Private Client Investment Specialist

3 weeks ago


Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time

About Us:

Financial Divisions is a boutique, established and family-owned IFA firm with offices near Hemel Hempstead in Hertfordshire. We offer whole-of-market financial advice to local and international families and SME owners across Hertfordshire and London.

We manage the affairs of c.200 clients (£150m AUM) with assets ranging from £500k - £50m. Our team consults on investments, tax planning, cashflow modelling, retirement planning, and protections.

Job Description:

We are looking for an experienced Financial Planner to join our team as a Private Client Investment Specialist. As a key member of our advisory team, you will be responsible for managing a portion of our Managing Director's existing book of business.

This is a servicing role that involves building strong relationships with our existing clients and growing their portfolios. You will work closely with our paraplanning team to provide comprehensive financial advice and support to our clients.

Your focus will be on delivering exceptional service, identifying opportunities to grow our clients' wealth, and providing tailored solutions to meet their financial goals.

Key Responsibilities:

  • Manage a portfolio of established clients
  • Deliver comprehensive financial advice and solutions to clients
  • Build strong relationships with clients and colleagues
  • Identify opportunities to grow clients' wealth
  • Provide exceptional service to clients

Benefits:

We offer a competitive salary of £65,000 - £80,000 per annum, plus bonus. You will also receive an attractive benefits package and holiday allowance.

In this role, you will have the opportunity to work with a highly experienced team, develop your skills and knowledge, and build a successful career in wealth planning.



  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    About the PositionTimely Recruit Limited is seeking a Private Equity Sales Executive to join its team. The successful candidate will be responsible for developing and maintaining strong relationships with key stakeholders within private equity firms.Key ResponsibilitiesNew Business Development: Engage with key stakeholders within private equity firms to...


  • Hemel Hempstead, Hertfordshire, United Kingdom Griffin Fire Full time

    Griffin Fire is a forward-thinking food and drinks distribution company, committed to driving business growth through effective finance management.">Job Summary:">We are seeking an experienced Post-Investment Appraisal Specialist to join our team, responsible for analyzing deal performance and delivering actionable recommendations to improve business...


  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    Job Description:In this Senior Account Manager role, you will be responsible for driving sales growth to the UK mid-market Private Equity clients and their portfolio companies.The successful candidate will have experience in new business development, as well as excellent relationship-building skills to develop and maintain strong relationships with existing...


  • Hemel Hempstead, Hertfordshire, United Kingdom ICDS Full time

    We are seeking a Senior Health and Safety Specialist to work on the build of a new Data Centre in Hemel Hempstead.Our client is a leading main contractor who undertakes projects across the UK, Ireland and Worldwide, working in all sectors of the construction industry.The successful candidate will have a relevant 3rd level qualification within Health & Safety...


  • Hemel Hempstead, Hertfordshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    beBee Professionals in Hemel Hempstead is looking for a Client Growth Specialist to join our team. The successful candidate will have a strong background in sales and a proven ability to develop and maintain client relationships.Key Responsibilities:Manage and maintain relationships with existing clients to ensure customer satisfaction and loyalty.Develop...

  • Sales Executive

    3 weeks ago


    Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    We are seeking a highly skilled Account Management Specialist to join our team at Timely Recruit Limited. As a key member of our business development team, you will focus on sales to UK mid-market Private Equity clients and their portfolio companies, driving new business opportunities and building strong relationships with clients.Job DescriptionKey...


  • Hemel Hempstead, Hertfordshire, United Kingdom pib Group Careers Full time

    Job Title: Client Services SpecialistCompany OverviewPib Group Careers is a vibrant and collaborative team in our fantastic Hemel Hempstead office, offering great offices and on-site parking easily accessible.Salary & BenefitsThe estimated salary for this role is £30,000 - £40,000 per annum. Great benefits are also included in the package.Job DescriptionTo...


  • Hemel Hempstead, Hertfordshire, United Kingdom Brave Human Capital Group Full time

    Client Support Specialist OpportunityBrave Human Capital Group is seeking a Client Support Specialist to join our team in Hemel Hempstead. In this role, you will be responsible for providing exceptional support to our clients and ensuring their needs are met.Estimated Salary: £25,000 per annumKey Responsibilities:Provide timely and effective support to...


  • Hemel Hempstead, Hertfordshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    About the RoleAs a Client Growth Specialist at beBee Professionals in Hemel Hempstead, you will be responsible for nurturing client relationships, ensuring customer satisfaction, and identifying new opportunities to expand our business.You will develop strategies to meet client needs, manage existing relationships, and prepare sales reports for senior...


  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    Job Requirements:To be successful in this role, you will need to have:Proven sales experience within the Private Equity sector.Strong relationship-building skills, with the ability to communicate effectively with key decision-makers.A strategic mindset, with the ability to think creatively about business growth.Excellent negotiation and communication...


  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    Job TitlePrivate Equity Sales Manager (UK Mid-Market)Company Overview:Timely Recruit Limited is a leading recruitment agency, connecting talented professionals with top clients in the Private Equity industry. As a key player in this space, we are committed to delivering exceptional results and fostering long-term relationships.About the Role:We are seeking...


  • Hemel Hempstead, Hertfordshire, United Kingdom Financial Divisions Full time

    Job Title: Financial Planning SpecialistWe are seeking a highly experienced Financial Planning Specialist to join our team at Financial Divisions. As a key member of our wealth management team, you will be responsible for managing a portfolio of high net worth clients with assets ranging from £500,000 to £50 million.Key Responsibilities:Manage existing...

  • Senior Client Manager

    3 weeks ago


    Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    About Us:Timely Recruit Limited is a leading recruitment agency specialising in sales and account management. We are committed to delivering exceptional service and building long-term relationships with our clients and candidates.Job Description:We are seeking a Senior Client Manager to join our team. The ideal candidate will have experience in sales,...


  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    About This Opportunity:We are looking for a highly motivated and results-driven individual to join our team as an Account Growth Specialist. The ideal candidate will have experience in sales, specifically in the private equity sector, and will be able to demonstrate a strong track record of success in this area.Responsibilities:New Business Development:...


  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    About the OpportunityWe are excited to offer a Senior Business Development Specialist position, focused on driving sales growth within the UK mid-market Private Equity sector.Key ResponsibilitiesSales Strategy Execution: Develop and execute effective sales strategies to meet business objectives, leveraging market trends and client insights.Critical...


  • Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    Timely Recruit Limited is currently seeking an Account Management Specialist to join our team. As a key member of our sales team, you will be responsible for developing and maintaining relationships with existing clients, identifying new business opportunities and driving revenue growth.We are looking for an experienced professional with a proven track...


  • Hemel Hempstead, Hertfordshire, United Kingdom beBee Professionals Full time £35,000 - £45,000

    Becoming an Account Manager with beBee ProfessionalsWe are a dynamic and innovative company looking for an experienced Account Manager to join our team in Hemel Hempstead. As an Account Manager, you will play a crucial role in building lasting relationships with our clients, driving business growth, and contributing to our team's success.About the JobThe...

  • Sales Director

    3 weeks ago


    Hemel Hempstead, Hertfordshire, United Kingdom Timely Recruit Limited Full time

    Sales Director OpportunityTimely Recruit Limited is seeking a seasoned Sales Director to lead sales efforts targeting UK mid-market Private Equity clients and their portfolio companies.ResponsibilitiesStrategic Sales Planning: Develop and execute comprehensive sales strategies to meet business objectives, leveraging market trends and client insights.Critical...


  • Hemel Hempstead, Hertfordshire, United Kingdom Trinity Estates Full time

    Trinity Estates is a dynamic and growing company that requires a skilled Financial Services Support Specialist to join their team. In this role, you will provide administrative and accounting support to client accountants, including preparing service charge accounts, budgets, and financial reports.You will work closely with the property management team to...


  • Hemel Hempstead, Hertfordshire, United Kingdom Britvic Full time

    Becoming a Business Finance Specialist at Britvic will provide you with the opportunity to make a significant impact on the company's financial performance. As a key business partner to the Account Directors, you will drive continuous improvement and influence performance through accurate reporting, forecasting, budgeting, and process optimization.Job...