Personal Financial Strategist
2 days ago
We are seeking a motivated and experienced Financial Planner to join our team at Quilter Financial Advisers. In this role, you will be responsible for developing and implementing comprehensive financial plans to meet clients' goals and objectives. With a focus on building strong relationships with clients, you will also have the opportunity to generate new business and introducer relationships.
Key Responsibilities
* Analyse clients' financial information to identify areas for improvement and develop tailored plans to meet their objectives* Provide expert guidance on current financial issues and make recommendations to clients* Foster long-term relationships with clients and introduce new business opportunities* Stay up-to-date with regulations, practices, and financial products to maintain knowledge and expertise* Collaborate with other team members to share knowledge and best practices
Requirements
* Proven experience as a financial planner with a strong track record of success* Ability to analyse complex financial information and provide clear, concise advice* Proficiency in MS Office and CRM systems* Strong attention to detail and excellent math skills* Strong ethics and customer-oriented attitude* Excellent communication skills to build trust and rapport with clients
About the Role
This is an exciting opportunity for a talented individual to join our team and contribute to our mission of providing exceptional financial services to our clients. With a competitive salary of £60,000 - £80,000 per annum, plus benefits and incentives, this role offers a great career prospect for those looking to take their career to the next level.
-
Senior Financial Strategist
4 hours ago
London, Greater London, United Kingdom Financial Pinnacle Full timeRole OverviewThe Ivors Academy is seeking a highly skilled and experienced Senior Financial Strategist to join its team as a Part-Time Commercial Finance Manager. As a key member of the organization, you will play a pivotal role in ensuring the financial stability and growth of the company.This is a unique opportunity to work with a leading music industry...
-
Senior Financial Strategist
6 days ago
London, Greater London, United Kingdom Bruin Financial Full timeLocated in the heart of London, Bruin Financial is a well-established Lloyd's and London Insurance Company seeking an experienced Senior Financial Strategist to join their busy Head Office. With employee wellbeing at the forefront of everything they do, this employer of choice offers a strong inclusive culture in their working environment.Job Overview:The...
-
Chief Financial Strategist
6 hours ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeAt Financial Staffing Solutions, we are seeking an experienced Chief Financial Strategist to join our team. This senior-level role will advise the directors on all financial and strategic matters affecting the business.The ideal candidate will have a proven track record of leading financial operations, managing teams, and driving performance improvement...
-
Personal Financial Strategist
2 days ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeJob SummaryAbout Us: Quilter Financial Advisers is a renowned UK advisory firm focused on empowering individuals to achieve their financial aspirations. We maintain a strong presence across the UK, with a team of experienced advisers dedicated to delivering exceptional face-to-face service.We are proud to be part of the Quilter Financial Planning network,...
-
Private Wealth Strategist
4 days ago
London, Greater London, United Kingdom cer Financial Ltd Full timePrivate Wealth StrategistWe are currently looking for a talented Private Wealth Strategist to join our wealth management team at cer Financial Ltd. This is an exciting opportunity to work with high-net-worth individuals and families, providing bespoke financial solutions.As a Private Wealth Strategist, you will be responsible for developing sales leads from...
-
Senior Financial Strategist
6 days ago
London, Greater London, United Kingdom Financial Staffing Solutions Full timeAbout UsAt Financial Staffing Solutions, we are seeking a skilled Senior Financial Strategist to join our team. This is an excellent opportunity for a talented professional to take on a leadership role and contribute to the growth and success of our organization.Job DescriptionWe are looking for a highly motivated and experienced Financial Operations Manager...
-
Personal Financial Strategist
1 day ago
London, Greater London, United Kingdom Quilter Financial Advisers Full timeAbout UsQuilter Financial Advisers is part of Quilter Financial Planning, one of the largest financial advice networks in the UK. Our business is built on a foundation of trust, integrity, and expertise, enabling us to deliver exceptional service to our clients.We are committed to empowering our clients to achieve their financial goals and objectives,...
-
Senior Financial Strategist
6 hours ago
London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Senior Financial StrategistLocation: Cheshire, UKThe role of a Senior Financial Strategist is to provide expert guidance to clients on managing their financial resources effectively. As a key member of our team at Artemis Recruitment Consultants Ltd, you will be responsible for designing and implementing personalized financial plans that cater to...
-
Enterprise Sales Strategist
1 month ago
London, Greater London, United Kingdom MacroBond Financial Full timeTransform the way economists, strategists and portfolio managers analyze, visualize and share economic and financial data as an Enterprise Sales Strategist at MacroBond Financial. Our cutting-edge B2B SaaS research solutions empower economic and financial experts in buy-side, sell-side, corporate, government, and academic sectors.About UsWe're a global...
-
Financial Strategist
1 day ago
London, Greater London, United Kingdom Cult Furniture Full timeJob OverviewWe are seeking a seasoned Financial Strategist to lead our financial planning and strategy. This role will be responsible for overseeing the company's financial journey, guiding us towards ambitious growth plans, and shaping our future.
-
Senior Financial Strategist
4 hours ago
London, Greater London, United Kingdom Hays Accounts and Finance Full timeJob Title: Senior Financial StrategistHays Accounts and Finance is seeking a seasoned Senior Financial Strategist to join our team.Key Responsibilities:
-
Financial Strategist
6 days ago
London, Greater London, United Kingdom Voutique Full timeJob Title: Financial StrategistWe are seeking an experienced Financial Strategist to join our team at Voutique in London. The estimated salary for this role is £60,000 - £80,000 per year.About the Role:The successful candidate will be responsible for developing and presenting strategic analyses to senior leadership. This includes evaluating current...
-
Financial Strategist
7 days ago
London, Greater London, United Kingdom Henderson Brown Recruitment Full timeJob Title: Financial StrategistCompetitive salary: £65,000 - £80,000 per annum.Henderson Brown Recruitment is seeking a highly skilled Financial Strategist to drive financial strategy and operational alignment for a leading sustainability-focused produce business. As Head of Finance, you will oversee a skilled finance team of five while championing the...
-
Chief Financial Strategist
6 days ago
London, Greater London, United Kingdom loveholidays Full timeJob Title: Chief Financial StrategistWe are seeking a highly skilled Chief Financial Strategist to join our team at loveholidays. The ideal candidate will have a strong background in finance, with experience in managing and analyzing financial data.The estimated salary for this role is £60,000 - £80,000 per annum, depending on experience.Key...
-
Insurance Regulatory Strategist
1 month ago
London, Greater London, United Kingdom Financial Conduct Authority Full timeAbout the RoleWe are seeking an experienced Insurance Regulatory Strategist to join our Fixed Retail Insurers Supervision Team in the Market Interventions Insurance Division at the Financial Conduct Authority (FCA).
-
Senior Financial Strategist
6 days ago
London, Greater London, United Kingdom CMC Consulting Ltd Full timeJob Title: Senior Financial StrategistA commercially focused Financial Strategist is required to drive margin improvement and collaborate with sales teams to achieve financial targets through robust analysis and decision support.Key Responsibilities:Develop a deep understanding of the business results and articulate the key business drivers of...
-
Chief Financial Strategist
7 hours ago
London, Greater London, United Kingdom Marks Sattin Ltd Full timeJob Title: Chief Financial StrategistMarks Sattin Ltd is seeking a strategic thinker to fill the role of Chief Financial Strategist. This position involves developing and implementing financial strategies to drive business growth and profitability.About the RoleThe ideal candidate will have a strong understanding of financial markets and a proven track...
-
Financial Strategist
7 days ago
London, Greater London, United Kingdom mbf Full timeAbout the RoleWe are seeking a highly skilled Financial Strategist to join our team at mbf, a rapidly growing FinTech company dedicated to redefining personal finance. As a key member of our Wealth Planning department, you will be responsible for building strong relationships with our Ultra High Net Worth (UHNW) clients, providing personalized financial...
-
Financial Performance Strategist
4 weeks ago
London, Greater London, United Kingdom Svims Full timeJob Title: Financial Performance StrategistWe are seeking a skilled Financial Performance Strategist to join our team at Svims. The ideal candidate will have a strong background in financial analysis and performance improvement.About the Role:The Financial Performance Strategist will be responsible for collaborating with Investor Relations and operations to...
-
Cyber Risk Strategist
1 week ago
London, Greater London, United Kingdom Financial Conduct Authority Full timeAbout the RoleWe are looking for a highly skilled Cyber Risk Strategist to join our team at the Financial Conduct Authority. The successful candidate will work on high-profile regulatory initiatives, influencing a wide range of internal and external stakeholders and building their network of contacts.The ideal candidate will have knowledge or experience of...