Trainee Financial Adviser
2 weeks ago
Account Executive / Trainee Financial Adviser
London
A Boutique firm of Financial Planners are seeking an experienced Financial Planning Administrator / Paraplanner to join the team in London as an Account Executive / Trainee Financial Adviser.
The firm are looking for an individual who is looking for support to finish their qualifications and move on to becoming a competent adviser within 12-18 months.
The day to day role will mainly involve working within the London office of a rapidly growing national firm carrying out a variety of duties including;
- Assisting with the work of the Financial Advisers in a paraplanning/trainee adviser hybrid role.
- Writing suitability reports
- Product research
- Case preparation
- Preparing annual review packs for existing clients and build new business cases alongside a financial planner
- Analysing and evaluating policy information for the purposes of providing advice.
- Shadowing the Financial Adviser in client meetings
Those applying for this role will have a number of years’ industry experience and have started studying towards their Diploma in Regulated Financial Planning as well as having a good knowledge and competency of varying adviser analytical software and experience with Intelligent Office.
This is an exciting opportunity to join an established company at its growth stage with some great career development prospects.
If you think you have the skills required and would like to apply, please submit your CV or contact Jessica Wiggins at BRUIN Financial.
-
Independent Financial Adviser
1 month ago
London,, UK, United Kingdom Service Care Solutions Full timeIndependent Financial Adviser Location: LondonContract: Permanent Salary: Candidate Request (Revenue Target Multiplier of Salary) *Hybrid Working*Job DescriptionService Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As...
-
Independent Financial Adviser
4 weeks ago
London,, UK, United Kingdom Service Care Solutions Full timeIndependent Financial Adviser Location: LondonContract: Permanent Salary: Candidate Request (Revenue Target Multiplier of Salary) *Hybrid Working*Job DescriptionService Care Solutions are currently recruiting on behalf of a Top 100 Accountancy Firm for Qualified Financial Advisers to join their high-growth Financial Services team on a permanent basis. As...
-
Financial Advisor
1 month ago
London, UK, UK, United Kingdom Quilter Financial Advisers Full timeQuilter Financial Advisers as a UK advisory business devoted to helping individuals with their financial planning needs. We pride ourselves on service and aim to be recognised as one of the very best advisory businesses in the industry.We believe in face-to-face service and have a large team of Advisers spread across the UK, including Scotland and Northern...
-
Train to be a Financial Adviser
9 hours ago
London, UK, United Kingdom Quilter Full timeWhat the Hiring Manager Says Are you looking for a new opportunity? We work with bright, ambitious people from many different backgrounds who are interested in a career as a financial adviser because it can offer: •\tFlexibility around family and a good work/life balance. •\tExcellent financial benefits, with scope for progression. •\tPersonal...
-
Wealth Manager
4 weeks ago
London,, UK, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout The JobYou are a motivated and client-focused individual with a passion for finance, and you are looking for a rewarding career in wealth management. In that case, we encourage you to apply for the Financial Adviser position at St James's Place. Join us in helping our clients achieve their financial goals and secure their financial future.St....
-
Wealth Manager
4 weeks ago
London,, UK, United Kingdom St. James's Place Financial Adviser Academy Full timeAbout The JobYou are a motivated and client-focused individual with a passion for finance, and you are looking for a rewarding career in wealth management. In that case, we encourage you to apply for the Financial Adviser position at St James's Place. Join us in helping our clients achieve their financial goals and secure their financial future.St....
-
Financial Advisor
4 weeks ago
London, UK, UK, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Financial Advisor
1 month ago
London, UK, UK, United Kingdom Quilter Financial Planning Full timeSummaryWe are currently recruiting for one of our leading Appointed Representative firms.David James Wealth is a financial planning business, with purpose led financial planning at the heart of what it does. Our business is enjoying strong growth across its three divisions; wealth, sport and music and we are looking for talented individuals, who can...
-
Train to be a Self Employed Financial Adviser
3 weeks ago
London, UK, United Kingdom Quilter Full timeWhat the Hiring Manager Says Quilter Full-Time Financial Adviser Programme - August Intake Are you looking for a new opportunity? We work with bright, ambitious individuals from many different backgrounds who are interested in a career as a financial adviser because it can offer: Flexibility around family and a good work/life balance. Excellent financial...
-
Trainee Financial Trader
3 days ago
London ,, UK, United Kingdom GET STAFFED ONLINE RECRUITMENT LIMITED Full timeTrainee Financial TraderLocation: London / Hybrid / RemoteSalary: CommissionOur client’s vision:Our client’s vision is to create a new team of highly skilled Traders who have the passion and strong interest necessary to learn and succeed in the financial industry.About the opportunity:They are a dynamic proprietary trading company, founded by a team of...
-
Trainee Financial Trader
3 weeks ago
London, UK, United Kingdom City Investment Solutions Full timeDO NOT APPLY IF YOU ARE NOT BASED IN THE UK PLEASE. Job title: Trainee Financial Trader Location: London/Remote Salary: Commission based Our vision: Our vision is to create a new team of highly skilled Traders who have the passion and strong interest necessary to learn and succeed in the financial industry. About the opportunity: We are a dynamic...
-
Wealth Manager
1 month ago
London,, UK, United Kingdom St. James’s Place Full timeJob Title: Associate PartnerLocation: London Minimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experienceEarnings: Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Potential for earning £100k+ within. 2 years, with the opportunity for further financial...
-
Wealth Manager
2 weeks ago
London,, UK, United Kingdom St. James’s Place Full timeJob Title: Associate PartnerLocation: LondonMinimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experienceEarnings: Self-employed opportunity with the opportunity to build real value. Potential for earning £100k+ within. 2 years, with the opportunity for further financial progression.Are you:Someone...
-
Wealth Manager
4 weeks ago
London,, UK, United Kingdom St. James’s Place Full timeJob Title: Associate PartnerLocation: London Minimum Requirements: Working towards a Level 4 Qualification in Financial Advice, or relevant professional experienceEarnings: Self-employed opportunity with the opportunity to build real value within a FTSE 100 business. Potential for earning £100k+ within. 2 years, with the opportunity for further financial...
-
Trainee Education Consultant
2 days ago
London, UK, UK, United Kingdom Ark Investment Management Ltd Full timeCompany DescriptionArk Family Office is an affiliate company of Ark Investment Management Ltd. Ark Family Office provides professional, independent and comprehensive services to our private clients. Education and succession form an important part of our services, as we believe that the future of any family is in the hands of the next generation.Ark Family...
-
Adviser Support Consultant
3 weeks ago
London, UK, United Kingdom Quilter Full timeWhat the Hiring Manager Says The National Hub is a place for individuals to thrive, embrace digital and deliver support to advisers and to our clients. The Hub is currently made up of 12 employed advisers and 4 Adviser Support Consultants that cover a wide range of clients and responsibilities. As the hub is continuously evolving and the adviser headcount...
-
Trainee Patent Attorney
2 weeks ago
London, London, UK, United Kingdom G2 Legal Limited Full timeAre you a talented graduate with a passion for Electronics or Engineering? Our prestigious client, a leading IP firm based in London, is seeking a highly motivated Trainee Patent Attorney to join its esteemed team. This is an exceptional opportunity to launch your career with a firm that is at the forefront of Intellectual Property Law.About the Firm: Our...
-
Trainee Mortgage Advisor
2 weeks ago
London, UK, United Kingdom Barnard Marcus Full timeJob DescriptionHave you recently gained your Mortgage qualifications or held it for a while and not had the opportunity to use it? Do you want the support, mentoring and guidance to ensure you succeed as a Mortgage Advisor?Do you want a transparent progression structure with real monetary value?If this describes you then we are currently recruiting for...
-
Administrator - Wealth Management Firm
3 weeks ago
London, UK, United Kingdom Robinson Financial Careers Full timeA new role has become available within a highly respected Chartered Financial Services firm based in Leadenhall Street, London. This is an opportunity for a responsible, self-motivated, well organised candidate. The Role · Researching a broad range of financial products across all financial sectors · Working together with an Adviser on a variety of...
-
Financial Planner
2 weeks ago
London,, UK, United Kingdom Waterhouse-Kern Associates Full timeWaterhouse-Kern Associates are pleased to be working with a rapidly-expanding and successful wealth management company to find a financial planner. You must have at least 10 year's experience in the field and have a Level 4 Diploma Qualification preferably through CII or CISI.Purpose of Job: To work within one of the financial advice teams that consists...