Wealth Management Associate
3 days ago
The 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 preparation
- Supporting advisers with research and analysis
- Liaising with product providers to acquire client policy details
- Maintaining electronic client files and ensuring compliance
- Preparing client valuations and review reports
- Carrying out fund research and compiling suitability reports
Additional duties will include managing cases to completion, maintaining high standards of file maintenance, and reviewing reports to ensure compliance.
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Senior Wealth Manager
6 days ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAs 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...
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Personal Wealth Manager
6 days ago
Colchester, Essex, United Kingdom Austin Fraser Full timeTax 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...
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Financial Management Associate
3 days ago
Colchester, Essex, United Kingdom EWS Property Management Full timeEWS Property Management is a reputable residential management company based in the East of England. As a Financial Management Associate, you will play a crucial role in supporting our clients with their financial needs.The successful candidate will have a strong understanding of financial management principles and be able to apply them effectively in a...
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Risk Management Associate
2 weeks ago
Colchester, Essex, United Kingdom Lawes Insurance Recruitment Full timeJob Description: As a Risk Management Associate at Lawes Insurance Recruitment, you will play a key role in underwriting commercial products and managing complex risks.About the Role:Develop and implement underwriting strategies to ensure alignment with company objectives.Collaborate with cross-functional teams to identify and mitigate potential risks.Key...
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Private Client Advisor
6 days ago
Colchester, Essex, United Kingdom Austin Fraser Full timePersonal 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...
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Business Development Associate
3 weeks ago
Colchester, Essex, United Kingdom Spicerhaart Full timeJob SummaryWe are seeking a highly motivated Business Development Associate to join our team. As a Business Development Associate, you will be responsible for assisting in delivering team KPI targets by securing new listing opportunities through proactive customer contact. You will also support the manager in their absence with sales-related activities,...
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Accounts Receivable Associate
4 weeks ago
Colchester, Essex, United Kingdom KNOWLES ASSOCIATES Full timeAbout the Job:We are seeking an Accounts Receivable Associate to join our finance team at Knowles Associates. As a key member of our team, you will be responsible for managing incoming invoices, resolving discrepancies, and maintaining accurate financial records.Key Responsibilities:Process and manage incoming invoices, resolving any discrepancies in a...
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Senior Healthcare Associate
4 weeks ago
Colchester, Essex, United Kingdom Excelcare Holdings Full timeSenior Healthcare AssociateExcelcare Holdings seeks a highly skilled Senior Healthcare Associate to join our team in Colchester, Essex. As a Senior Healthcare Associate, you will play a vital role in delivering high-quality healthcare services to our residents.The salary for this position is up to £59,155 per annum, and flexible working hours are available....
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Business Development Associate
2 months ago
Colchester, Essex, United Kingdom beBee Professionals Full time £35,000 - £45,000We are seeking a Business Development Associate to identify and capitalize on new sales opportunities within the current client base.Key Responsibilities:Develop and maintain strong relationships with existing clients, acting as their primary point of contact.Identify and pursue new sales opportunities within the current client base.Prepare and present sales...
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Sales Floor Associate
3 weeks ago
Colchester, Essex, United Kingdom Cardsdirect Full timeAbout the Role: We are seeking a friendly and approachable Sales Floor Associate to join our team at Cardsdirect. As a key member of our sales floor team, you will be responsible for creating a welcoming atmosphere for customers, assisting with stock management, and providing exceptional customer service.Key Responsibilities:Create a friendly and...
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Personal Support Associate
6 days ago
Colchester, Essex, United Kingdom Advantage Healthcare Full time**Job Overview:** We are looking for a Personal Support Associate to provide high-quality care and support to individuals with complex needs. As a Personal Support Associate, you will work closely with our clients to understand their unique requirements and preferences.Our team provides care and support to people of all ages in the community and their homes,...
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Associate/ Senior Associate
2 weeks ago
Colchester, Essex, United Kingdom Errington Legal Full timeWe are looking for an exceptional Commercial Property solicitor to join our team at Errington Legal. As a Senior Associate, you will play a key role in drafting, reviewing, and negotiating contracts and agreements related to land use, leases, and development projects.To be successful in this role, you will need:6+ years of PQE in commercial property...
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Associate Dentist Role
3 days ago
Colchester, Essex, United Kingdom NHS Full timeAn exciting opportunity has arisen for a skilled and compassionate Associate Dentist to join our team at Oracle Dental Group. As an Associate Dentist, you will play a vital role in providing high-quality dental care to our patients.About UsWe are a leading provider of dental services, operating across two sites with 15 surgeries. Our modern working...
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Centre Team Associate
4 weeks ago
Colchester, Essex, United Kingdom Hollywood Bowl Full timeAbout the RoleThis Centre Team Associate position offers a unique opportunity to work in a fast-paced environment where no two days are ever the same. You will be working closely with our management team to ensure that every guest has an outstanding experience.As a valued member of our team, you will be expected to provide support across all areas of the...
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Senior Support Associate
6 days ago
Colchester, Essex, United Kingdom Austin Fraser Full timeAustin Fraser is looking for a Senior Support Associate to join our team and provide administrative support to our Managing Director.Job Description:Create and maintain document templates using Microsoft Office.Support the Managing Director with various tasks, including correspondence, calendar organization, and data entry.The successful candidate will have...
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Servicing Wealth Management Specialist
6 days 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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Wealth Management Advisor Position
21 hours ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeSalary and BenefitsThe role offers a competitive salary ranging from £36,000 to £60,000 per year, with an estimated total earnings potential of £100,000. Our benefits package includes:33 days holidayNo WeekendsChristmas ClosureFull back office support
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Customer Experience Associate
2 weeks ago
Colchester, Essex, United Kingdom Colchester City Council Full timeJob DescriptionAs a Customer Experience Associate, you will be the face of our organisation, providing friendly, professional, and efficient customer service to create a welcoming atmosphere for customers.You will prepare, cook, and serve hot and cold food and beverages, ensuring high presentation standards, and maintain high levels of cleanliness in...
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Supply Chain Operations Associate
2 months ago
Colchester, Essex, United Kingdom beBee Professionals Full time £20,000 - £25,000We are seeking a highly skilled Supply Chain Operations Associate to join our team in Colchester, United Kingdom.Key Responsibilities:Loading and unloading goods for storage and distribution.Picking, packing, and preparing orders for dispatch.Maintaining inventory accuracy by updating stock records.Keeping the warehouse clean, safe, and organized.Operating...
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Treasury Services Associate
23 hours ago
Colchester, Essex, United Kingdom Cera Care Full timeJob Summary:Cera Care is a leading provider of care services, and we are looking for a skilled Treasury Services Associate to join our finance team. This role involves managing cash receipts, resolving queries, and working closely with other departments to ensure seamless operations.Responsibilities:Manage cash receipts and resolve any discrepancies or...