Wealth Management Opportunity
3 weeks ago
The successful candidate will have a proven track record of success as a paraplanner, with a strong understanding of key financial planning areas.
You will be responsible for working closely with advisers to craft recommendations, conducting thorough research and analysis of products and providers, and continually exploring investment funds.
In addition, you will review contracts, maintain meticulous records, and conduct annual reviews for our valued clients.
A strong skillset is required for this role, including experience as a paraplanner, a Level 4 Diploma, and excellent communication skills.
Our company offers a competitive salary of £48,750, generous annual leave, pension contributions, professional development support, and a supportive and collaborative environment.
-
Wealth Management Consultant
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeElevate 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...
-
Wealth Management Specialist
2 weeks ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeAt Douglas Steers & Company, we are seeking a skilled and dedicated Wealth Management Specialist to join our team. As a specialist in this field, you will be responsible for advising clients on their financial planning needs and developing tailored solutions to meet their goals.The ideal candidate will possess a Level 4 Diploma in Regulated Financial...
-
Wealth Management Professional
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeCompany OverviewAs a leading provider of wealth management services, Financial Divisions offers a unique opportunity for talented individuals to join our team and contribute to the success of our clients.We pride ourselves on delivering exceptional client service and advice, and we are committed to attracting and retaining the best talent in the industry.
-
Senior Wealth Manager
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAs 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...
-
Wealth Management Professional
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAbout the RoleFocusing on wealth management, this position offers an excellent opportunity to grow and advance within a dynamic and client-centric environment at Financial Divisions.As a Client Service Specialist, you will work closely with our experienced partners to prepare recommendations, conduct research, and maintain accurate records. Your primary goal...
-
Wealth Management Professional
1 week ago
Colchester, Essex, United Kingdom Financial Divisions Full timeWe are looking for a skilled Wealth Management Professional to join our team at Financial Divisions.About the PositionThis role involves managing a book of business, bringing on new clients, and providing exceptional service to high net worth individuals.Key DutiesClient portfolio management with assets ranging from £150k to £350kNew client acquisition...
-
Professional Wealth Manager
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeJob DescriptionWe are seeking a professional Wealth Manager 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 £65k - £85k per annum, plus...
-
Colchester-based Wealth Manager
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeBecome a Colchester-based Wealth Manager at Financial Divisions, delivering premium advisory services to discerning clients across East Anglia and London.Key ResponsibilitiesManage an existing portfolio of clients generating from retiring advisers over the next 3 years.Identify and secure new business opportunities through recommendation and...
-
Personal Wealth Manager
4 weeks ago
Colchester, Essex, United Kingdom Austin Fraser Full timeTax and Estate Planning SpecialistAustin Fraser seeks a highly skilled Tax and Estate Planning Specialist to join our team.This is an exciting opportunity to work in a forward-thinking, agile firm that values adaptability and client satisfaction.About the Role:Salary: $70,000 - $90,000 per annum, depending on experienceEnvironment: Collaborative and dynamic...
-
Wealth Management Professional
3 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAbout the RoleWe are seeking a Financial Planner with a proven track record of advising high net worth individuals. As a key member of our team, you will be responsible for managing client relationships and growing our business through referrals and recommendations.The successful candidate will have excellent communication skills, a deep understanding of...
-
Wealth Management Associate
3 weeks ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeJob DescriptionThe Financial Planning Support Specialist will play a key role in supporting our advisers with research, analysis, and client interactions. Responsibilities will include:Assisting with client onboarding and file preparationSupporting advisers with research and analysisLiaising with product providers to acquire client policy detailsMaintaining...
-
Private Client Advisor
4 weeks ago
Colchester, Essex, United Kingdom Austin Fraser Full timePersonal Wealth ManagerAustin Fraser is seeking an experienced Personal Wealth Manager to join our team.This is a unique opportunity to work in a forward-thinking, agile firm that values adaptability and client satisfaction.About the Role:Salary: $65,000 - $85,000 per annum, depending on experienceEnvironment: Collaborative and dynamic work environment with...
-
Asset Manager
3 weeks ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeCareer Opportunity at Douglas Steers & CompanyWe are currently seeking a talented individual to join our team as an Asset Manager, responsible for providing exceptional customer service and support to our clients. This is a fantastic opportunity for individuals looking to grow their career in wealth management and develop their skills in financial planning...
-
Financial Manager
3 weeks ago
Colchester, Essex, United Kingdom EWS Property Management Full timeAs a Financial Manager at EWS Property Management, you will play a key role in providing residential management services across the East of England. With our expertise in complying with RICS Service Charge Codes of Conduct and industry best practice, we offer a unique opportunity for individuals to excel in their careers.We are proud to provide competitive...
-
Servicing Wealth Management Specialist
4 weeks ago
Colchester, Essex, United Kingdom Financial Divisions Full timeAre you looking to take your career to the next level as a Servicing Financial Advisor? We have an exciting opportunity available at Financial Divisions based in the vibrant city of Colchester.This role provides a unique chance to work alongside experienced professionals and contribute to the preparation of recommendations, research, and company...
-
Residential Management Specialist
3 weeks ago
Colchester, Essex, United Kingdom EWS Property Management Full timeJoin us as a Residential Management Specialist at EWS Property Management and take advantage of our expert knowledge in residential management services. You will work with our teams to ensure that our clients' properties are managed efficiently and effectively.We offer a competitive salary package that reflects your skills and experience, along with...
-
Risk Management Coordinator
1 month ago
Colchester, Essex, United Kingdom MPL Claims Management Full timeCompany OverviewMPL Claims Management is a reputable provider of claims management solutions. As a Risk Management Coordinator, you will contribute to our mission by ensuring the efficient handling of claims across various channels.SalaryThe estimated salary for this position is £35,000 per annum, reflecting the level of responsibility and expertise...
-
Residential Account Management Professional
4 weeks ago
Colchester, Essex, United Kingdom EWS Property Management Full timeEWS Property Management has been delivering outstanding residential management services since 1990, maintaining a strong commitment to excellence and industry standards.We are seeking a skilled Residential Account Management Professional to join our dynamic team in Colchester.The successful candidate will be responsible for managing client relationships,...
-
Property Management Financial Assistant
4 weeks ago
Colchester, Essex, United Kingdom EWS Property Management Full timeA Career in Accounting with EWS Property ManagementEWS Property Management is a leading provider of residential management services across the East of England, and we are currently seeking an experienced Client Support Accountant to join our team.The successful candidate will be responsible for assisting with a range of accounting functions supporting the...
-
Wealth Management Advisor Position
3 weeks ago
Colchester, Essex, United Kingdom Douglas Steers & Company Full timeSalary and BenefitsThe role offers a competitive salary ranging from £36,000 to £60,000 per year, with an estimated total earnings potential of £100,000. Our benefits package includes:33 days holidayNo WeekendsChristmas ClosureFull back office support