Professional Financial Services Coordinator

1 month ago


Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

We are seeking a highly skilled Professional Financial Services Coordinator to join our team at Recruitment Rebellion in Hertfordshire.

As a key member of our financial planning firm, you will have the opportunity to take your career to the next level with our comprehensive training program.

We are looking for an individual who is passionate about helping clients achieve their financial goals and has a genuine interest in money and investing.

The ideal candidate will have at least three years of relevant experience and exceptional organisational skills, with a strong telephone manner and excellent email writing skills.

Responsibilities will centre around submitting and processing new business, communicating with clients to develop relationships, producing quotes and valuations, and following up on client interactions.

You will be liaising with financial providers, investment companies, and other third parties to provide efficient and effective service to our clients.

A competitive salary package of £30,000 - £40,000 per annum reflects our commitment to attracting top talent and offering excellent career opportunities.



  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Join Financial Divisions as a Financial Planning Professional and take advantage of a fantastic opportunity to progress your career in the field of Independent Financial Advice. Located in the beautiful North Hertfordshire area, this role offers a great balance between work and personal life.The ideal candidate will be a qualified Paraplanner with at least 3...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Job OverviewAt Financial Divisions, we are seeking a seasoned Financial Planning Consultant to join our team. This is an excellent opportunity for an experienced professional to take on a servicing role and expand their client base.The ideal candidate will have 2+ years of experience in providing financial advice and be comfortable managing a book of...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    At 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...


  • Hitchin, Hertfordshire, United Kingdom HANDELSBANKEN PLC Full time

    Job OverviewWe are seeking a highly organized Financial Services Coordinator to join our team at Handelsbanken PLC.Main ResponsibilitiesOffice Management: Manage the office, providing administrative support to the Branch Manager.Marketing Support: Assist the branch in building positive relationships with local professionals through marketing...

  • Financial Planner

    2 weeks ago


    Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Company 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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Job Summary:We are seeking a highly skilled Senior Financial Planner to join our team at Financial Divisions. As a key member of our wealth planning team, you will be responsible for delivering exceptional client service, developing and implementing tailored financial plans, and maintaining strong relationships with existing clients.The successful candidate...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    About 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...


  • 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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    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 productsAdminister and action...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    About the Job:As a Senior Financial Planner with Financial Divisions, you will be responsible for delivering exceptional client service, developing and implementing tailored financial plans, and maintaining strong relationships with existing clients. With a portfolio of over 500 clients, each with assets ranging from £100k - £1m+, you will have the...


  • 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,...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    We 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 -...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Company 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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Company OverviewFinancial Divisions is a professional, award-winning Financial Advice firm with years of experience handling wealth portfolios of ultra-high net worth individuals. We offer a great opportunity for the right candidate to work in a progressive, award-winning independent financial planning firm.We have built a fantastic reputation in the IFA/...


  • 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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Overview of the Role:Financial Divisions, a wealth planning firm with offices in Hitchin, is seeking a highly skilled Wealth Planning Professional to join their team. The ideal candidate will be responsible for managing a portion of the Managing Director's existing book of business, handling annual review responsibilities and providing expert financial...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    At 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...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    We are seeking a highly skilled Paraplanner to progress to an advisory role at our award-winning financial planning firm, Financial Divisions.Key Responsibilities:Portfolio ReportingMarket Analysis and ResearchAdvice Administration and ExecutionFinancial Planning and Suitability ReportsTemplate Development and Client CommunicationClient Liaison and Technical...


  • Hitchin, Hertfordshire, United Kingdom Financial Divisions Full time

    Key ResponsibilitiesThe successful candidate will be responsible for:Managing a significant portion of the Managing Director's existing book of businessServicing clients and providing high-quality advice and guidanceGenerating new business through recommendations and referralsWorking closely with the paraplanning and administration teamAbout UsAt Financial...


  • Hitchin, Hertfordshire, United Kingdom Recruitment Rebellion Full time

    A skilled and enthusiastic Financial Planning Administrator is required to support our team in delivering exceptional service to our clients. This is a fantastic opportunity to work with a leading financial planning firm that values employee growth and development.The ideal candidate will possess excellent organizational skills, a positive attitude, and a...