Financial Advisors Assistant
2 days ago
Our client, an accountancy and business advisory services firm is seeking a Client Services Executive to join their team.As Client Services Executive, you will be responsible for supporting the team in the administration of private client and corporate financial planning services. You will help the business process new business and service existing clients. This role is an ideal opportunity for someone who is looking to develop their career within a financial planning business.Your role will encompass the following:Processing of new business and documentation in line with agreed service standards.Providing support for adviser/ client appointments - including the putting together of meeting pack and quotations.Client Query managementUpdating systems and producing valuations as needed.Providing administration support and dealing with fees queries.Answering calls and co-ordinating meeting and room bookingsEnsuring an electronic filing system is maintained About you:You will have worked in an administration role previously within financial services, preferably within a Wealth Management or Financial Advisors firm.A broad knowledge of mortgage administration and new business processing would be desirable.You will be an expert planner and able to organise and prioritise with ease. If you would like to join a fantastic firm who is standout in what they do, we would love to hear from you
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Financial Advisors Assistant
3 weeks ago
City of London, United Kingdom CV-Library Full timeOur client, an accountancy and business advisory services firm is seeking a Client Services Executive to join their team. As Client Services Executive, you will be responsible for supporting the team in the administration of private client and corporate financial planning services. You will help the business process new business and service existing...
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Financial Analyst Internship in London
4 weeks ago
London, Greater London, United Kingdom Capstone Investment Advisors Full timeAbout Capstone Investment AdvisorsCapstone Investment Advisors is a leading investment firm that specializes in providing innovative financial solutions to clients worldwide. Our team of experts is dedicated to delivering exceptional results and building long-term relationships with our clients.Salary: The estimated salary for this internship is £45,000 per...
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Investment Advisor
2 weeks ago
City of Edinburgh, United Kingdom Lom Financial Group - Wealth Management Full timeSalary range – USD$100,000 - USD$350,000 per annum (job title and salary are linked to the amount of assets/production under supervision) bonus.Starting Salary Range $100,000 which will rise quickly with an increase of AUM.The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates in the Cayman Islands...
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Senior Financial Advisor
4 weeks ago
London, Greater London, United Kingdom P10 Financial Group Full timeWe are seeking a Senior Financial Advisor to join our team at P10 Financial Group. Based in London, this role offers a competitive salary of £80,000 - £100,000 per annum.The successful candidate will be responsible for advising high net worth clients and high growth businesses on debt advisory operations with banks or lenders. They will also be required to...
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Agriculture Finance Advisor
6 months ago
London, United Kingdom ISF Advisors Full time**Company Description** Location: Location flexible, preferably Europe or North America. ISF Advisors is the leading strategic and financial advisory group committed to mobilizing capital for a more sustainable, equitable, and productive global food system. Building on a decade of industry research, the ISF Advisors team combines experience from top-tier...
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Financial Services Advisor
4 weeks ago
London, Greater London, United Kingdom P10 Financial Group Full timeRole OverviewWe are seeking an experienced Financial Services Advisor to join our dynamic team at P10 Financial Group in London. The ideal candidate will have a strong background in accounting and financial services, with excellent communication skills and the ability to work closely with clients and colleagues.The role offers a competitive salary of...
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Technical Paraplanner and Financial Advisor
2 days ago
London, Greater London, United Kingdom Financial Divisions Full timeJob SummaryWe are seeking a Technical Paraplanner and Financial Advisor to join our team as a Senior Financial Planning Expert. This role offers an exceptional opportunity to work with a highly respected London-based business, driving success through technical expertise and people skills.Key Responsibilities:Creating advice plans and delivering them to new...
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Financial Advisor Assistant
2 days ago
London, Greater London, United Kingdom mbf. Full timeAbout the Rolembf is seeking a skilled Financial Advisor Assistant to support our financial advisors in developing and implementing comprehensive financial plans for clients.This role will involve working closely with our team of experienced professionals to provide essential support and expertise to ensure successful client outcomes.The ideal candidate will...
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Investment Advisor
1 week ago
City of Edinburgh, United Kingdom Lom Financial Group - Wealth Management Full timeJob Description Salary range – USD$100,000 - USD$350,000+ per annum (job title and salary are linked to the amount of assets/production under supervision) + bonus. Starting Salary Range $100,000 which will rise quickly with an increase of AUM.The LOM Financial Group a leading Bermuda-headquartered, full-service investment firm, with regulated affiliates...
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Financial Advisor
7 months ago
London, United Kingdom Fram Search Full timeHybrid working - Client book given - Established firm Fram are working with a boutique financial planning firm based in based in the city. Due to organic growth, our client is looking for a financial advisor to work alongside another planner and Investment manager to give holistic financial advice to their client. The role is employed, and although the role...
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Trainee Financial Advisor Opportunity
4 weeks ago
London, Greater London, United Kingdom Salisbury Financial Services Full timeWe are an equal opportunities employer promoting diversity and inclusivity. Our interview selection process is free from discrimination, and we welcome applications from individuals who share our values.We are seeking a Trainee Financial Advisor to join our team in Gerrards Cross. As an administrator, you will be responsible for providing support to our...
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Senior Financial Conduct Authority Advisor
2 days ago
London, Greater London, United Kingdom Financial Conduct Authority Full timeKey ResponsibilitiesThe Senior Financial Conduct Authority Advisor will be responsible for heading up the strategic analysis of incidents in prioritised firms arising from cyber-attack or technology disruption. They will also undertake peer comparison and analysis of the maturity of firms' technology and cyber environment in relation to other firms in the...
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Independent Financial Advisor
7 months ago
Isle of Man, United Kingdom Shearwater Recruitment Full time**Description** Our client is seeking an experienced and client-focused Independent Financial Advisor to join their team. As an Independent Financial Advisor, you will play a pivotal role in providing personalized financial guidance to their clients. Your expertise in financial planning, investment strategies, and client relationship management will help...
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Senior Financial Advisor
4 weeks ago
City Of London, United Kingdom Michael Page (UK) Full timeAbout Our ClientMichael Page (UK) is a leading recruitment agency that helps clients find top talent.Job OverviewWe are seeking an experienced Senior Financial Advisor to join our team in London. As a key member of our advisory team, you will be responsible for providing strategic financial advice to our clients on mergers and acquisitions transactions.Key...
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Financial Advisor
6 months ago
London, United Kingdom Premier Jobs UK Full timeThis home based Financial Advisor job provides a continuous flow of leads and referrals for you to build a significant client bank You will benefit from access to a highly successful, nationwide mortgage brokerage with over 500 Mortgage Advisors, who are incentivised to refer you financial planning leads! There will be no pressure put on you to...
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Assistant Tax Manager
1 month ago
City of London, United Kingdom cer Financial Ltd Full timeAssistant Tax Manager Reports to Head of Tax Purpose of the Role Tax Compliance Assist the Tax Manager with the preparation and filing of all UK and Overseas tax returns collaborating with professional advisors and Atrium staff. This includes but is not limited to: UK Corporate legal entity and Syndicate tax returns. UK Group and Syndicate VAT...
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Financial Advisor
4 months ago
London, United Kingdom Click and Connect Online Limited Full timeFinancial Advisor Our client, a distinguished financial services firm, is seeking a motivated Financial Advisor newly qualified seeking progression and development. This role presents a remarkable opportunity for career development in the dynamic field of financial advising. Role Overview: The Advisor will primarily assist with client services, supporting...
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Investment Advisor
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeWe are seeking a highly motivated Financial Advisor to join our team at Quilter Financial Planning. As a Financial Advisor, you will be responsible for delivering exceptional customer service to our clients and building strong relationships.Skills and Qualifications:We are looking for an individual with a Diploma in Financial Advice and some Industry Sales...
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Financial Advisor
6 months ago
London, United Kingdom Financial Divisions (City) LLP Full timeMy client is a high-end Investment Group who are currently experiencing an exciting period of rapid growth and are looking to add another Wealth Manager/Financial Adviser to their Wealth Management team. The firm offer a highly ethical, independent, and fully holistic offering to their HNW and UHNW City professional with investable assets of £1m+. The role...
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Trainee Financial Advisor
4 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeTrainee Financial AdvisorWe are seeking a highly motivated and ambitious Trainee Financial Advisor to join our team at Enver Wealth Management Ltd. in Kingsway, London.This is an exceptional opportunity for someone looking to break into the financial services industry, with a clear vision for career growth and a desire to help clients achieve their financial...