Financial Services Professional

4 weeks ago


Chelmsford, Essex, United Kingdom Financial Divisions Full time
Servicing Financial Advisor Position

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.



  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial 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...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    Financial 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...


  • Chelmsford, Essex, United Kingdom Bionic Services Ltd Full time

    About 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...


  • Chelmsford, Essex, United Kingdom Bionic Services Ltd Full time

    About 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...


  • Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full time

    Job 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...


  • Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full time

    Job 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...


  • Chelmsford, Essex, United Kingdom Grant Thornton Full time

    About 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...


  • Chelmsford, Essex, United Kingdom Grant Thornton Full time

    About 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...


  • Chelmsford, Essex, United Kingdom Financial Divisions Full time

    We 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,...


  • Chelmsford, Essex, United Kingdom GCB Recruitment Full time

    Financial 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...


  • Chelmsford, Essex, United Kingdom GCB Recruitment Full time

    Financial 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...


  • Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanning 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...


  • Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full time

    Paraplanning 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...


  • Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full time

    Financial 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...


  • Chelmsford, Essex, United Kingdom Capio Recruitment Financial Planning Full time

    Financial 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...


  • 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...


  • 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...


  • Chelmsford, Essex, United Kingdom Public Practice Recruitment Ltd Full time

    Job 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...


  • Chelmsford, Essex, United Kingdom Public Practice Recruitment Ltd Full time

    Job 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...


  • Chelmsford, Essex, United Kingdom GCB Recruitment Full time

    Financial 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 *...