent organizational skills, a positive attitude, and a...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Role SummaryThis Paraplanning role presents an exciting opportunity for a qualified individual to join our team at Financial Divisions. As a Paraplanner, you will play a key role in supporting our Advisors in delivering high-quality financial advice to our clients. This role offers a competitive salary, excellent benefits, and opportunities for career growth...