Financial Advisor

4 weeks ago

London England, United Kingdom Oasis Crescent Full time
Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term

Check out the role overview below If you are confident you have got the right skills and experience, apply today.

The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.

Requirements
Bachelor's degree in Finance, Accounting, Business, or a related field
Excellent knowledge of financial planning principles and investment strategies
CFP or diploma in Financial Planning advantageous
Strong communication and interpersonal skills to collaborate effectively with clients
Passionate about providing the best financial services and advice to clients
Effective problem-solving skills, with the ability to identify issues and provide solutions
Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
Valid driver’s license essential.
Adhering to CPD Requirement

Experience
2+ years experience in the financial services industry
Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
History of building strong relationships.

Job description
To generate leads, set up appointments, meet clients and close the deal.
To do an investment needs analysis
To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
To obtain all necessary documentation (FICA documentation).
To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
To assist with ad hoc marketing drives in your region.
To effectively service your clients that may be in other centers limited travelling may be required
Flexibility is required as clients from time to time request consultations outside of normal office hours.
Analysis to provide ideas for new product development.
Updating Profida Report on daily bases.
Submitting daily travel reports
Submitting demographic report of client.

Remuneration
fixed remuneration package (not commission based)

  • Financial Advisor

    4 weeks ago

    London, England, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Advisor

    7 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    7 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    7 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    7 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    7 days ago

    England,, UK, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    7 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE *** If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    2 months ago

    England, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    7 days ago

    England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any...

  • Financial Advisor

    3 weeks ago

    Manchester, England, United Kingdom Quilter Financial Planning Full time

    ** Applicants must hold Level 4 Diploma in UK Financial Advice **Please read the information in this job post thoroughly to understand exactly what is expected of potential candidates.If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any...

  • Financial Advisor

    7 days ago

    Eastern England, United Kingdom Quilter Financial Planning Full time

    *** APPLICANTS MUST HOLD LEVEL 4 DIPLOMA IN FINANCIAL ADVICE ***If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new...

  • Financial Advisor

    5 days ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    5 days ago

    London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for youThis is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    1 month ago

    London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent...

  • Financial Advisor

    3 weeks ago

    City of London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! Apply now, read the job details by scrolling down Double check you have the necessary skills before sending an application. This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an...

  • Financial Reporting Manager

    5 days ago

    London, Greater London, United Kingdom Resident Advisor Full time £45,000 - £65,000

    Join Resident Advisor's Finance TeamResident Advisor (RA) is a prominent music media brand established in 2001, serving as a pivotal player in the dance, electronic, and DJ realm.With an audience exceeding 6 million monthly users, RA captivates its followers through a blend of news, editorials, club listings, and ticketing services. Additionally, RA...

  • Financial Advisor

    1 month ago

    London, United Kingdom Quilter Financial Planning Full time

    Job Description If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that...

  • Financial Advisor

    3 weeks ago

    City of London, Greater London, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you! This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Trainee Financial Advisor

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...

  • Trainee Financial Advisor

    3 weeks ago

    London, United Kingdom Financial Lifestyle Management LTD Full time

    Location: London Contract Type: Permanent/ Full time Salary: 35,000 Benefits: Pension, PMI, Bupa Cashplan, Wagestream (flexible pay), Perkbox, Techscheme, Volunteer days, Birthday lie in, EAP, Wellbeing support. Are you ready to carve your own path in the world of finance? Do you have a passion for helping others achieve their financial goals...