29 Financial Advisor jobs in London

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 successful Financial Adviser.

As a leading financial services business, Quilter Financial Planning are offering an excellent opportunity for a Financial Advisor to work on both an Employed and Self-Employed basis. As a business we operate a strong network of advisors based across the UK, these office and field-based roles are open to financial advisers who are looking to develop and grow.

The Benefits:

• All leads are professionally introduced through a robust lead generation process
• Attractive remuneration terms
• Full paraplanning and admin support
• Market focused training provided
• Business and personal development
• An infrastructure to fully support all Advisers delivering a first-class service to clients and therefore enhancing your income
• National coverage.
• Many great opportunities for Advisers to really maximise their earning potential.

The Role:

• Your goal will be to ensure clients make wise and profitable decisions to meet their financial Goals
• Prepare sound financial plans to ensure clients meet their targets
• Advise clients on current financial issues and make recommendations
• Generate new business and build introducer relationships
• Customise financial plans according to clients’ changing needs
• Build strong relationships to retain existing clients
• Maintain and update knowledge of regulations, practices, and financial products

About You:

• Proven experience as a financial planner
• Ability to analyse financial information and comply with regulations
• Proficiency in MS Office and CRM systems
• Attention to detail and strong math skills
• Strong ethics, with a customer-oriented attitude
• Outstanding communication skills, with the ability to foster long-term relationships
• Diploma in Financial Services

Qualifications:

• Diploma in Financial Advice
• Industry Sales experience
• Strong understanding of investment and pension business
• Excellent interpersonal skills goals.
• Ambition and Hunger

Wealth Management Administrator

Location - Woking

Salary - £27,000 - £35,000 depending on experience

Hours - Full-time / In Office

We are looking for an enthusiastic Wealth Management Administrator to assist Financial Planners in managing client relationships, handling client queries, processing applications, and supporting financial planning tasks.

Through a carefully structured process, we help clien.

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Your new company

A leading UK-based wealth management firm, renowned for delivering bespoke investment and financial planning services to private clients and trustees. With a distinguished history spanning over 280 years and a listing on the London Stock Exchange, the firm combines tradition with innovation. Following a significant transformation driven by a recent acquisition, they are now focused on strengthening their already well-established Change function to support continued growth and strategic evolution.

Your new role

A Business Data Analyst is required to join the Front-office Investment Change team. You will be working on a large-scale transformation programme focusing on the consolidation and simplification of pricing rates across the two businesses. You will work closely alongside various front-office stakeholders to understand and analyse large data-sets through the use of Excel.

You will be required to perform standard Business Analysis duties including requirements gathering, business requirement documentation and business readiness activities relating to the Pricing programme.

What you'll need to succeed

• Business Analysis skills - including requirements gathering, workshop facilitation, business requirements documentation etc.
• Strong Data Analysis skills
• Advanced level Excel skills (inc Pivot tables, formulas and Macros)
• Pricing experience would be ideal
• Financial services experience is preferable.

What you'll get in return

• Competitive basic salary
• Excellent benefits package inc 9% pension
• 25 days holiday + Bank holidays
• Discretionary bonus

What you need to do now

If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or call us now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.

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TheClient

AnestablishedInvestmentManagement/WealthManagementbusinesswithglobalreach,runningmultiassetfundsanddiscretionaryportfolios.

TheRole

Thisisagrea topportunityforanexperiencedFeesAnalysttoplayakeyrolewithintheWealthManagementbusinesstoensureWealth&FinancialAdvisersarepaidaccuratelyandontimebyexecutingmonthlyadviserpay-run.

TheFeesAnalystwillprocessremunerationmodels,reconcilingincomedata,andprod.

WHJS1_UKTJ

We’re a pan-European digital wealth manager with 130,000 active investors (growing fast!) and over €5 billion invested on our platform. With 220+ people across 4 offices in Italy and the UK, we’re supported and funded by Poste Italiane, Cabot Square Capital, United Ventures and Allianz. We started in 2011 in Milan with a simple vision - to help more people improve their financial well-being by making personal investing straightforward and accessible through technology. Fast forward a few years, and we’re known as one of the most innovative fintechs headquartered in the heart of London.

Mission

To provide investment solutions and advice to protect and grow client wealth through time.

Our Core Values:

We’ve built our business on three Principles:

• Relationships are our first asset: We’re one team, built on trust, honesty and transparency. We value our relationships above all else.
• Trust drives success: We give each other the space to grow. We empower our employees to succeed, so they can make a real impact.
• Our customers dream big, just like us: We see the bigger picture and we make sure our customers see it, too. We’re always focused on the best outcomes for our clients and for each other, no matter what the goal, or how big the dream

What this means in practice:

At Moneyfarm, diversity is the foundation of our competitive advantage. We value our employees for who they are – their backgrounds, experiences, talents, knowledge and individual differences. This is what makes us better at what we do. To accommodate our different needs and commitments, we offer flexible working to all. Our individual impact and output is what counts most.

About the role:

We are seeking a bright and motivated Investments Data Scientist to join our dynamic Investment Team. This is an excellent opportunity to grow your career and apply your quantitative skills to real-world investment challenges. You will support senior team members in designing, developing, and deploying sophisticated models that influence investment decisions.

This position is ideal for a candidate with a strong foundational understanding of modern quantitative methods, coupled with a passion for financial markets and some previous exposure to the sector. You will work closely with portfolio managers and investment analysts, helping to translate complex data into actionable insights.

Key Responsibilities

• Automate Reporting: Support the building and automation of investment reports and financial reports, helping to provide timely and accurate insights to portfolio managers and stakeholders.
• Support Model Development: Assist in the design, backtesting, and implementation of statistical and machine learning models for asset allocation, risk management, and return forecasting.
• Conduct Data Analysis: Perform rigorous analysis of financial time series to help model market dynamics, understand volatility patterns, and identify underlying trends.
• Assist in Signal Generation: Contribute to the research, design, and validation of predictive investment signals by working with a wide range of traditional and alternative financial data.
• Contribute to Research: Assist in researching cutting-edge academic and industry findings in quantitative finance and machine learning.
• Support Portfolio Managers: Generate insights for Portfolio Managers through analysis of portfolio performance, risk, and performance attribution.
• Collaboration & Communication: Work collaboratively with the team to integrate quantitative insights into the investment process.

Requirements

Qualifications and Skills

• Degree (MSc or PhD) in a quantitative discipline such as Financial Engineering, Statistics, Computer Science, Physics, Mathematics, or a related field.
• Up to 5 years of relevant experience (including internships or academic projects) in a quantitative or data-focused role.
• Strong proficiency in Python and its data science ecosystem (pandas, NumPy, SciPy, scikit-learn, statsmodels).
• Solid understanding of financial time series modelling, including concepts related to forecasting, volatility, and non-stationarity.

• Demonstrable experience applying machine learning techniques (e.g., Gradient Boosting, Random Forests, Clustering) to data, preferably financial.
• Experience with (or academic exposure to) building investment signals or automating data analysis and reporting.
• Proficiency in SQL for querying and managing large datasets.

Preferred

• Familiarity with financial data providers such as Bloomberg, Refinitiv Eikon, or FactSet.
• Exposure to cloud computing platforms (e.g., AWS, GCP) or big data technologies (e.g., Spark).
• An interest in deep learning frameworks (e.g., TensorFlow, PyTorch).
• Progress towards the CFA or FRM designation is a plus.

What We offer

• The opportunity to make a direct and meaningful impact on investment decisions at a leading firm.
• A collaborative, intellectually stimulating environment that encourages continuous learning and innovation.
• Strong mentorship and clear pathways for career progression and professional development.
• Access to extensive datasets and existing quantitative stack.

Benefits

• Health Insurance, Wellness plan
• Fee free investments on Moneyfarm platform
• Incentive scheme
• Career development opportunities
• Training opportunities
• Regular office social events
• Happy and friendly culture!