Current jobs related to Financial Advisor - London - Quilter Financial Planning
-
Head of Financial Crime Compliance Director
3 days ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. As a trusted advisor, you will play a critical role in ensuring the bank's compliance with financial crime regulations and laws.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance...
-
Head of Financial Crime Compliance Director
3 days ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. As a trusted advisor, you will play a critical role in ensuring the bank's compliance with financial crime regulations and laws.Key ResponsibilitiesProvide expert advice and guidance on financial crime compliance...
-
Head of Financial Crime Compliance Director
1 week ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. This is a key role within our organization, responsible for providing expert advice and guidance on financial crime compliance matters.Key ResponsibilitiesProvide advice and guidance to our business and support...
-
Head of Financial Crime Compliance Director
1 week ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our team as a Head of Financial Crime Compliance Director. This is a key role within our organization, responsible for providing expert advice and guidance on financial crime compliance matters.Key ResponsibilitiesProvide advice and guidance to our business and support...
-
Financial Advisor
2 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Financial Divisions is seeking experienced Financial Advisors to join their team. As a Financial Advisor, you will provide personalized financial advice and solutions to clients, including investment planning, retirement planning, and wealth management. With a strong emphasis on client relationships, you will focus on understanding each client's unique...
-
Financial Advisor
20 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Financial Divisions is seeking experienced Financial Advisors to join their team. As a Financial Advisor, you will provide personalized financial advice and solutions to clients, including investment planning, retirement planning, and wealth management. With a strong emphasis on client relationships, you will focus on understanding each client's unique...
-
Financial Advisor
2 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Financial Divisions is seeking experienced Financial Advisors to join their expanding team. As a Financial Advisor, you will be responsible for providing personalized financial advice and solutions to clients. Our team offers fantastic support, excellent networking opportunities, and valuable mentorship. We focus on understanding each client's unique...
-
Financial Advisor
19 hours ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Financial Divisions is seeking experienced Financial Advisors to join their expanding team. As a Financial Advisor, you will be responsible for providing personalized financial advice and solutions to clients. Our team offers fantastic support, excellent networking opportunities, and valuable mentorship. We focus on understanding each client's unique...
-
Financial Advisor
11 hours ago
london, United Kingdom Quilter Financial Planning Full timeJob DescriptionIf 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...
-
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled Financial Crime and Risk Analyst to join our team at Barclays. As a Financial Crime and Risk Analyst, you will play a pivotal role in supporting the Barclays UK Customer Financial Crime team to protect both Barclays and our customers from the social and economic impact of Financial Crime.Key ResponsibilitiesModel...
-
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking a highly skilled Financial Crime and Risk Analyst to join our team at Barclays. As a Financial Crime and Risk Analyst, you will play a pivotal role in supporting the Barclays UK Customer Financial Crime team to protect both Barclays and our customers from the social and economic impact of Financial Crime.Key ResponsibilitiesModel...
-
Financial Advisor
2 weeks ago
Greater London, United Kingdom Quilter Financial Planning Full timeIf you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!Making sure you fit the guidelines as an applicant for this role is essential, please read the below carefully.This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in providing personalized financial advice and solutions to our clients.Key Responsibilities:Develop and implement tailored financial plans to meet clients' unique goals and...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll play a crucial role in providing personalized financial advice and solutions to our clients.Key Responsibilities:Develop and implement tailored financial plans to meet clients' unique goals and...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial advice and solutions to help them achieve their goals.Key Responsibilities:Provide expert financial advice...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial advice and solutions to help them achieve their goals.Key Responsibilities:Provide expert financial advice...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial advice and solutions to help them achieve their goals.Key Responsibilities:Provide expert financial advice...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial advice and solutions to help them achieve their goals.Key Responsibilities:Provide expert financial advice...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial advice and solutions to help them achieve their goals.About the RoleThis is a hybrid role, offering the...
-
Financial Advisor
3 days ago
London, Greater London, United Kingdom Financial Divisions Full time £100,000Unlock Your Potential as a Financial AdvisorAt Financial Divisions, we're seeking a skilled Financial Advisor to join our team. As a Financial Advisor, you'll have the opportunity to work with a diverse range of clients, providing personalized financial advice and solutions to help them achieve their goals.About the RoleThis is a hybrid role, offering the...
Financial Advisor
3 months ago
Summary
We are currently recruiting for one of our leading Appointed Representative firms.
David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can demonstrate and live our values, to join our team.
The David James Wealth values are:
- We do the right thing - we always stick to what we know to be right
- Totally dedicated – together we work hard and deliver on our promises
- Always improving – we listen, learn and strive for knowledge
- Enjoying the journey – we’re positive about what the road ahead promises
As a Financial Adviser at David James Wealth, you will be responsible for working closely with our clients. You will engage with clients on a personal level, encouraging them to talk extensively about what motivates them and how they want their lives to look in years to come
Skills:
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits:
Access to high-quality clients to provide advice services to:
- Support with further qualifications, including study leave
- Pension and death in service benefits
- 25 days holiday (+ Bank Holidays) per annum
- The ability and support to work flexibly where appropriate, in terms of hours and location
- Salary upto £50,000
- A performance award based on delivering on our core values (see above)
- A performance award based on the level of total fee/commission income generated
- Participation in our company share options scheme
- We will provide access to market leading technology and IT equipment to help you deliver a first-class service to our clients and will provide full training to get you off to a great start.
