Jobs
>
London

    Independent Financial Advisor - United Kingdom - deVere Group

    deVere Group
    deVere Group United Kingdom

    1 week ago

    Default job background
    Description


    deVere is a sustainable, rewarding, and award-winning company who strive to make a difference in our clients lives and financial wellbeing.

    This role will be office based in Budapest, Hungary and relocation is required.

    We are looking for qualified Investment and Wealth Managers who want to join us on our journey of continued growth.

    Not only can we offer the experience to manage a vast and varied portfolio, but we also offer a plethora of training, continual career advancements and the opportunity to learn and grow with the business.

    Our CEO, Nigel Green, believes that training is at the foundation of what we do and has developed a culture of continued career support, driving our employees career aspirations.

    Our culture is built on hard work and supporting our people to succeed while building an affluent career.

    We are an ambitious and driven company, who are rapidly growing and constantly looking for individuals who want to learn and develop with us on this journey.

    Our commitment and main objective is to deliver personalised, independent financial advice to each of our clients. As a Wealth Manager you will have the opportunity to support a number of individual clients with financial management.

    deVere Group has obtained license's in multiple countries allowing financial planning across borders as well as access to some of the best technical advancements in the industry to help you support your client.

    You will have the opportunity to run and manage many parts of a client's wealth, taking a healthy interest in the well-being of your client's finances.

    You will be responsible for building solid relationships with clients and assisting them in making better decisions by providing investment advisory services that combine other financial services to address the needs of your portfolio.

    Using a consultative process, you will be wholly responsible for gaining as much information about the client's wants and specific situation, and tailor a personalised strategy using a range of financial products and services.

    We like to use a holistic approach to meet the complex needs of a client, providing them with a trusting advisory service.

    Key ActivitiesBuild and develop a bank of wealth management clients (B2C only).Manage and support a portfolio of clients, building strong and trusting relationships as well as maintaining continued strong communication with a personalised advisory approach.

    Build continuous AUM (assets under management) by identifying current personal financial needs as well as discovering other financial opportunities and advising on findings.

    Conduct in-depth reviews to identify personal and financial needs of our clients and deliver tailored wealth management to your clients.

    Deliver needs-based solutions through effective communication and influencing.
    You will continuously gather information to assess potential impacts and identify possible risks and opportunities for the client.
    Analyse markets globally and the client's situation to pick the correct products and services for those client's needs. You will have access to license's across multiple locations.
    Advise on a full range of products and services that can be offered.

    Providing individualised advice on personal wealth across:

    Lump Sum InvestmentsFixed-Income ProductsGlobal Funds, including Equity, VC, ESGRegular Savings PlansPortfolio BondsInternational Pension PlanningFintechStay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

    General administrative duties as required by the role.
    Skills RequiredA degree or equivalent experience, preferably within a business, finance, economics, or management-based subject.
    Service focused with strong numerical and analytical skills with close attention to detail.
    UK level 4 advisory qualified or aspire to achieve this.
    Previous experience in managing high net worth clients is desirable but not essential.
    An understanding of lump sum investments, offshore investments, fintech, bonds or pension products is highly advantageous.
    A trustworthy, financially sound, professional team player that has an instinct to deliver top quality service.
    Sound judgement skills and attention to detail can also help you to analyse the risks involved in certain investments.
    A proven sales track record would be advantageous but not essential.
    Have ambition, hunger for success and be driven by targets.
    Company BenefitsOpportunity for further chartered qualifications relevant to the industry.
    Multitude of career opportunities and progression.
    Opportunity to transfer to different locations.
    Competitive commission bonus based on a transparent structure.
    Individual and team training that supports your development.
    Client and employee events.
  • Deverell Smith

    Financial Advisor

    1 week 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* ...

  • GCB Agency Recruitment

    Financial Advisor

    1 week 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 ...

  • Hackney Borough Council

    Financial Advisor

    1 week 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

    4 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 ...

  • Search Consultancy

    Financial Advisor

    1 week 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 ...

  • Templewood Recruitment

    Financial Advisor

    6 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 ...

  • Morrinson Wealth Management

    Financial Advisor

    2 days ago

    Morrinson Wealth Management London, United Kingdom

    **BACKGROUND** · Morrinson Wealth (MW) is a home for highly motivated Financial Consultants who thrive working in a challenging and entrepreneurial environment. Its Financial Consultants are commercially minded and committed to personal development and delivering an excellent lev ...

  • OFGEM

    Financial Advisor

    1 day ago

    OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £33,400 - £46,157- London - £33,400 - £46,157 / National - £30,950 - £43,649**Job grade**: · - Higher Executive Officer- Level 2a**Contract type**: · - Permanent**Type of role**: · - Corporate Finance · - Finance**Working pat ...

  • PB Recruitment Consultants Ltd

    Independent Financial Advisor

    3 days 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 ...

  • Executive Recruitment LTD

    Trainee Financial Advisor

    2 days ago

    Executive Recruitment LTD London, United Kingdom

    Due to recent growth, we are currently recruiting aspiring financial advisors to join one of the largest institutions in the UK. · We offer a bespoke service to high-net-worth individuals and institutions looking for a structured investment portfolio and retirement planning. · Th ...

  • Walkers Global

    Financial Crime Advisor

    1 week 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 ...

  • Step Ahead

    Senior Financial Advisor

    1 day ago

    Step Ahead London, United Kingdom

    **Ideal For Southwark Residents** · *** · - **Job Title: Senior Financial Advisor Apprenticeship**: · - **Location**: UB1 · - **Contract: Monday - Friday Total Hours per week 37.50**: · - **Salary £15,100.00** · **Desired skills and personal qualities** · - Communication skills, ...

  • OFGEM

    Associate Financial Advisor

    1 day ago

    OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £23,450 - £32,320- London £25,750 - £32,320 / Glasgow or Cardiff £23,450 - £29,381**Job grade**: · - Executive Officer- Level 1b**Contract type**: · - Permanent**Type of role**: · - Corporate Finance · - Finance**Working patt ...

  • Anchor Trust

    Financial Inclusion Advisor

    4 days 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 ...

  • OFGEM

    Senior Financial Advisor

    1 day ago

    OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £43,650 - £59,999- London £46,250-£59,999 National £43,650-£55,999. Please ensure that you read the Pay and Reward information for civil service and internal colleagues before applying.- A Civil Service Pension with an averag ...

  • deverellsmith

    Financial Advisor, London

    1 week 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 ...

  • deVere Group London

    Trainee Financial Advisor

    1 day 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 ...

  • OFGEM

    Principal Financial Advisor

    1 day ago

    OFGEM London, United Kingdom

    **Details**: · **Reference number**: · **Salary**: · - £56,000 - £99,384- · - A Civil Service Pension with an average employer contribution of 27%**Job grade**: · - Grade 6- Level 3**Contract type**: · - Permanent**Business area**: · - OFGEM - Analysis and Assurance**Type of role ...