HNW Financial Planner
3 weeks ago
Job Description
This dynamic role offers a unique chance to join a well-established wealth planning firm and take on a significant portion of the Managing Director's existing book of business. As a seasoned Financial Planner, you will be responsible for servicing clients, generating new business, and working closely with the paraplanning and administration team.
About the Company
Financial Divisions is a reputable firm with a strong reputation in the industry. They have a proven track record of delivering high-quality financial advice to their clients, and we are committed to maintaining this level of excellence. If you are passionate about delivering exceptional client service and are looking for a challenging yet rewarding role, this could be the perfect opportunity for you.
-
Financial Services Expert
3 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeFinancial Services Expert - HNW Advisor sought by Financial Divisions in Hertfordshire. As a key member of the team, you will be responsible for managing a significant portfolio of high-net-worth clients, providing expert advice on pension planning, investment strategies, tax optimization, and retirement solutions.The ideal candidate will have 2+ years of...
-
HNW Financial Advisor
3 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeResponsibilities:The Financial Planner will be responsible for:Managing a portfolio of clients with assets ranging from £100k - £1m+Providing expert advice on pensions, investments, tax planning, and retirement planningGenerating new business opportunities through referrals and recommendationsRequirements:To be successful in this role, you will need:2+...
-
Expert Financial Planner
3 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeJob DescriptionA prestigious wealth planning firm in Hertfordshire seeks a skilled Financial Advisor to service existing clients and expand the business. This exciting opportunity offers a salary range of £50,000 - £60,000 (DOE) and excellent benefits.The ideal candidate will have 2+ years of experience in advising HNW retirees, accumulators, local...
-
Senior Financial Planner
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeJob 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...
-
Financial Planner Position
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**About the Company**Financial Divisions is a professional and award-winning Financial Advice firm with years of experience in handling wealth portfolios of ultra-high net worth individuals. Our team has built a fantastic reputation in the IFA/ Financial Planner community.We are now seeking a qualified Paraplanner to join our team, who will be responsible...
-
Financial Asset Manager
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeOverview 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...
-
Financial Planner
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeCompany 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...
-
Senior Financial Analyst
3 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeCompany OverviewFinancial Divisions is a professional Award-winning Financial Advice firm with years' experience in handling wealth portfolios of ultra-high net worth individuals.We have built a fantastic reputation in the IFA/ Financial Planner community and are looking for a skilled Paraplanner to join our team.
-
Financial Planning Consultant
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeCompany OverviewFinancial Divisions is a professional, award-winning Financial Advice firm with years of experience handling wealth portfolios of ultra-high net worth individuals. We offer a great opportunity for the right candidate to work in a progressive, award-winning independent financial planning firm.We have built a fantastic reputation in the IFA/...
-
Financial Planner Assistant
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are seeking a highly motivated and experienced paraplanner to progress to an advisory role at Financial Divisions. This is an exciting opportunity for someone with a strong background in financial planning to grow and expand their skills within our company.About the Job:The ideal candidate will have a diploma-qualified in paraplanning and at least 3 years...
-
Wealth Management Consultant
3 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAbout the Role:We are looking for a skilled Financial Planner to join our team at Financial Divisions. The successful candidate will be responsible for managing a portfolio of clients and providing expert advice on investments, tax planning, and retirement planning.This is an excellent opportunity for an ambitious Financial Planner to take on new challenges...
-
Wealth Planning Consultant
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking an experienced Financial Planner to manage a portion of our Managing Director's existing book of business. This is a servicing role that requires a candidate with 2+ years of advising experience to undertake an existing book of business and generate new business referrals.The ideal candidate will have strong consulting skills and...
-
Wealth Planning Professional
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAbout 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...
-
IFA Advisor Opportunity
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**About the Role:**We are seeking a qualified Paraplanner to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing administrative support to our advisors, ensuring that our clients receive the highest level of service.The successful candidate will have excellent analytical and communication skills, with a...
-
Senior Paraplanner Role
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**Job Overview:**We are currently seeking a highly skilled Paraplanner to join our team at Financial Divisions. As a key member of our team, you will be responsible for providing administrative support to our advisors, ensuring that our clients receive the highest level of service.The successful candidate will have excellent analytical and communication...
-
Career Development in Financial Services
4 weeks ago
Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full timeJob 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...
-
Financial Planning Administrator
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full timeJob 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...
-
Paraplanning and Administration Role
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full timeJob Overview:Recruitment Rebellion is looking for a highly skilled Financial Planning Administrator to join our team. This role offers an exciting opportunity to develop your career in administration or paraplanning within a dynamic and supportive environment.Main Responsibilities:* Provide administrative support to our financial planners, including data...
-
Independent Financial Advisor
14 hours ago
Hitchin, United Kingdom Financial Divisions Full timeFinancial Advisor - Servicing Existing clientsOffices near Hemel Hempstead (Hertfordshire)Hybrid working offered Full administration and paraplanning support providedSalary: £50k - £60,000 (DOE)& Excellent Benefits My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME...
-
Independent Financial Advisor
4 hours ago
Hitchin, United Kingdom Financial Divisions Full timeFinancial Advisor - Servicing Existing clients Offices near Hemel Hempstead (Hertfordshire) Hybrid working offered Full administration and paraplanning support provided Salary: £50k - £60,000 (DOE)& Excellent Benefits My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and...
-
Independent Financial Advisor
4 hours ago
Hitchin, United Kingdom Financial Divisions Full timeFinancial Advisor - Servicing Existing clientsOffices near Hemel Hempstead (Hertfordshire)Hybrid working offered Full administration and paraplanning support providedSalary: £50k - £60,000 (DOE)& Excellent Benefits My client are a wealth planning firm with offices in Hitchin who offer financial advice to HNW retirees, accumulators, local families and SME...
-
Paraplanner - £40k to 50k, Hybrid Working
1 week ago
Hitchin, United Kingdom Financial Divisions Full timeAre you a paraplanner with an extensive background in wealth management supporting Advisers mainly on clients’ pensions and looking for a role closer to home for your complete work/life balance? My client based in Hitchin, founded over 25 years ago has becomeone of the leading independent firms of Financial Advisors in the county offering support to their...
-
Hitchin, United Kingdom Financial Divisions Full timeAre you a paraplanner with an extensive background in wealth management supporting Advisers mainly on clients’ pensions and looking for a role closer to home for your complete work/life balance? My client based in Hitchin, founded over 25 years ago has becomeone of the leading independent firms of Financial Advisors in the county offering support to their...
-
Client Services Administrator
7 days ago
Hitchin, United Kingdom Tandem Financial Full timeClient Services Administrator required. Successful financial planning practice based in lovely offices near Hitchin. Full-time preferred, part-time considered. Any background considered - it's your organisational skills and people skills that we are after.We will train you in the rest! Are you the super organised, upbeat team player we are looking for to...
-
Paraplanner
14 hours ago
Hitchin, United Kingdom Financial Divisions Full timeParaplanner to Advisor Opportunity - £45,000 - £65,000K - Hitchin/Stevenage Qualified Paraplanner route to AdvisorHitchin, North Hertfordshire £45,000- £65,000 (Depending on Experience) Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high...
-
Paraplanner
4 hours ago
Hitchin, United Kingdom Financial Divisions Full timeParaplanner to Advisor Opportunity - £45,000 - £65,000K - Hitchin/Stevenage Qualified Paraplanner route to Advisor Hitchin, North Hertfordshire £45,000- £65,000 (Depending on Experience) Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of...
-
Paraplanner
4 hours ago
Hitchin, United Kingdom Financial Divisions Full timeParaplanner to Advisor Opportunity - £45,000 - £65,000K - Hitchin/Stevenage Qualified Paraplanner route to AdvisorHitchin, North Hertfordshire £45,000- £65,000 (Depending on Experience) Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high...
-
Paraplanner
2 hours ago
Hitchin, United Kingdom Financial Divisions Full timeParaplanner to Advisor Opportunity - £45,000 - £65,000K - Hitchin/Stevenage Qualified Paraplanner route to AdvisorHitchin, North Hertfordshire £45,000- £65,000 (Depending on Experience) Would consider Part Time Applicants Our client is a professional Award-winning Financial Advice firm with years’ experience in handling wealth portfolios of ultra-high...
-
Paraplanner
6 days ago
Hitchin, United Kingdom Recruit Wealth Full timeRecruit Wealth are representing an Independent Financial Planning practice in Hertfordshire who have an enviable reputation and recognised as a leading advisory firm in the county. The business is looking to recruit a skilled and competent Paraplanner to work alongside high producing Financial Planners who manage a diverse portfolio of clients relating to...