Wealth Management Specialist

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...

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...

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...

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.

We are looking for a skilled Wealth Management Professional to join our team at Financial Divisions.About the PositionThis role involves managing a book of business, bringing on new clients, and providing exceptional service to high net worth individuals.Key DutiesClient portfolio management with assets ranging from £150k to £350kNew client acquisition...

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...

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...

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...

Join us as a Residential Management Specialist at EWS Property Management and take advantage of our expert knowledge in residential management services. You will work with our teams to ensure that our clients' properties are managed efficiently and effectively.We offer a competitive salary package that reflects your skills and experience, along with...

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...

Client 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...

As a Financial Manager at EWS Property Management, you will play a key role in providing residential management services across the East of England. With our expertise in complying with RICS Service Charge Codes of Conduct and industry best practice, we offer a unique opportunity for individuals to excel in their careers.We are proud to provide competitive...

About EWS Property Management:We are a leading residential management services provider in the East of England, committed to upholding industry best practice and RICS Service Charge Codes of Conduct.As a Financial Support Specialist with our team, you will play a vital role in supporting clients across the region.The salary for this position is £25,000 -...

Are 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...

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...

Key Responsibilities:The Client Accounting Specialist will be responsible for the following key areas:• Receipting and allocation of payments• Dealing with customer accounting queries by email and telephone• Preparation of service charge budget templates and running demands• Maintaining departmental control sheets• Assisting Client Accountant with...

About EWS Property Management: Our company has been providing residential management services across the East of England since 1990. We take pride in adhering to all RICS Service Charge Codes of Conduct and industry best practices.As a Residential Property Support Specialist, you will be responsible for ensuring that our clients' properties are managed...

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...

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...

This is an exciting opportunity for a qualified social worker to join our Safeguarding Triage team at Essex County Council. As a Senior Social Work Specialist, you will be part of a dynamic team responsible for triaging and managing new safeguarding concerns referred to Adult Social Care.The role involves working in a home and office-based environment, with...