Current jobs related to Umbrella Financial Services Consultant - London, Greater London - Umbrella Functional Consulting & Support Team


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About the JobWe are seeking a skilled and experienced professional to join our team as a Financial Services Consultant. As a consultant, you will work closely with clients to provide expert advice and guidance on their financial needs.The ideal candidate will have strong maths skills, attention to detail, and the ability to learn and analyse financial...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job TitleAn excellent opportunity has arisen for a Senior Financial Services Consultant to join our team at Quilter Financial Planning.We are seeking an experienced Financial Advisor who is looking to develop and grow their career in a supported role.The ideal candidate will have a proven track record of success in financial planning, with a strong...

  • Financial Consultant

    3 weeks ago


    London, Greater London, United Kingdom Quilter Financial Planning Full time

    Quilter Financial Planning is seeking two experienced professionals to join their team as Financial Consultants. This role offers a competitive annual salary of £50,000, providing an excellent opportunity for career growth and professional development.The ideal candidate will have strong analytical and communication skills, with the ability to provide...


  • London, Greater London, United Kingdom Umbrella Functional Consulting & Support Team Full time

    Are you a motivated and results-driven professional looking for a challenging role in the financial industry? Umbrella Functional Consulting & Support Team is currently seeking a Financial Industry Sales Professional to join their team in London. This exciting opportunity offers a competitive salary of £75,000 plus excellent bonus and benefits.About the...


  • London, Greater London, United Kingdom Umbrella Functional Consulting & Support Team Full time

    Umbrella Functional Consulting & Support Team is seeking a highly skilled Sales Support Executive to join their team in London. As a Sales Support Executive, you will be responsible for building strong relationships with Business Development Managers (BDMs) and Brokers, managing end-to-end business proposal processing, answering Broker queries via email or...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    Job OverviewWe are seeking a highly skilled and experienced Senior Financial Consultant to join our team at Quilter Financial Advisers.This is an exciting opportunity for a seasoned financial professional to take on a key role in helping individuals achieve their long-term financial goals.The successful candidate will have a proven track record of providing...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job OverviewAs a Senior Financial Consultant at Quilter Financial Planning, you will have the opportunity to work with experienced financial advisors seeking a more supported position. This role is ideal for individuals who are passionate about delivering exceptional client service and have a strong understanding of financial services.The key...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Job Title: Senior Financial ConsultantWe are seeking a skilled and experienced Senior Financial Consultant to join our team in London, where you will be responsible for providing expert financial guidance to clients.About the Role:Provide personalized financial advice to clients based on their individual needs and goals.Analyze financial data to identify...


  • London, Greater London, United Kingdom Synchronicity Financial Services Full time

    Key ResponsibilitiesProvide expert financial planning advice to HNW clients across all areas of financial services.Build and maintain strong relationships with existing clients, identifying new business opportunities and driving revenue growth.Collaborate with internal teams to deliver exceptional client service and exceed business targets.A competitive...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Mortgage & Protection Advisory RoleWe are seeking a skilled Mortgage & Protection Adviser to join our team, leveraging their expertise in delivering high-quality advice to clients nationwide.As a key member of our team, you will have the autonomy to work from home or your own office, with full flexibility in your schedule.Responsibilities:Deliver mortgage...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    At Quilter Financial Planning, we are seeking a highly motivated and driven Financial Planning Consultant to join our team. As a key member of our advisory team, you will be responsible for providing exceptional financial planning services to our clients.The ideal candidate will have excellent communication skills, strong math skills, and the ability to...


  • London, Greater London, United Kingdom Quilter Financial Advisers Full time

    Join Our TeamWe are looking for a skilled Financial Consultant to join our team at Quilter Financial Advisers.In this role, you will have the opportunity to work closely with clients to understand their financial needs and provide tailored solutions.About the OpportunityThis is a unique chance to take ownership of your business and build a successful career...


  • London, Greater London, United Kingdom Synchronicity Financial Services Full time

    About the RoleWe are seeking a highly skilled Financial Services Supervisor to join our team at Synchronicity Financial Services in London. This role is responsible for the supervision of financial advisors, working alongside other T&C supervisors and the wider T&C function, contributing to the progressive development of T&C across the firm.Job...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    As a Financial Adviser at David James Wealth, you will work closely with our clients to understand their financial goals and aspirations. You will engage with clients on a personal level, encouraging them to discuss their motivations and how they want to achieve their long-term objectives.The successful candidate will have excellent interpersonal skills and...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    About This OpportunityQuilter Financial Planning is looking for an Advisory Services Consultant to join our team in London. As a highly motivated and driven individual, you will be responsible for delivering exceptional client service and helping us grow our business.In this role, you will work closely with clients to understand their financial needs and...


  • London, Greater London, United Kingdom Monocle Solutions Group Full time

    Job DescriptionWe are seeking a Financial Services Consultant to join our team at Monocle Solutions Group. The ideal candidate will have a passion for the financial services industry and a desire to make a real impact. As a Financial Services Consultant, you will be working closely with clients to understand their needs and deliver tailored solutions. Your...


  • London, Greater London, United Kingdom Quilter Financial Planning Full time

    Mortgage & Protection Adviser Role Summary">We are currently seeking an experienced Mortgage & Protection Adviser to join our team on a self-employed basis. The ideal candidate will have a strong background in mortgage planning, a positive attitude, and excellent communication skills.">About the Company">Our company provides a range of services including...


  • London, Greater London, United Kingdom Wavestone Full time

    Financial Services ConsultantAre you passionate about financial services and looking for a challenging role that utilizes your skills and expertise? Do you want to work for a leading global transformation consulting firm that values collaboration and innovation? If so, we have an exciting opportunity for you to join our team as a Financial Services...


  • London, Greater London, United Kingdom ARTEMIS RECRUITMENT CONSULTANTS LIMITED Full time

    About Us:Artemis Recruitment Consultants Limited is a leading recruitment agency specializing in financial services. We are committed to providing exceptional service to our clients and candidates alike.Job Description:We are seeking a highly motivated Financial Services Consultant to join our team in London. As a consultant, you will be responsible for...


  • London, Greater London, United Kingdom Astro Studios, Inc. Full time

    Opportunity OverviewAstro Studios, Inc. is seeking a Financial Services Consultant to join its team. As a Financial Services Consultant, you will be responsible for delivering exceptional results in risk management and regulatory transformation. With a minimum of 2 years' experience working at a management consultancy or for a financial services firm, you...

Umbrella Financial Services Consultant

1 week ago


London, Greater London, United Kingdom Umbrella Functional Consulting & Support Team Full time

About Us

\

We are Umbrella Functional Consulting & Support Team, a well-established company based in London. We provide expert support and consulting services to the financial services sector.

\

Job Overview

\

We are seeking a highly skilled sales support professional to join our team. As a sales support executive, you will be responsible for building relationships with BDMs and brokers, managing proposals, and providing exceptional customer service.

\

Key Responsibilities:

\
  1. \
  2. Develop and maintain relationships with key stakeholders.\
  3. Process proposals efficiently from start to finish.\
  4. Respond to broker queries in a timely manner.\
  5. Collaborate with internal teams to progress deals.\
  6. Contribute to the structuring of complex deals.\
  7. Perform thorough KYC checks on customers.\
  8. Meet funding requirements and generate quotes for brokers.\
  9. Prepare relevant documents as needed.\
    1. \

Skills and Qualifications:

\

We are looking for a candidate with a minimum of 2 years' experience in asset or commercial finance, excellent communication and teamwork skills, and the ability to multitask effectively.

\

Compensation:

\

The salary for this position is up to £75,000 plus an excellent bonus and benefits package.