Financial Advisor
1 week ago
An experienced Paraplanner is sought by a global organisation to provide regulated advice on various financial areas, including pension transfers, bond surrenders, investment taxation, and structure suitability. Reporting to the Team Leader, you will formulate asset allocation recommendations and write suitability reports.
The successful candidate will assess clients' financial situations to determine suitable asset allocation recommendations, evaluate prospective client objectives, portfolio holdings, time-horizon, and cash flow needs. You will also review and formulate plans for clients with highly specialized situations.
This role requires strong organisational and time-management skills, quantitative in nature, with an ability to work under pressure in a dynamic team environment. An exceptional understanding of portfolio management philosophies and financial planning principles is essential.
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Senior Compliance Officer
3 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeOverviewSMBR seeks a trusted partner for long-term growth in financial advisory. As a Senior Compliance Officer, you will play a key role in providing advice and guidance on financial crime compliance, managing service provision, and supporting the development of regional strategies.
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Financial Crime Compliance Director
2 weeks ago
London, Greater London, United Kingdom financial-advisor Full timeAbout the RoleWe are seeking an experienced Financial Crime Compliance Director to join our team at SMBC. As a trusted partner for the long term, we aim to grow you professionally and personally.Be curious, expand your network, and explore how your skills and knowledge can transfer into different roles and areas of SMBC. Find the resources and support...
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Senior Financial Advisor
2 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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Financial Services Advisor
3 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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Trainee Financial Advisor Opportunity
2 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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Investment Advisor
1 day 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 Planner Opportunity
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeOpportunity OverviewWe are seeking an experienced Financial Advisor to join our team at Quilter Financial Planning. As a leading financial services business, we operate a strong network of advisors based across the UK.This role offers a fantastic opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. You will be responsible...
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Senior Financial Planner
2 weeks ago
London, Greater London, United Kingdom Financial Divisions Full timeUnlock Your Financial PotentialAs a seasoned Financial Planner, you will have the opportunity to excel in a dynamic and entrepreneurial environment. Our client, a reputable Chartered firm, offers a unique self-employed role with a financial draw/support for 12-18 months. This innovative solution allows you to build a viable book of business or bring your...
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Trainee Financial Advisor
2 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...
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Financial Advisor Specialist
5 days ago
London, Greater London, United Kingdom Gtco Ltd Full timeAbout the RoleGTCO Ltd is seeking an experienced Financial Advisor Specialist to join their team. As an Independent Financial Advisor (IFA), you will be responsible for managing and growing your own business, providing expert financial advice to clients, and working closely with a small, close-knit team.
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Experienced Advisor Wanted
2 weeks ago
London, Greater London, United Kingdom Quilter Financial Planning Full timeAbout the RoleWe are looking for a highly skilled Financial Advisor to join our team. As a successful Financial Adviser, you will have the opportunity to develop and grow in a dynamic and supportive environment.In this role, you will be responsible for analysing financial information and complying with regulations, as well as providing excellent customer...
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Junior Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd has an exciting opportunity for a motivated individual to take on a Junior Paraplanner role in London. As a Junior Paraplanner, you will work closely with Financial Advisors to provide financial research, write suitability letters and reports, and ensure compliance with industry standards.Responsibilities:Providing...
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Experienced Wealth Advisor
4 weeks ago
London, Greater London, United Kingdom Synchronicity Financial Services Full timeAt Synchronicity Financial Services, we’re seeking an experienced wealth advisor to join our high-performing team in London.As a Chartered Financial Planner, you will have at least 4 years of experience advising HNW clients in all areas of financial advice and a proven ability to win new business.We're looking for someone to take over existing clients and...
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Financial Advisor
2 weeks ago
London, Greater London, United Kingdom FTI Consulting, Inc Full timeThis Financial Advisor position at FTI Consulting involves working with clients to address complex financial challenges. You will develop financial models, analyze data, and provide recommendations to help clients make informed decisions.We strive to promote continuous learning and individual skills development through on-the-job training, self-guided...
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Strategic Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Citigroup Inc. Full timeJob Title:Strategic Financial AdvisorThe Strategic Financial Advisor role at Citigroup Inc. is a key position that involves assisting clients in raising funds for various financial transactions. This position requires strong financial analysis skills, excellent communication skills, and the ability to work effectively in a team environment. As a Strategic...
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Financial Services Advisor
2 weeks ago
London, Greater London, United Kingdom Iwoca Full time**Role Overview:** Financial Services AdvisorWe are seeking a talented Financial Services Advisor to join our team at Iwoca. As a Financial Services Advisor, you will be responsible for advising our customers on their financial needs and providing tailored solutions using our innovative products and services.**About Us:Iwoca is a market-leading Fintech...
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Financial Investment Professional
2 weeks ago
London, Greater London, United Kingdom CC&L Financial Group Full timeAbout UsConnor, Clark & Lunn Financial Group Ltd. is a leading provider of investment products and services to individuals, advisors, and institutional investors.
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Independent Financial Advisor
2 weeks ago
London, Greater London, United Kingdom Premier Jobs UK Full timePremier Jobs UK is seeking a highly motivated Independent Financial Advisor to join our team on a self-employed basis. This home-based role involves providing financial planning advice to clients with complex needs.The ideal candidate will have a minimum of 3 years of experience as a Financial Advisor and hold a Level 4 Diploma in Financial Planning or...
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Career Accelerator for Financial Advisors
4 weeks ago
London, Greater London, United Kingdom IDEX Consulting Ltd Full timeJob OverviewWe are seeking a dynamic and client-focused Financial Advisor to join our team at IDEX Consulting Ltd.This is an exciting opportunity for a newly qualified advisor looking to accelerate their career in financial advice.
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Senior Financial Advisor
1 week ago
London, Greater London, United Kingdom Teneo Full timeJob OverviewWe are seeking a highly skilled Senior Financial Advisor to join our team in London. This is an excellent opportunity to work alongside our established team and utilize your advisory skills in financial restructuring.The successful candidate will have experience in financial advisory or banking, with a strong analytical background and excellent...