The Financial Adviser will provide holistic financial advice to clients, support investment professionals, and maintain client confidentiality.
ARE YOU AN EXPERIENCED FINANCIAL PLANNER WHO'S LOOKING FOR A NEW CHALLENGE? ARE YOU LOOKING FOR AN ENVIRONMENT THAT CAN PROVIDE YOU WITH DEDICATED FIELD SUPPORT AND ACCESS TO HNW CLIENTS?
If you've answered 'yes' to any or all of the above, then you are EXACTLY who I am looking for!
Requirements
Responsibilities:
- Provide Financial Planning support to clients
- Provide full holistic financial advice to a varied range of clients
- Support investment professionals to cultivate client relationships
Skills
- Understanding complex information - Analysing financial data
- Team building - Collaboration
- Consistency - Proficiency
- Professionalism - Adaptability
- Research and analysis - Client confidentiality
- Listening and communication - Record keeping
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Qualifications:
- Diploma in Financial Advice
- Some Industry Sales experience
- Strong understanding of the investment business
- Excellent interpersonal skills
Benefits
- Full Administration Service
- Full Paraplanning Support
- Development support to achieve Chartered status
- Client provided
- Salary range £40,000 to £50,000
Quilter Financial Planning London, England Office
Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB
Similar Jobs
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Lead change management for the S4/o9 transformation across MEU Demand Planning. Partner with senior leaders to design change strategies, assess impacts, deliver training (TNA, curriculum, localization, train-the-trainer), build change capability, manage stakeholder engagement, and track KPIs to drive adoption and measure effectiveness.
Top Skills:
Integrated Business Planning (Ibp)O9 PlanningSap S/4Hana
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Lead change management for the S4/o9 transformation across MEU: set change strategy, manage stakeholder engagement with senior leaders, deliver change impact assessments, own end-to-end functional training, build change capability, and measure adoption and KPIs to ensure successful implementation.
Top Skills:
Integrated Business Planning (Ibp)O9 PlanningSap S/4Hana
Big Data • Food • Hardware • Machine Learning • Retail • Automation • Manufacturing
Lead program-level change strategy, readiness framework, and QA for change deliverables. Standardize key user learning journeys, manage the integrated change plan, oversee risks and issues, direct Functional Change Leads, represent change at leadership forums, and build lasting organizational change capability.
Top Skills:
ConfluenceJIRAMicrosoft TeamsMs ProjectO9OracleSalesforceSAPSharepointSmartsheet
What you need to know about the London Tech Scene
London isn't just a hub for established businesses; it's also a nursery for innovation. Boasting one of the most recognized fintech ecosystems in Europe, attracting billions in investments each year, London's success has made it a go-to destination for startups looking to make their mark. Top U.K. companies like Hoptin, Moneybox and Marshmallow have already made the city their base — yet fintech is just the beginning. From healthtech to renewable energy to cybersecurity and beyond, the city's startups are breaking new ground across a range of industries.
