Wealth Management Partner
4 days ago
Type of Position: Wealth Management Partner - London
Pay: Self-Employed Package
Our client is looking for a Wealth Management Partner to join their firm based in London. You will have access to a team of paraplanners and financial admins to help support your career as a Financial Adviser. We are working with an award-winning wealth management firm that aims to help aspiring Financial Advisers by providing flexibility and freedom of growth within their network, offering independent advice to high-net-worth clients and rewarding them with equity within their practice.
Responsibilities
- Provide strategic advice across a variety of financial products and services (debt management, cash management, insurance coverage, investments)
- Assess clients’ overall financial picture, understand their needs, and develop a solid financial plan
- Guide clients towards profitable and secure financial decisions
- Cultivate a client base and build win-win relationships
- Network, generate leads, and seize opportunities to sell funds, stocks, bonds, etc., to meet sales quotas
- Keep abreast of new industry trends and research the market to support financial consulting
- Oversee the course of the financial plan and update it, if necessary, to ensure profitability
- Comply with all industry rules and regulations
- Liaise with providers, solicitors, valuers, and other professionals
Requirements and Skills
- Proven working experience as a Financial Adviser, Financial Planner, or relevant experience
- Track record of successful financial guidance
- Ability to analyze market financial data and provide appropriate data-based advice
- Strong communication, negotiation, and presentation skills
- Accuracy, attention to detail, and the ability to explain complex information clearly and simply
- Excellent PC knowledge and ability to operate database systems
- Current certificate of qualifications (FCA, CII, DipFA, CISI, or other)
- Degree in Finance or related field preferable
-
Wealth Management Trainee
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full timeWealth Management TraineeEnver Wealth Management Ltd. is seeking a talented and driven Wealth Management Trainee to join our dynamic team in Kingsway, London.This is an exceptional opportunity for someone looking to break into the wealth management industry, with a clear vision for career growth and a desire to help clients achieve their financial goals.As a...
-
Wealth Management Business Strategist
3 weeks ago
London, Greater London, United Kingdom Skybound Wealth Management Full timeWealth Management Business OpportunityAt Skybound Wealth Management, we are seeking a highly skilled Business Development Executive to join our team. This role offers a unique chance to build a new career in wealth management and provide exceptional service to high net worth expat clients.The main focus of this position is to strategically target and...
-
Wealth Management Practice Administrator
6 months ago
London, United Kingdom St. James's Place Wealth Management Full time**Senior Administrator or Practice Manager** **Location: London Kingsway Salary: Up to £38k + discretionary bonus depending on experience** **Working as part of the team at an Appointed Representative of St. James’s Place Wealth Management Plc.** An excellent opportunity has arisen for a professional Senior Administrator to work in Kingsway, London. You...
-
Senior Wealth Management Administrator
6 months ago
London, United Kingdom Your Resourcing Partner Full time_**New opportunity**:_ - **SENIOR WEALTH MANAGEMENT ADMINISTRATOR / PRACTICE MANAGER **_ Suitable for long-term administrator / future practice manager. **Role overview** We are recruiting for a full time Wealth Senior Wealth Management Administrator to support one Partners within a successful principal partner practice of St. James’s Place Wealth...
-
London, Greater London, United Kingdom Apollo Private Wealth Full timeAbout the RoleWe are seeking a highly motivated individual to join our team as an Associate Wealth Adviser. This role offers a unique opportunity for career advancement in wealth management, working closely with experienced Advisers to develop your skills and knowledge.Your MissionAs an Associate Adviser, you will support the completion of your Financial...
-
Wealth Management Career Opportunities
2 weeks ago
London, Greater London, United Kingdom Hoxton Wealth Full timeAbout Hoxton WealthWe are a leading wealth management company dedicated to providing exceptional financial services. Our team is passionate about helping clients achieve their goals and secure their financial futures.
-
Associate Wealth Adviser
6 months ago
London, United Kingdom Apollo Private Wealth Full time**Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...
-
Associate Wealth Adviser
6 months ago
London, United Kingdom Apollo Private Wealth Full time**Your mission**: **Are you Level 4 qualified but don't have any experience Advising clients yet?** **Perhaps you are part way through your Level 4 but haven't quite finished all of your exams yet.** Well, we now have an opportunity to join our team as an Associate Advisor. This role will support you not only to complete your Financial Planning exams, but...
-
Wealth Management Professional
1 month ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeApollo Private Wealth is a leading wealth management firm based in London. We are seeking a skilled and ambitious Wealth Adviser to join our team.Your MissionOur mission is to provide exceptional client outcomes and deliver a highly personal service. We believe in the spirit of ownership and empowering our people to excel at the speed of their talent.Your...
-
Wealth Management Specialist
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeUnlock Your Potential as a Wealth AdviserYour career is our top priority, and we're committed to helping you excel in the wealth management industry. If you have an entrepreneurial spirit, unwavering drive, and a strong motivation to develop your business, you might be the ideal candidate for this role.We offer extensive experience in developing individuals...
-
London, Greater London, United Kingdom AAG Wealth Management Full timeAbout AAG Wealth ManagementAAG Wealth Management is a dynamic wealth management and financial education business that values collaboration and continuous learning.Job OverviewWe are seeking an experienced Corporate Client Relationship Manager to drive client growth and engagement through strategic partnerships and client-centric solutions.Key...
-
Holistic Wealth Manager Opportunity
2 weeks ago
London, Greater London, United Kingdom Apollo Private Wealth Full timeWealth Management OpportunityApollo Private Wealth is a dynamic and ambitious wealth management firm that offers a unique opportunity for experienced financial professionals to join our team and build a successful career.The ideal candidate will have a strong understanding of holistic financial planning, excellent communication skills, and be able to work...
-
Wealth Associate
6 months ago
London, United Kingdom MASECO Private Wealth Full timeThe is an exciting opportunity for a graduate who is looking to pursue a career in Wealth Planning. We are looking for someone who is committed to adding value by delivering results in an administrative capacity and by preparing client-ready documents. The role has potential to develop into having some exposure to clients and training and support will be...
-
Wealth Management Specialist
3 weeks ago
London, Greater London, United Kingdom Nova Wealth Full timeUnlock Your PotentialWe are seeking an experienced Financial Planner to join our dynamic team at Nova Wealth. As a key member of our team, you will play a vital role in shaping our advice delivery methods and driving business growth.About UsNova Wealth is a forward-thinking company that aims to revolutionize the financial advice industry in the UK. We...
-
Strategic Corporate Partnership Manager
1 month ago
London, Greater London, United Kingdom AAG Wealth Management Full timeRole OverviewAAG Wealth Management is seeking a Corporate Client Relationship Manager to join our Financial Education and Strategic Partnerships Team. This role will be a hybrid (in-office / home working) based role working from our offices in London.Key ResponsibilitiesBuild and maintain relationships with Share Plan, HR, and Reward key contacts and...
-
Career Advancement in Wealth Management
3 weeks ago
London, Greater London, United Kingdom Enver Wealth Management Ltd. Full time**Job Title:** Financial AdviserAbout Us:Enver Wealth Management Ltd. is a reputable firm that has established itself as a trusted adviser to clients, particularly those in the online influencer space. Founded by Ed Enver in 2014, we have grown into one of SJP's most successful and fastest growing businesses.Salary: We offer both an employed and...
-
Wealth Management Partner
2 days ago
London, United Kingdom Artemis Recruitment Consultants Ltd Full timeType of Position: Wealth Management Partner - LondonPay: Self-Employed PackageWealth Management Partner - LondonOur client is looking for a Wealth Management Partner to join their firm based in London. You will have access to a team of paraplanners and financial admins to help support your career as a Financial Adviser. We are working with an award-winning...
-
Self Employed Private Client Wealth Adviser
6 months ago
London, United Kingdom Apollo Private Wealth Full time**Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals from an employed...
-
Self Employed Private Client Wealth Adviser
6 months ago
London, United Kingdom Apollo Private Wealth Full time**Your mission**: Your career is our priority. Do you have entrepreneurial spirit? Do you have unwavering drive and work ethic? Do you have a strong motivation to develop your business, natural interest, and understanding of developments in private wealth and investment management? We have extensive experience in developing individuals into business owners...
-
Product Reporting Framework Lead
2 weeks ago
London, Greater London, United Kingdom Schroders Personal Wealth Full timeJob DescriptionThis is an exciting opportunity for a skilled Product Reporting Manager to join Schroders Personal Wealth. As a Product Reporting Manager, you will lead the design, development, and implementation of a new product reporting framework across Schroders Personal Wealth Products. You will establish key performance indicators (KPIs) and metrics to...