Financial Planning Specialist

12 hours ago


Colchester, Essex, United Kingdom Financial Divisions Full time

Explore a new opportunity as a Financial Planning Specialist with Financial Divisions in Colchester, Essex.

Earn an estimated salary of £60k - £80k per annum, plus attractive benefits and bonus package.

This role involves managing a client bank generated from a retiring adviser over the next 3 years, while bringing on new clients to expand your portfolio.

The ideal candidate will have at least 3 years of solid financial planning experience, working with high net worth individuals and providing quality services.

Main Responsibilities:

  • Manage existing client relationships
  • Develop new business opportunities

About the Company: Financial Divisions is a well-established firm operating for over 15 years, offering holistic advisory services to families, retirees, and professionals. Our clients hold significant investable assets, and we pride ourselves on delivering exceptional service and generating new business through referral and recommendation.

Key Benefits:

  • Hybrid working arrangement
  • Flexible work environment
  • Attractive benefits package


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