Financial Advisor Assistant
1 week ago
We are seeking an experienced Paraplanner at Financial Divisions to support our team and help individuals achieve their financial goals. This role offers a great chance to work with a professional, award-winning Financial Advice firm.
Key Responsibilities:- Report on portfolio performance and analyse market offerings, services and products
- Administer and action advice given by the advisor, covering pensions, investments, tax planning, IHT, mortgages and some protections
- Write financial plans, annual reviews, suitability letters and update templates as required
- Liaise with clients regarding technical replies, end of tax year queries and factual information
- Diploma qualified, or willing to complete remaining exams
- At least 3 years' experience in an IFA environment
- A supportive team environment
- Opportunities for further learning and development
The estimated salary for this role is £52,375 per annum, based on the national average salary range in North Hertfordshire.
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Financial Services Advisor
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAt Financial Divisions, we are seeking a skilled Financial Services Advisor to join our team in Hitchin/Hertfordshire. As a Paraplanner, you will be responsible for reporting on portfolio performance, analysing market offerings, services and products, and administering and actioning advice given by the advisor.The ideal candidate will have at least 3 years...
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Junior Financial Advisor
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**Job Overview:**We are seeking a highly motivated and experienced Paraplanner to join our team at Financial Divisions. As a Paraplanner, you will support our Advisors in delivering exceptional client service and have the opportunity to progress to a full Financial Advisor role.The ideal candidate will have a strong understanding of financial services,...
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Paraplanner Opportunity
1 week ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time**About Us:**At Financial Divisions, we pride ourselves on being a professional and award-winning Financial Advice firm. We have years of experience handling wealth portfolios of ultra-high net worth individuals and offer a unique opportunity for a Paraplanner to progress to a full Financial Advisor role.The successful candidate will have a strong...
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Financial Planner Assistant
1 week 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...
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Paraplanner to Advisor Role
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAs a Paraplanner at Financial Divisions, you will have the opportunity to work closely with our advisors to provide expert financial guidance to our clients. This is a Qualified Paraplanner route to Advisor opportunity that offers a great chance to develop your skills and progress in your career.Responsibilities:Analyse market data and report on portfolio...
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High Net Worth Advisor
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeJob TitleSenior Financial Advisor - Existing Client Servicing.Work from the comfort of your own home or our office in Hemel Hempstead, with regular travel to meet clients in the Home Counties region.About the RoleThis role requires a skilled financial advisor to manage a portfolio of high-net-worth clients, providing tailored financial planning services and...
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Paraplanner to Advisor Transition Opportunity
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAs a Paraplanner to Advisor Transition Opportunity at Financial Divisions, you'll play a crucial role in supporting our team of advisors in providing top-notch financial planning services to our clients. With a strong focus on portfolio performance, market analysis, and administrative tasks, this position is perfect for a detail-oriented individual with a...
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Financial Planner
2 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...
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Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeWe are currently seeking a motivated and experienced Paraplanner to join our team as an advisor. This exciting opportunity involves reporting on portfolio performance, analysing market offerings, administering advice given by advisors, and writing financial plans, annual reviews, and suitability letters.What We Offer:A competitive salary of £48,000 -...
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Financial Planning Consultant
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAbout the RoleWe are looking for a skilled Wealth Management Advisor to join our team at Financial Divisions. The successful candidate will be responsible for managing a book of business and generating new business opportunities.The ideal candidate will have 2+ years of experience in financial services and be able to provide expert advice to clients. They...
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IFA Advisor Opportunity
1 week 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...
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Paraplanner Role
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a highly skilled Paraplanner to support our advisors in providing exceptional client service. As a key member of our team, you will be responsible for reporting on portfolio performance, analysing market offerings, services, and products, and administering advice given by the advisor you will be supporting.The role offers a great...
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Paraplanner to Advisor Opportunity
2 months ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeJob Summary: We are seeking a qualified paraplanner to join our team at Financial Divisions, a professional award-winning financial advice firm. The successful candidate will have a diploma in paraplanning and at least 3 years of experience in the IFA industry.Key Responsibilities:Reporting on portfolio performance and analysing market offerings, services,...
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Financial Planning Specialist
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeCompany OverviewHailed as a professional and award-winning Financial Advice firm, we pride ourselves in handling wealth portfolios of ultra-high net worth individuals with assets under management ranging from £2m up to 150m+.Job DescriptionThis role offers a great opportunity for the right candidate to come and work for a progressive, award-winning...
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Financial Planner Position
7 days 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...
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Wealth Management Support Professional
3 weeks ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeAt Financial Divisions, we're seeking a skilled and experienced Paraplanner to join our team as a Wealth Management Support Professional. In this role, you'll provide critical support to our advisors in delivering high-quality financial planning services to our clients. Job DescriptionAs a Wealth Management Support Professional, your primary responsibility...
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Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full timeWelcome to Recruitment Rebellion:We are a dynamic and ambitious recruitment agency dedicated to connecting talented individuals with exciting career opportunities in the financial sector.About the Position:We are currently seeking an Administrative Support for Financial Advisors to join our team. This role offers a unique opportunity to work closely with our...
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Experienced Paraplanner Opportunity
7 days ago
Hitchin, Hertfordshire, United Kingdom Financial Divisions Full timeThis Paraplanner role at Financial Divisions provides an excellent opportunity to join a dynamic and professional team, working closely with experienced advisors to deliver high-quality financial services. You will be responsible for analysing market data, reporting on portfolio performance, and administering advice given by the advisor.About the...
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Junior Financial Controller Assistant
2 weeks ago
Hitchin, Hertfordshire, United Kingdom Crane Building Services & Utilities Full timeKey Responsibilities:The successful candidate will be responsible for providing transactional support to the finance team, including:Preparation of customer rebates and claims.Preparation and posting of customer credit notes.Preparation of period-end balance sheet reconciliations.Assistance during external and internal audits.Preparation of annual Tax Pack...
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Senior Paraplanner Role
2 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...