Wealth Management Advisor
3 weeks ago
**Job Title:** Wealth Management Advisor
**Salary:** £50,000 - £70,000 per annum (dependent on experience)
Premier Jobs UK is a leading recruitment agency specializing in finance jobs, and we are currently seeking an experienced Wealth Management Advisor to join our team.
As a Wealth Management Advisor, you will work closely with high net worth individuals, businesses, and organizations to provide expert advice on wealth management strategies. This may include investments, pensions, tax planning, and other financial services.
The successful candidate will have a Level 4 Diploma in Financial Planning or equivalent and hold CAS status as a Financial Advisor. You will have a proven track record of success in wealth management, with excellent communication and negotiation skills, and the ability to build strong relationships with clients and colleagues.
We offer a competitive salary, plus benefits, including ongoing training and development opportunities, and a supportive team environment.
-
Wealth Management Advisor
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Full timeAbout the RoleThis is an exciting opportunity for a Wealth Management Advisor to join our team as a self-employed consultant. As a Wealth Management Advisor, you will be responsible for providing expert financial advice to clients, helping them to achieve their long-term goals.You will typically work with clients who are seeking to consolidate their...
-
Home-Based Wealth Advisor
6 hours ago
Woking, Surrey, United Kingdom Austin Fraser Full timeWe are looking for a Home-Based Wealth Advisor to join our team at Austin Fraser. As a self-employed Financial Advisor, you will be responsible for building a client bank of around 200, with an average pension pot of £200,000. This equates to £40 million of Funds Under Management.The role involves providing financial planning advice, including...
-
Wealth Management Consultant
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeAbout the Role: We are seeking a skilled and experienced Wealth Management Consultant to join our team as a self-employed financial advisor. In this role, you will be responsible for providing expert financial advice to clients, helping them make informed decisions about their financial futures.Key Responsibilities: • Provide expert financial advice to...
-
Wealth Management Associate
2 weeks ago
Woking, Surrey, United Kingdom Cameron Kennedy Full timeCameron Kennedy is a forward-thinking Wealth Manager committed to delivering innovative financial planning services. We are seeking an experienced Senior Paraplanner to support our Wealth Planners in conducting high-quality research across various financial planning products and services.Key Qualifications:Extensive experience in paraplanning.Proficiency in...
-
Wills and Trusts Advisor
7 days ago
Woking, Surrey, United Kingdom moorebarlow Full timeWills and Trusts Advisors are in high demand as individuals seek to protect and manage their wealth effectively. As a Private Wealth Solicitor at Moore Barlow, you will have the opportunity to work with high-net-worth individuals to provide tailored advice on private client matters.You will advise clients on the structure of Wills, create and administer...
-
Wealth Management Professional
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timePremier Jobs UK Limited offers a remote Financial Advisor position that provides a steady flow of leads and referrals for building a strong client bank.Salary and Benefits:The estimated annual salary for this role is approximately £50,000-£80,000, depending on performance and location. Additionally, there are opportunities for bonuses and professional...
-
Home Based Wealth Advisor
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeAbout the RoleThis home-based Financial Advisor position provides a good flow of leads and referrals for you to build a client bank. Our business aims to provide daily leads during your initial months while you establish yourself.The role involves advising clients on consolidating pension transfers, with an average pot of £200,000, leading to other areas of...
-
Wealth Management Consultant
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeJob Description:Premier Jobs UK Limited is seeking an experienced Financial Advisor to join our team on a self-employed or employed basis. As a Financial Advisor, you'll work from home while occasionally meeting clients face-to-face. The business provides a consistent supply of leads and referrals, enabling you to build a sizeable client base. You'll benefit...
-
Home Based Wealth Manager
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeAbout the RolePremier Jobs UK Limited is a leading recruitment agency specializing in finance and accounting roles. We are currently seeking a skilled Financial Advisor to join our team on a self-employed basis.As a Financial Advisor, you will be responsible for providing expert financial planning advice to clients across the South East region. You will work...
-
Private Wealth Solicitor
3 weeks ago
Woking, Surrey, United Kingdom moorebarlow Full timeMoore Barlow is a leading law firm with a strong commitment to providing high-quality services. Our Private Wealth Team works with individuals who have significant assets, typically exceeding £5m-£20m. We are seeking a skilled and experienced Solicitor to join our team in Woking.The successful candidate will be responsible for advising clients on the...
-
Independent Wealth Consultant
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeOverview: Premier Jobs UK Limited offers a unique opportunity for Financial Advisors to work from home and enjoy a fulfilling career in finance.We provide a strong lead source, ensuring a steady flow of potential clients. This enables you to focus on building long-term relationships and delivering exceptional results. With a generous salary range of £35,000...
-
Home Based Wealth Manager
1 week ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeSalary & BenefitsAs a remote Financial Advisor, you can expect a competitive estimated salary of £25,000 - £35,000 per annum, depending on performance and experience.The role comes with various benefits, including a flexible work environment, opportunities for professional growth, and a supportive team at Premier Jobs UK Limited.To succeed in this...
-
Senior Wealth Management Specialist
2 weeks ago
Woking, Surrey, United Kingdom Premier Jobs UK Limited Full timeRole Requirements and BenefitsTo succeed in this role, you should possess a full Level 4 Diploma in Financial Planning or equivalent and hold CAS status as a Financial Advisor. As a self-employed professional, you will enjoy uncapped earnings with a potential OTE of £80,000+ in the first year.Alternatively, you may opt for an employed role with a salary of...
-
Woking, Surrey, United Kingdom Fintelligent Search Full timeFintelligent Search is a leading search firm specializing in financial services recruitment. We are currently seeking an experienced Senior Mortgage Advisor to join our team. In this role, you will work with clients across various industries, providing expert advice on mortgage options, financial planning, and wealth management.The ideal candidate will have...
-
Private Wealth Solicitor
1 week ago
Woking, Surrey, United Kingdom moorebarlow Full timeAbout the RoleWe are seeking a skilled and experienced Private Wealth Solicitor to join our team in Woking, Surrey. This is an excellent opportunity for a qualified lawyer to work with high-net-worth individuals across a range of private client matters.Key ResponsibilitiesAdvising on the structure of Wills as part of a broader estate planning strategyThe...
-
Strategic Workforce Advisor
2 weeks ago
Woking, Surrey, United Kingdom Kent PLC Full timeAbout Kent PLC:We are looking for a strategic workforce advisor to join our Woking office. As a Senior HR Advisor, you will provide proactive HR support, advice, and expertise to Managers and Employees, supporting the company's growth and success.Job DescriptionThe Senior HR Advisor will be responsible for:Providing expert HR guidance and support to Managers...
-
Account Management Advisor
3 months ago
Woking, Surrey, United Kingdom beBee Professionals Full time £25,000 - £35,000We are seeking an Account Management Advisor to join our team in Woking, United Kingdom. As a key member of our customer support team, you will be responsible for providing exceptional support to our customers, resolving their queries efficiently, and escalating when necessary.Key Responsibilities:Provide accurate information regarding products and...
-
Senior HR Advisor
4 weeks ago
Woking, Surrey, United Kingdom Kent PLC Full timeJob Title: Senior HR AdvisorAbout the Role:The role of a Senior HR Advisor at Kent PLC involves providing proactive HR services to managers and employees. The successful candidate will be based in our Woking office, supporting the UK People & Culture team. Our ideal candidate will have excellent communication skills, with the ability to work effectively...
-
Sales Performance Advisor
3 weeks ago
Woking, Surrey, United Kingdom Page Personnel Sales Full timeAre you a sales performance advisor looking for a new challenge? Page Personnel Sales is currently seeking a Sales Performance Advisor to join our team in Woking, Surrey. The successful candidate will be responsible for developing relationships with product/business areas to facilitate the sales process, supporting the integration of newly acquired companies...
-
Schools Financial Advisor
3 weeks ago
Woking, Surrey, United Kingdom CV-Library Full timeJob OverviewWe are looking for a highly skilled Finance Advisor to join our team. As a Finance Advisor, you will play a key role in supporting educational institutions in managing their finances effectively. Your expertise will be instrumental in ensuring compliance with financial regulations and best practices.Key ResponsibilitiesSupport Educational...