Jobs
>
London

    Financial Advisor - London, United Kingdom - Oasis Crescent

    Oasis Crescent
    Oasis Crescent London, United Kingdom

    1 week ago

    Default job background
    Description


    Excellent opportunity for a Financial Advisor to join a diversified wealth management company focused on delivering real value to its investors over the long termThe core function of the successful candidate will be to manage and grow their portfolio of clients while providing financial planning advice.

    RequirementsBachelor's degree in Finance, Accounting, Business, or a related fieldExcellent knowledge of financial planning principles and investment strategiesCFP or diploma in Financial Planning advantageousStrong communication and interpersonal skills to collaborate effectively with clientsPassionate about providing the best financial services and advice to clientsEffective problem-solving skills, with the ability to identify issues and provide solutionsAbility to maintain and develop relationships with clients, and communicate complex financial information in a clear and concise mannerValid driver's license essential.

    Adhering to CPD RequirementExperience2+ years experience in the financial services industryHave an understanding of Collective Investment Schemes, Retail Retirement Fund Industry and Wealth Management.

    History of building strong relationships.
    Job descriptionTo generate leads, set up appointments, meet clients and close the deal.

    To do an investment needs analysisTo 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 requiredFlexibility 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 reportsSubmitting demographic report of client.
    Remunerationfixed remuneration package (not commission based)
  • GCB Agency Recruitment

    Financial Advisor

    6 days ago

    GCB Agency Recruitment London, United Kingdom

    Location: · London · - Discipline: · Financial Services · - Job type: · Permanent · - Benefits: · £95,000 - £250,000 OTE · - Published: · - Expiry date: · - Reference: · 4466 · Our clients, a highly successful Financial Planners, are looking to add to their team with qualified Se ...

  • Deverell Smith

    Financial Advisor

    6 days ago

    Deverell Smith London, United Kingdom

    **Job details**: · **Posted** · 02 August 2023 · **Salary** · Negotiable · **Location** · London · **Job type** · - Permanent**Discipline** · - Mortgages, Debt & Equity**Reference** · 2334_ · **Contact Name** · Hugh Van Grutten · **Job description**: · **Role: Financial Advisor* ...

  • Search Consultancy

    Financial Advisor

    6 days ago

    Search Consultancy England, United Kingdom

    IFA/ Financial Planner · Region: West Yorkshire · £60,000-£100,000 base dependent on experience · Would you like to work for an award winning Financial Advice business? Would you like to work for an organisation that prides itself in supporting their staff? Due to their ongoing s ...

  • Hackney Borough Council

    Financial Advisor

    1 day ago

    Hackney Borough Council London, United Kingdom

    At Hackney Council, our vision is to make the borough a place for everyone. We're proud to support a thriving community where everyone feels included and involved - and where our residents can lead healthy and successful lives. As a Financial Advisor, you'll provide strategic fin ...

  • Hackney Borough Council

    Financial Advisor

    6 days ago

    Hackney Borough Council London, United Kingdom

    At Hackney Council, our vision is to make the borough a place for everyone. We're proud to support a thriving community where everyone feels included and involved - and where our residents can lead healthy and successful lives. As a Financial Advisor, you'll provide strategic fin ...

  • Templewood Recruitment

    Financial Advisor

    4 days ago

    Templewood Recruitment London, United Kingdom Full time

    Job Title: Financial Advisor - Permanent (Full-Time) · Salary: £50-55k per annum + commission structure + hybrid working model · This is an exciting opportunity for an experienced Financial Advisor, to work as part of a team of highly trained and experienced finance professionals ...

  • Folio Financial Services

    Financial Advisor

    1 week ago

    Folio Financial Services London, United Kingdom

    **Salary**: £35,000.00-£45,000.00 per year · Schedule: · - Monday to Friday · Supplemental pay types: · - Bonus scheme · - Performance bonus · **Experience**: · - Financial planning: 1 year (preferred) · Work Location: In person ...

  • PB Recruitment Consultants Ltd

    Independent Financial Advisor

    1 day ago

    PB Recruitment Consultants Ltd London, United Kingdom

    **A well-established multi-office, award winning, financial planning practice, is currently seeking a forward thinking Employed Independent Financial Advisor to service an existing client bank and expand the client base moving forward** · **The company is focussed on providing hi ...

  • Walkers Global

    Financial Crime Advisor

    6 days ago

    Walkers Global London, United Kingdom

    **THE FIRM** · Walkers is a leading offshore law firm providing legal, corporate and fiduciary services to global corporations, financial institutions, capital market participants and investment fund managers. We advise on the laws of Bermuda, the British Virgin Islands, the Caym ...

  • WC Ltd

    Independent Financial Advisor

    1 week ago

    WC Ltd London, United Kingdom

    WorldNet Consultants are actively hiring Senior Independent Financial Advisors for positions in _**Switzerland, Cyprus, Portugal and Spain.**_ · The role and support offered will be based on your experience and career aspirations. · WorldNet Consultants Ltd is a boutique-style re ...

  • deverellsmith

    Financial Advisor, London

    6 days ago

    deverellsmith London, United Kingdom

    **Are you a qualified UK Financial Adviser looking for an opportunity with a leading brand?** · My client are a leading regulated UK Financial Advice Firm who are planning to grow considerably in 2023. · This role will be best suited for individuals who are established financial ...

  • Anchor Trust

    Financial Inclusion Advisor

    1 week ago

    Anchor Trust London, United Kingdom

    **Job Title: Financial Inclusion Adviser (Be Wise)** · **Location: Homebased · - London and South East** · **Contract & Hours: Full time, permanent** · **Salary: £34,000** · **About the role**: · Reporting into the Financial Inclusion Team Leader, you will be providing advice and ...

  • deVere Group London

    Trainee Financial Advisor

    1 week ago

    deVere Group London London, United Kingdom

    As an independent financial consultancy with a truly global presence, deVere Group prides itself in offering clients a world-class and results-driven service. · deVere Group's definitive aim is to support our clients in creating, growing and safeguarding their wealth. We want you ...

  • Anchor Trust

    Financial Inclusion Advisor

    1 day ago

    Anchor Trust London, United Kingdom

    **Job Title: Financial Inclusion Adviser (Be Wise)** · **Location: Homebased · - London and South East** · **Contract & Hours: Full time, permanent** · **Salary: £34,000** · **About the role**: · Reporting into the Financial Inclusion Team Leader, you will be providing advice and ...

  • MVP Recruitment Limited

    Independent Financial Planning Advisor

    5 days ago

    MVP Recruitment Limited London, United Kingdom

    Due to a significant period of growth and a major injection of capital this market leading provider of financial planning advice is now seeking to recruit a number of individuals to help move their business forward. · Provided with a market leading paraplanning support service as ...

  • WC Ltd

    Independent Financial Advisor opportunities in

    1 week ago

    WC Ltd London, United Kingdom

    _**Opportunities in Spain, Cyprus, Malta, Switzerland, Portugal**_** · We are actively hiring experienced Independent Financial Advisors for a variety of positions **throughout Europe**. The role and support offered will be based on your experience and career aspirations. · World ...

  • WC Ltd

    Independent Financial Advisor opportunities in

    1 week ago

    WC Ltd London, United Kingdom

    _**Opportunities in Spain, Cyprus, Malta and Mauritius**_** · We are actively hiring experienced Independent Financial Advisors for a variety of positions **internationally**. The role and support offered will be based on your experience and career aspirations. · WorldNet Consult ...

  • WC Ltd

    Independent Financial Advisor international

    1 day ago

    WC Ltd London, United Kingdom

    _**Opportunities Overseas - **_**Mauritius, Cyprus, Portugal, Switzerland** · We are actively hiring experienced Independent Financial Advisors for a variety of positions **internationally**. The role and support offered will be based on your experience and career aspirations. · ...

  • Integrity Resource Solutions

    Financial Advisor

    1 week ago

    Integrity Resource Solutions Bromley, United Kingdom

    **Financial Advisor** · **Locations: Bromley** · **Salary: £45k Basic + Bonus + Benefits (Flexible Working Available)** · **The Opportunity** · With over 30 years of experience and more than 200 advisers nationwide, this leading organisation has now progressed into one of the UKs ...

  • The Coast Partnership

    Financial Advisor

    1 day ago

    The Coast Partnership Brentford, United Kingdom

    We are currently recruiting for a very leading, well established high calibre wealth management practice who are looking for an experienced Financial Adviser to join the business. · **The Role** · - To deliver holistic financial advice, supporting our clients to achieve their fin ...