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
Top Skills
Crm Systems
Financial Planning Software
Investment Tools
Quilter Financial Planning London, England Office
Senator House, 85 Queen Victoria Street, London, United Kingdom, EC4V 4AB
Similar Jobs
_0.png)
Social Impact • Software
Lead technical sales engagements, design accessibility solutions, create demos, collaborate with teams, mentor junior engineers, and travel for customer needs.
Top Skills:
AdaSaaSSection 508Wcag
Cloud • Security • Software • Cybersecurity • Automation
The Account Manager will manage the initial customer relationship for GitLab, focusing on onboarding, adoption, and renewals while driving growth and customer satisfaction.
Top Skills:
DevsecopsGitlabSaaS
Cloud • Information Technology • Internet of Things • Machine Learning • Software • Cybersecurity • Infrastructure as a Service (IaaS)
Lead IP Security teams, manage service and resource planning, ensure customer expectations are met, and oversee network performance management.
Top Skills:
F5Firewalls (Juniper SrxFortinetIp NetworkIp SecurityPalo Alto)
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.
