Financial Services Professional
4 weeks ago
Job Summary:
We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique opportunity to collaborate closely with seasoned professionals in a vibrant and client-centric environment.
Key Responsibilities:
- Collaborate with advisers to craft recommendations and conduct thorough research and analysis of products and providers.
- Conduct annual reviews for valued clients and maintain meticulous records.
- Review contracts and continually explore investment funds.
- Work alongside three Partners to prepare recommendations and ensure adherence to company standards.
Requirements:
- At least 2 years plus experience as a paraplanner or Trainee Advising.
- Level 4 Diploma.
- Strong knowledge of key financial planning areas.
- Exceptional attention to detail and outstanding communication skills.
- Proficiency in MS Office, particularly Excel.
What We Offer:
- Competitive salary.
- Generous annual leave.
- Pension contributions.
- Professional development support.
- Varied client base.
- Supportive and collaborative environment.
About Us:
Our client is a leading provider of financial services, dedicated to delivering exceptional results to our clients. We are committed to fostering a supportive and collaborative environment that encourages growth and development.
-
Financial Services Professional
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeFinancial Services Opportunity **Job Summary:** We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment. **Key Responsibilities:** * Collaborate with advisers to craft...
-
Financial Services Professional
2 weeks ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeFinancial Services Opportunity **Job Summary:** We are seeking a skilled and passionate individual to join our team as a Servicing Financial Advisor. This role provides a unique chance to collaborate closely with seasoned professionals in a vibrant and client-centric environment. **Key Responsibilities:** * Collaborate with advisers to craft...
-
Financial Services Professional
2 months ago
Chelmsford, Essex, United Kingdom Bionic Services Ltd Full timeAbout Bionic Services LtdBionic Services Ltd is a leading provider of innovative finance solutions for small and medium-sized businesses in the UK. Our company is part of the Bionic Group, a business essentials service that offers a range of services to support businesses in their growth and development.We are committed to delivering exceptional customer...
-
Financial Services Professional
2 months ago
Chelmsford, Essex, United Kingdom Bionic Services Ltd Full timeAbout Bionic Services LtdBionic Services Ltd is a leading provider of innovative finance solutions for small and medium-sized businesses in the UK. Our company is part of the Bionic Group, a business essentials service that offers a range of services to support businesses in their growth and development.We are committed to delivering exceptional customer...
-
Financial Planning Professional
3 weeks ago
Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: ParaplannerLocation: ChelmsfordSalary: £35,000 - £45,000A well-established, Financial Planning practice based in Chelmsford is seeking a dedicated professional to join their growing team. The team is passionate about delivering exceptional service and building long-term relationships.With a technical back-office team, this role would suit...
-
Financial Planning Professional
3 weeks ago
Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full timeJob Title: ParaplannerLocation: ChelmsfordSalary: £35,000 - £45,000A well-established, Financial Planning practice based in Chelmsford is seeking a dedicated professional to join their growing team. The team is passionate about delivering exceptional service and building long-term relationships.With a technical back-office team, this role would suit...
-
Financial Services Professional
2 months ago
Chelmsford, Essex, United Kingdom Grant Thornton Full timeAbout Grant ThorntonGrant Thornton is a leading professional services firm that helps businesses and organizations achieve their goals. Our team of experts provides a range of services, including audit, tax, and advisory services.Job SummaryWe are seeking an experienced Audit Assistant Manager to join our Entrepreneurial Services team. As an Audit Assistant...
-
Financial Services Professional
2 months ago
Chelmsford, Essex, United Kingdom Grant Thornton Full timeAbout Grant ThorntonGrant Thornton is a leading professional services firm that helps businesses and organizations achieve their goals. Our team of experts provides a range of services, including audit, tax, and advisory services.Job SummaryWe are seeking an experienced Audit Assistant Manager to join our Entrepreneurial Services team. As an Audit Assistant...
-
Financial Administrator
2 days ago
Chelmsford, Essex, United Kingdom Financial Divisions Full timeWe are seeking a skilled Part Time Financial Administrator to join our team at Financial Divisions. This is an excellent opportunity for an experienced professional to utilize their skills in a dynamic and supportive environment.In this role, you will provide end-to-end administrative support to our Managing Director, including drafting Letters of Authority,...
-
Financial Services Professional
3 weeks ago
Chelmsford, Essex, United Kingdom GCB Recruitment Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at GCB Agency Recruitment Ltd. Our clients, a leading and well-established Financial Planners based in the Chelmsford area, are looking for a Financial Advisor to support their business growth.This role will offer the successful candidate the opportunity to grow...
-
Financial Services Professional
3 weeks ago
Chelmsford, Essex, United Kingdom GCB Recruitment Full timeFinancial Advisor OpportunityWe are seeking an experienced Financial Advisor to join our team at GCB Agency Recruitment Ltd. Our clients, a leading and well-established Financial Planners based in the Chelmsford area, are looking for a Financial Advisor to support their business growth.This role will offer the successful candidate the opportunity to grow...
-
Financial Planning Assistant
4 weeks ago
Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning RoleWe are seeking a skilled Paraplanning professional to join our team at Capio Recruitment Financial Planning. As a key member of our financial planning practice, you will play a vital role in delivering exceptional service and building long-term relationships with our clients.Key ResponsibilitiesPrepare suitability reports and cash flow...
-
Financial Planning Assistant
4 weeks ago
Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full timeParaplanning RoleWe are seeking a skilled Paraplanning professional to join our team at Capio Recruitment Financial Planning. As a key member of our financial planning practice, you will play a vital role in delivering exceptional service and building long-term relationships with our clients.Key ResponsibilitiesPrepare suitability reports and cash flow...
-
Financial Planning Assistant
3 weeks ago
Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full timeFinancial Planning RoleWe are seeking a dedicated and detail-oriented professional to join our Financial Planning team as a Paraplanner. This is an excellent opportunity for someone who is diploma qualified and wishes to test their technical knowledge within an established financial planning firm.Key ResponsibilitiesAssist in the preparation of suitability...
-
Financial Planning Assistant
3 weeks ago
Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full timeFinancial Planning RoleWe are seeking a dedicated and detail-oriented professional to join our Financial Planning team as a Paraplanner. This is an excellent opportunity for someone who is diploma qualified and wishes to test their technical knowledge within an established financial planning firm.Key ResponsibilitiesAssist in the preparation of suitability...
-
Financial Services Manager
1 month ago
Chelmsford, Essex, United Kingdom Mr Clutch Autocentres Full time## Job Title: Manager of Financial Promotions ## Job Summary We are seeking an experienced and skilled Manager of Financial Promotions to join our team at Mr Clutch Autocentres. As a key member of our management team, you will be responsible for driving financial growth and success across our network of Autocentres. ## Key Responsibilities * Promote and...
-
Financial Services Manager
1 month ago
Chelmsford, Essex, United Kingdom Mr Clutch Autocentres Full time## Job Title: Manager of Financial Promotions ## Job Summary We are seeking an experienced and skilled Manager of Financial Promotions to join our team at Mr Clutch Autocentres. As a key member of our management team, you will be responsible for driving financial growth and success across our network of Autocentres. ## Key Responsibilities * Promote and...
-
Senior Financial Professional
1 month ago
Chelmsford, Essex, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Senior AccountantWe are seeking a highly skilled and experienced Senior Accountant to join our team in Chelmsford. As a Senior Accountant, you will be responsible for managing a client portfolio of various sizes and within a broad range of business sectors.About the Role:Autonomously manage a client portfolio of various sizes and within a broad...
-
Senior Financial Professional
1 month ago
Chelmsford, Essex, United Kingdom Public Practice Recruitment Ltd Full timeJob Title: Senior AccountantWe are seeking a highly skilled and experienced Senior Accountant to join our team in Chelmsford. As a Senior Accountant, you will be responsible for managing a client portfolio of various sizes and within a broad range of business sectors.About the Role:Autonomously manage a client portfolio of various sizes and within a broad...
-
Financial Services Coordinator
3 weeks ago
Chelmsford, Essex, United Kingdom GCB Recruitment Full timeFinancial Services Coordinator We are seeking an experienced Financial Services Coordinator to join our team at GCB Recruitment. As a Financial Services Coordinator, you will be responsible for providing administrative support to our financial planning team. Responsibilities: * Process new business applications * Assist with suitability assessments *...