Senior Financial Consultant

1 day ago


Colchester, Essex, United Kingdom Financial Divisions Full time
Job Overview
We are seeking a highly skilled and ambitious individual to join our team as a Servicing Financial Advisor. As a pivotal member of our wealth management team, you will work closely with seasoned professionals to deliver exceptional client service and advice.

Salary and Benefits
The successful candidate can expect a competitive salary of £45,000 - £55,000 per annum, in addition to generous annual leave, pension contributions, and professional development support.

About the Role
In this role, you will be responsible for collaborating with financial advisers to craft recommendations, conducting thorough research and analysis of products and providers, and ensuring adherence to company standards. You will also be tasked with reviewing contracts, maintaining meticulous records, and conducting annual reviews for our valued clients.

Requirements
To succeed in this role, you will need at least 2 years' experience as a paraplanner, along with a Level 4 Diploma. Strong knowledge of key financial planning areas, exceptional attention to detail, and outstanding communication skills are essential. Proficiency in MS Office, particularly Excel, is preferred.

Join Our Team
At Financial Divisions, we offer a supportive and collaborative environment that encourages growth and development. If you are passionate about financial planning and have a strong desire to advance your career, we would love to hear from you.

  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Enhance your career as a Senior Financial Consultant with Financial Divisions, offering tailored wealth management solutions to high-net-worth individuals.About the RoleThe ideal candidate will have at least 3 years of experience in financial planning and the ability to work effectively with clients holding significant investable assets. They should be able...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    **About Us**">Financial Divisions is a well-established financial services provider with a strong reputation for delivering exceptional advisory services to high-net-worth individuals and families.We are seeking an experienced Senior Financial Consultant to join our team, who will be responsible for managing a portfolio of existing clients and attracting new...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OpportunityWe are seeking a skilled Financial Consultant 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 £55k - £75k per annum,...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OverviewWe are seeking a skilled Financial Planning Consultant to join our team at Financial Divisions. As a key member of our Wealth Management department, you will play a pivotal role in helping our clients achieve their financial goals.With a strong background in paraplanning and a passion for delivering exceptional client service, you will be...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job OpportunityThis is a unique chance to join a reputable financial services company as a Financial Adviser. The role involves managing an existing book of business from a retiring adviser and bringing on new clients.The ideal candidate will have at least 3 years of experience in financial planning and the ability to work with high net worth individuals. A...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    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...


  • Colchester, Essex, United Kingdom Vitae Financial Recruitment Full time

    We are a leading recruitment agency specializing in financial roles, and we are excited to announce the availability of a Senior Financial Analyst position within our team.The Key Responsibilities:Review calculations and reconciliations for accruals and prepayments.Prepare financial statements, including departmental profit and loss accounts and monthly...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Establish a thriving financial planning practice within Financial Divisions, a renowned advisory firm based in Colchester, Essex. As a Senior Financial Planning Specialist, you will oversee the management of an existing client base, inherited from a retiring adviser, and drive growth through new business development.We are seeking an experienced Financial...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    **Job Summary:**We are looking for a Senior Financial Planning Consultant to join our team at Financial Divisions in Colchester, Essex.The successful candidate will have a strong background in financial planning and be able to provide high-quality advice to clients with investable assets between £150k-£350k.The role involves managing a book of business...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    Job Overview:We are seeking a highly skilled Financial Advisor to join our team in Essex. This is a unique chance to build your career as a senior adviser and grow our client base.The successful candidate will have a strong track record of financial planning experience, excellent communication skills, and the ability to manage a high-value client...


  • Colchester, Essex, United Kingdom Armstrong Knight Full time

    Armstrong Knight is seeking a highly skilled Senior Financial Professional to join their team. As part of this role, you will produce financial statements and provide expert advice to clients on matters such as financial management, tax, and audit. You will also be involved in ad-hoc projects, including systems improvements and consultancy work.This is an...


  • Colchester, Essex, United Kingdom Financial Divisions Full time

    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...


  • Colchester, Essex, United Kingdom Douglas Steers & Company Full time

    We are a leading provider of wealth management services, consistently ranked among the top financial advisers in the country. As a Senior Asset Consultant, you will be responsible for onboarding new clients and meeting their financial planning needs. This is an exciting opportunity to join our rapidly expanding business and contribute to our success.Key...

  • Senior Finance Lead

    6 days ago


    Colchester, Essex, United Kingdom Hays Senior Finance Full time

    Company OverviewHays Senior Finance is an excellent employer that supports a positive work/life balance for all employees. We are seeking a highly skilled CCAB Qualified Accountant to lead our small Finance team.This role offers an outstanding opportunity for a finance professional to develop their skills and take on new challenges in a dynamic...


  • Colchester, Essex, United Kingdom beBee Professionals Full time £45,000 - £65,000

    We are seeking a Senior Financial Manager to join our finance team in Colchester, UK. As a key member of our team, you will be responsible for overseeing financial planning, reporting, and analysis, ensuring the company's financial health and compliance with regulations.Key Responsibilities:Develop and implement financial planning and analysis strategies to...

  • Senior Paraplanner

    1 day ago


    Colchester, Essex, United Kingdom Financial Divisions Full time

    Company Overview:Fiserv Financial Divisions is a leading financial services provider, seeking a skilled Servicing Financial Advisor to join our team. Our client-centric environment offers unique opportunities for growth and advancement.


  • Colchester, Essex, United Kingdom NMS Recruit Ltd Full time

    We are seeking a highly skilled Senior Financial Analyst to join our team in Colchester. As a Senior Financial Analyst, you will play a key role in the financial management of our business, ensuring timely payment of suppliers and accurate reconciliation of ledgers.Key Responsibilities:Prepare monthly financial management information packs, providing...


  • Colchester, Essex, United Kingdom Pure Resourcing Solutions Limited Full time

    Job Summary">We are seeking a highly experienced Finance Manager to join our team in Colchester on a 6-month fixed term contract.">The successful candidate will be responsible for overseeing all aspects of financial management, including budgeting, forecasting, and financial reporting.">Main Responsibilities:">Develop and manage budgets and forecasts to...


  • Colchester, Essex, United Kingdom Ernest Gordon Recruitment Full time

    **Job Title:** Senior Sales Consultant**Salary:** £38,000 - £42,000 per annum (OTE £45K) + Progression Opportunities + Training + Performance Bonus + Early Friday Finish + Office BasedWe are seeking a Senior Sales Consultant to join our team at Ernest Gordon Recruitment. As a key member of our sales team, you will be responsible for driving business...


  • Colchester, Essex, United Kingdom Universal Business Team Full time

    We are seeking a results-driven Chief Financial Officer Candidate to join our Universal Business Team. As a key member of the team, you will play a vital role in driving financial growth and success.About the CompanyOur company is a family-run SME based in Colchester, with ambitious growth plans and a strong focus on profitability.The successful candidate...