Investment Advisory Professional

7 days ago

Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time
About the Role

As a Financial Advisor with Quilter Financial Advisers, you will play a crucial role in helping individuals achieve their financial goals. Our team is dedicated to providing exceptional service and expertise to our clients, and we are seeking a talented professional to join our ranks.

Key Responsibilities
  • Develop and implement comprehensive financial plans to meet clients' needs and goals
  • Analyze financial information and provide expert advice on investment strategies and wealth management
  • Build and maintain strong relationships with clients, understanding their unique financial situations and objectives
  • Stay up-to-date with industry developments and regulatory changes, ensuring compliance and best practices
  • Collaborate with colleagues to share knowledge and expertise, driving business growth and success
Requirements
  • Proven experience in financial planning and wealth management
  • Strong analytical and problem-solving skills, with the ability to communicate complex financial concepts
  • Proficiency in MS Office and CRM systems, with a willingness to learn and adapt to new technologies
  • Diploma in Financial Services or equivalent qualification
What We Offer
  • A dynamic and supportive work environment, with opportunities for professional growth and development
  • A competitive salary and bonus structure, reflecting individual performance and business growth
  • Access to industry-leading training and resources, ensuring you stay ahead of the curve in financial planning and wealth management
  • The chance to work with a leading financial services company, with a reputation for excellence and integrity

  • Investment Banking Professional

    7 days ago

    Cardiff, Cardiff, United Kingdom Regal Brooke Limited Full time

    About Regal Brooke LimitedWe are a leading global financial institution, renowned for our expertise in investment banking, mergers and acquisitions, and strategic advisory services.The RoleAs a Graduate Investment Banking Analyst at Regal Brooke Limited, you will be part of a dynamic team that drives strategic decision-making and executes high-profile...

  • Investment Guidance Consultant

    1 week ago

    Cardiff, Cardiff, United Kingdom Quilter Financial Advisers Full time

    About Quilter Financial AdvisersWe are a leading advisory business dedicated to providing expert financial planning services to individuals across the UK. Our team of experienced professionals is committed to delivering exceptional service and helping our clients achieve their financial goals.The RoleWe are seeking a skilled Financial Planning Specialist to...

  • Investment Executive

    4 days ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job DescriptionRole OverviewWe are seeking a highly skilled Investment Executive to join our team at the Development Bank of Wales.Key ResponsibilitiesProvide expert advice on investment and lending strategiesDevelop and maintain relationships with clients and stakeholdersContribute to the development of new business opportunitiesCollaborate with...

  • Investment Executive

    4 days ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job DescriptionRole OverviewWe are seeking a highly skilled Investment Executive to join our team at the Development Bank of Wales.Key ResponsibilitiesProvide expert advice on investment and lending strategiesDevelop and maintain relationships with clients and stakeholdersContribute to the development of new business opportunitiesCollaborate with...

  • Tax Advisory Assistant Manager

    6 days ago

    Cardiff, Cardiff, United Kingdom Grant Thornton Full time

    About the RoleWe are seeking an experienced Corporate Tax Assistant Manager to join our Private Capital team at Grant Thornton. As a key member of our team, you will have the opportunity to work with a diverse range of clients, from owner-managed businesses to private equity-backed companies.Key ResponsibilitiesSupport and lead client relationships,...

  • Tax Advisory Assistant Manager

    7 days ago

    Cardiff, Cardiff, United Kingdom Grant Thornton Full time

    About the RoleWe are seeking an experienced Corporate Tax Assistant Manager to join our Private Capital team at Grant Thornton. As a key member of our team, you will have the opportunity to work with a diverse range of clients, from owner-managed businesses to private equity-backed companies.Key ResponsibilitiesSupport and lead client relationships,...

  • Tax Advisory Services Manager

    1 week ago

    Cardiff, Cardiff, United Kingdom Pro-Tax Recruitment Full time

    Job SummaryWe are seeking talented individuals to join our Corporate Tax Team as a Tax Manager/SM, where you'll undertake a mix of audit of tax and advisory work. Working with senior and experienced personnel in both the tax and audit lines of business will provide you the chance to apply your technical tax knowledge in an engaging setting.Your Role...

  • Senior Financial Professional

    5 days ago

    Cardiff, Cardiff, United Kingdom Edward Jacobs Full time

    About Edward JacobsWe are a leading accounting firm based in Cardiff, with a strong presence in the UK market. Our team of experienced professionals provides high-quality accounting, taxation, auditing, and advisory services to our clients.About the RoleWe are seeking a highly experienced and motivated Senior Accountant to join our team. As a Senior...

  • Senior Financial Professional

    7 days ago

    Cardiff, Cardiff, United Kingdom Edward Jacobs Full time

    About Edward JacobsWe are a leading accounting firm based in Cardiff, with a strong presence in the UK market. Our team of experienced professionals provides high-quality accounting, taxation, auditing, and advisory services to our clients.About the RoleWe are seeking a highly experienced and motivated Senior Accountant to join our team. As a Senior...

  • Investment Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Position OverviewInvestment ExecutiveLocation: CardiffCompensation: Competitive SalaryEmployment Type: Full Time, PermanentAre you a seasoned finance expert with a background in investment or lending? Alternatively, are you an aspiring professional eager to advance your career in finance and investment? If so, we may have the perfect opportunity for you.We...

  • Senior Financial Professional

    5 days ago

    Cardiff, Cardiff, United Kingdom Edward Jacobs Full time

    About Edward JacobsWe are a leading accounting firm based in Cardiff, with a strong presence in the UK market. Our team of experienced professionals provides high-quality accounting, taxation, auditing, and advisory services to our clients.About the RoleWe are seeking a highly experienced and motivated Senior Accountant to join our team. This is an exciting...

  • Senior Financial Professional

    1 week ago

    Cardiff, Cardiff, United Kingdom Edward Jacobs Full time

    About Edward JacobsWe are a leading accounting firm based in Cardiff, with a strong presence in the UK market. Our team of experienced professionals provides high-quality accounting, taxation, auditing, and advisory services to our clients.About the RoleWe are seeking a highly experienced and motivated Senior Accountant to join our team. This is an exciting...

  • Health Assessment Specialist

    2 weeks ago

    Cardiff, Cardiff, United Kingdom Capita Health Assessment Advisory Service Full time

    Job SummaryWe are seeking a skilled Health Assessment Specialist to join our team at Capita Health Assessment Advisory Service. As a key member of our team, you will be responsible for conducting thorough assessments to evaluate the impact of health conditions or disabilities on an individual's daily life.Key ResponsibilitiesConduct comprehensive assessments...

  • Tax and Audit Professional

    3 days ago

    Cardiff, Cardiff, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Join Our Corporate Tax Team as a Manager or Senior Manager!About the RoleWe are seeking talented professionals to join our Corporate Tax Team at Manager and Senior Manager levels. As a key member of our team, you will be responsible for undertaking a mix of audit of tax and advisory work, working closely with senior and experienced personnel in both the tax...

  • Tax and Audit Professional

    3 days ago

    Cardiff, Cardiff, United Kingdom PRO-TAX RECRUITMENT LIMITED Full time

    Join Our Corporate Tax Team as a Manager or Senior Manager!About the RoleWe are seeking talented professionals to join our Corporate Tax Team at Manager and Senior Manager levels. As a key member of our team, you will be responsible for undertaking a mix of audit of tax and advisory work, working closely with senior and experienced personnel in both the tax...

  • Capital Investment Consultant

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job OverviewPosition: Investment ExecutiveLocation: CardiffSalary: CompetitiveType: Full Time, PermanentAre you a professional in finance with a background in investment or lending? Alternatively, are you an aspiring individual eager to advance your career in finance and investment? We may have the perfect opportunity for you.Join our dynamic New Investments...

  • Investment Strategy Executive

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job OverviewPosition: Investment ExecutiveLocation: CardiffSalary: CompetitiveType: Full Time, PermanentAre you a professional in finance with a background in investment or lending? Alternatively, are you an aspiring individual eager to advance your career in finance and investment? We may have the perfect opportunity for you.Join our dynamic New Investments...

  • Financial Investment Officer

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job OverviewPosition: Investment ExecutiveLocation: CardiffSalary: CompetitiveEmployment Type: Full Time, PermanentAre you a finance expert with a background in investment or lending? Alternatively, are you an aspiring professional eager to advance your career in finance and investment? We may have the perfect opportunity for you.Join our newly established...

  • Finance Investment Specialist

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Job OverviewPosition: Investment ExecutiveLocation: CardiffSalary: CompetitiveType: Full Time, PermanentAre you a professional in the finance sector with a background in investment or lending? Alternatively, are you an aspiring finance expert eager to advance your career in investment? We may have the perfect opportunity for you.Join our dynamic New...

  • Investment Strategy Executive

    4 weeks ago

    Cardiff, Cardiff, United Kingdom Development Bank of Wales Full time

    Position OverviewInvestment ExecutiveLocation: CardiffCompensation: Competitive SalaryEmployment Type: Full Time, PermanentAre you a seasoned finance expert with a background in investment or lending? Alternatively, are you an aspiring professional eager to advance your career in finance and investment? We may have the perfect opportunity for you.Join our...