Financial Advisor

4 months ago


London UK, UK, United Kingdom Oasis Crescent Full time

Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long term


The core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.


Requirements

  • Bachelor's degree in Finance, Accounting, Business, or a related field
  • Excellent knowledge of financial planning principles and investment strategies
  • CFP or diploma in Financial Planning advantageous
  • Strong communication and interpersonal skills to collaborate effectively with clients
  • Passionate about providing the best financial services and advice to clients
  • Effective problem-solving skills, with the ability to identify issues and provide solutions
  • Ability to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise manner
  • Valid driver’s license essential.
  • Adhering to CPD Requirement


Experience

  • 2+ years experience in the financial services industry
  • Have an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.
  • History of building strong relationships.


Job description

  • To generate leads, set up appointments, meet clients and close the deal.
  • To do an investment needs analysis
  • To prepare and present a recommendation or solution to the client, implement, review and monitor on an ongoing basis.
  • To obtain all necessary documentation (FICA documentation).
  • To ensure all associated administration is completed in an effective manner to meet the group's compliance and regulatory requirements.
  • To assist with ad hoc marketing drives in your region.
  • To effectively service your clients that may be in other centers limited travelling may be required
  • Flexibility is required as clients from time to time request consultations outside of normal office hours.
  • Analysis to provide ideas for new product development.
  • Updating Profida Report on daily bases.
  • Submitting daily travel reports
  • Submitting demographic report of client.


Remuneration

  • fixed remuneration package (not commission based)


  • Financial Advisor

    4 months ago


    UK, UK, United Kingdom Quilter Financial Planning Full time

    If you are an experienced Financial Advisor seeking a more supported role then this could be the opportunity for you!This is a fantastic opportunity that will suit any experienced Financial Adviser, whether you come from an independent or a banking background who is frustrated in finding new clients and completing all the admin tasks that come with being a...

  • Financial Advisor

    4 weeks ago


    UK, UK, United Kingdom Cathedral Appointments | South West Recruitment Full time

    Salary up to £65K + OTE | Hybrid / Flexible Working | Exeter OutskirtsOur client, an independent Financial Advisory firm whose mission is to help people feel empowered about their financial future is seeking an experienced Financial Advisor to join their team on a full-time permanent basis. As a Financial Advisor, you will be to deliver the firm’s client...

  • Financial Advisor

    4 months ago


    London, UK, UK, United Kingdom Quilter Financial Advisers Full time

    Quilter 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...

  • Financial Advisor

    4 months ago


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

    SummaryWe 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...


  • UK, UK, United Kingdom Vision-FS Recruitment Full time

    Position: Independent Financial AdvisorLocation: Sutton, Surrey (office based position)Minimum Requirements: At least 3 years’ experience as a Financial Advisor, Level 4 qualified, CAS status within the last 12 months ideal.Salary/package: Up to £70,000 salary (OTE £100K year 1) + competitive bonus structure + NO validation + clients provided + leads...

  • Financial Advisor

    4 weeks ago


    UK, UK, United Kingdom deVere Group Full time

    Financial Advisor Opportunities Available in Central EuropeThis role requires relocation to BudapestAre you a Financial Advisor looking to make a significant career move? Or a Finance Sales professional looking for a career in advisory in a new country? We are looking for highly motivated individuals to join our growing team in Budapest, one of the...

  • Financial Advisor

    1 month ago


    UK, UK, United Kingdom Vision-FS Recruitment Full time

    Financial Advisor | Independent Financial AdvisorMinimum Requirements: Level 4 Diploma | CF30 Financial AdvisorEmployed Role | SOUTH WALES | CARDIFF | SWANSEA | BRISTOL | BATH£30m AUM CLIENT BOOK£40,000 Base Salary £40K + Bonus £20k - servicing existing client book£30m AUM CLIENT BOOK providedYOUR NEW COMPANYOur client has been shortlisted for “Lloyds...

  • Financial Advisor

    6 days ago


    UK, UK, United Kingdom Integrity Talent Solutions Full time

    Financial Advisor Location: Fully Remote (Head Office in London) Salary: £60k basic + Commission (OTE £250k-350k+) The Opportunity:The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the purpose of gathering...


  • UK, UK, United Kingdom Coleman Wealth Full time

    Job Title: Independent Financial AdvisorsLocation: Global (Remote)We are seeking experienced Independent Financial Advisors (IFAs) and Wealth Managers with a robust client base to join our dynamic team. As an industry professional, you will play a crucial role in providing comprehensive financial advice to our clients, helping them achieve their financial...

  • Financial Advisor

    3 months ago


    UK, UK, United Kingdom Integrity Talent Solutions Full time

    Financial Advisor (Investment Sales)Location: Fully Remote (Head Office in London) Salary: £65k basic + Commission (OTE £150k-350k+) The Opportunity:The primary responsibilities of the Financial Advisor are calling high-net-worth leads the firm provides, qualifying and scheduling face-to-face appointments, and meeting with prospective clients for the...


  • UK, UK, United Kingdom Coopman Search and Selection Full time

    VP Financial Crime Advisor (Global Markets)We are delighted to partner with a leading international bank in London, searching for an experienced Financial Crime Advisor (VP level) to support their Global Markets businesses across Europe and strengthen their approach to financial crime compliance. You will support the Global Markets and Commodities business...

  • Financial Advisor

    2 weeks ago


    London,, UK, United Kingdom NRG Resourcing Full time

    Tired of chasing leads? Step into a role where your focus is on advising, not selling, with a thriving client base ready for you to take the reins!Are you an experienced and dynamic Independent Financial Advisor looking for a fresh opportunity to excel in your career?We are working with a well-established and respected financial advisory firm with an...

  • Financial Advisor

    1 month ago


    London,, UK, United Kingdom deVere Group Full time

    Advance Your Career in Kuala Lumpur – Financial Advisor OpportunitiesAre you a Financial Advisor in the UK looking to make a significant career move? Join our growing team in Kuala Lumpur, one of Asia's most dynamic financial centers. This role offers the unique opportunity to manage a diverse portfolio, benefit from comprehensive training, and develop...

  • Paraplanner

    4 weeks ago


    UK, UK, United Kingdom Sapphire Financial Planning Ltd Full time

    About Us:Sapphire Financial Planning is a well-established Partner Practice of St. James Place, dedicated to providing comprehensive and bespoke financial advice to our valued clients. We pride ourselves on our commitment to excellence and our client-centric approach.Role Overview:We are seeking a highly skilled and motivated Paraplanner to join our dynamic...

  • Financial Advisor

    2 months ago


    UK, UK, United Kingdom St. James’s Place Full time

    The role: Financial Adviser / PartnerLocation: London and home countiesAbout The JobSeeking a dynamic and dedicated individual looking for a rewarding career in wealth management. We encourage those to apply who are motivated and client-focused individual, with a demonstrable passion for helping clients. Becoming a Financial Adviser builds on these traits in...


  • UK, UK, United Kingdom Fram Search Full time

    Fram Search are working on an exciting opportunity for a Financial Planning Administrator to join a Chartered financial planning firm in Dorset.The role is to work directly with one advisor, who is based across two offices and building a book of client.They want someone who is client focused with a high level of attention to detail and is looking for a role...


  • UK, UK, United Kingdom IDEX Consulting Ltd Full time

    IDEX Consulting are working with a leading Financial Advisory business, demonstrating significant growth across the UK.Currently, they require a Financial Services Administrator to join their Newcastle-based team due to an internal progression of an existing team member who has recently joined the Paraplanning team.Duties include:Working closely with...


  • UK, UK, United Kingdom Fram Search Full time

    London - HybridApplicants MUST come from a UK PP or Financial advice backgroundFull training will be provided on how to present/recommend & use the softwareFram are working with a Fintech firm who are seeking an experienced paraplanner or advisor to act as a financial innovation consultant and work with their Financial planning clients. The firm have...

  • Financial Director

    4 weeks ago


    UK, UK, United Kingdom Zar HR Limited Part time

    Our CompanyInvivo Healthcare is a leading microbiome company dedicated to improving human health and ecology through innovative microbiome testing, research and supplements. As a Certified B Corp, Invivo Healthcare upholds the highest standards of social and environmental performance, accountability, and transparency.Your New RoleAs Finance Director, you...


  • UK, UK, United Kingdom Recruit UK | Certified B Corp™ Full time

    Job Title: Financial AdviserIndustry: Financial ServicesLocation: Nairn, ScotlandSalary: CompetitiveJob Ref: 9226Job Description: Financial AdviserRecruit UK are working on an excellent opportunity for an experienced Financial Adviser to join a well-established UK Financial Advice company with offices in Nairn, Scotland. Company: This is a UK wide company,...