15 Financial Advisor jobs in London

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• A highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

Join Our Team as an Investment Management Portfolio Associate!

We are seeking an enthusiastic and motivated Portfolio Associate to join our client dynamic investment management team!

Start ASAP, pay 300-350 per day- (Umbrella), hours Monday-Friday 40 hours per week, hybrid working role three days a week in the office, duration until end of September 2026, location Canary Wharf.

What You'll Do:

As a Portfolio Associate, you will play a vital role in supporting our portfolio management team through various key responsibilities, including:

• Assisting with daily trading activities, FX processing, and administrative tasks.
• Acting as a liaison between Portfolio Managers and operations for clerical matters such as account management and trade queries.
• Monitoring cash and asset inflows/outflows, ensuring accurate data tracking.
• Addressing inquiries from the front office and resolving portfolio or operational issues.

What We're Looking For:

• Solid knowledge of financial markets and investment operations processes.
• Exceptional written and verbal communication skills.
• Strong analytical abilities and a keen technical insight.
• A highly motivated self-starter who thrives in a teamwork-oriented environment.
• Ability to work independently while contributing positively to the team.

If you're ready to make a significant impact in a fast-paced environment, we want to hear from you! Apply now and be part of our exciting journey in investment management!

Adecco is a disability-confident employer. It is important to us that we run an inclusive and accessible recruitment process to support candidates of all backgrounds and all abilities to apply. Adecco is committed to building a supportive environment for you to explore the next steps in your career. If you require reasonable adjustments at any stage, please let us know and we will be happy to support you.

Adecco acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers. The Adecco Group UK & Ireland is an Equal Opportunities Employer.

By applying for this role your details will be submitted to Adecco. Our Candidate Privacy Information Statement explaining how we will use your information is available on our website.

A well-established Housing Association in East London is looking to take on a Treasury and Financial Planning Lead for an initial 9 Month role. This association has a big impact in its community and creates an inspiring, inclusive place to work.

They are looking to bring someone into their collaborative team who comes from a housing association background, with experience in business planning (know.

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About Low Carbon

Low Carbon is a purpose driven company that creates large-scale renewable energy in the global fight against climate change. Our mission is to protect the planet for future generations while delivering positive returns for our communities and investors. Our goal is to produce as much new renewable energy as possible while limiting our own environmental impact. We do this by developing, investing in, and operating large-scale renewable energy projects across the globe.

Our partnership with the Massachusetts Mutual Life Insurance Company (MassMutual) is enabling us to accelerate the deployment of large-scale renewable energy and underpins our ambition to transform the global energy sector from fossil fuels to zero carbon.

All of us at Low Carbon know that trust is a vital component of the climate fight. We are a long-standing certified B-Corporation, a reflection of our fundamental ethos to balance the needs of the environment and society with our bottom line.

We are extremely proud of the highly professional and talented team at Low Carbon.  We have built a positive learning culture that incorporates respect, trust, collaboration, and a shared passion to combat climate change.  It is an open, friendly and supportive environment, and we are proud to say we work here. As we grow, we are committed to increasing diversity in the team, and continuing to foster an inclusive environment where we can learn from each other.

The Fund Management Team

Low Carbon is looking to appoint an Associate Intern within the Fund Management team who will report directly to an Investment Manager, and support the wider team. Low Carbon Investment Management is an FCA accredited manager that makes investments into late-stage renewables assets on behalf of third parties. LCIM is currently raising its first fund – Low Carbon Renewables Fund (“LCRF”) – with a target size €500m, first close targeted in 1H 2024 and over 1GW of seed assets secured.

Key Responsibilities

Support the execution of new investment transactions (Primary responsibilities)

• Develop an understanding of the investment criteria of LCIM fund mandates
• Lead country and renewable technology sector research activities and feed this into MD, ID and IM investment sourcing activities
• Support IMs, IDs and MDs in the analysis and evaluation of new investment opportunities, including financial analysis, risk and counterparty analysis, relevant industry research:
• Build and modify financial models for investment opportunities, including complex operational, investment structuring and debt financing structures
• Prepare investment committee papers supporting new investments, new projects or other material investment decisions
• Project manage due diligence workstreams, assist IMs and IDs to critically review the work of third-party advisors
• Contribute to the review of transaction documentation and transaction funding
• Contribute to the sourcing of new investment opportunities

Monitor the performance of portfolio investments (secondary responsibilities)

• Lead the preparation of internal and investor reporting and valuation for portfolio investments, including ownership of investment model
• Collect and review financial and other information from portfolio companies in order to monitor progress
• Liaise with portfolio companies on ongoing corporate actions, collection of fees and dividends, redemptions etc.

Desired Outcomes

• Quickly develop an understanding of the LCIM strategy and its investment criteria, including performance metrics, sectoral and geographic focus
• Build strong internal relationships and become a key part of the team
• Begin to assist IMs, IDs and MDs in analysing investment opportunities and supporting fund raising activities
• Support IMs, IDs and MDs in analysing and presenting investment opportunities to Investment Committee

The Candidate

Our ideal candidate will have the following characteristics:

• A strong analytical tool kit (qualitative and quantitative) with strong conceptual thinking and problem-solving skills
• Experience in financial modelling & managing DD processes
• Be driven, dynamic, forward thinking, innovative and agile; and be comfortable working in a fast paced, adaptable environment
• Based in the UK, happy, willing & able to travel to the LCIM target geographies and comfortable operating within those cultures
• A personal interest and understanding of renewables and climate change coupled with a deep appreciation for investing

Professional Skills & Experience Required

• Advanced knowledge of MS Excel, Word and PowerPoint. Experience in building cashflow models including complex project financing and investment structures and advanced valuation concepts
• Experience in corporate finance advisory, investment management, investment banking or strategy consultancy (Preferably investment bank or boutique investment banks)
• Experience in buyside M&A / energy / infrastructure would be highly regarded

Our Compensation and Benefits

• Competitive salary
• 26 days holiday + your birthday off (pro-rata for the duration of your internship)
• Lots of office social events
• Working in newly fit-out offices in Central London
• Get to work with an experienced, talented team of renewable energy professionals
• Be a part of a dynamic, entrepreneurial mission driven culture
• Make your unique contribution to the fight against climate change

Financial Planning & Reporting Manager

5 days a week on site
Based in Blackfriars, London
Paying up to 65,000 based on experience

We're looking for a commercially minded Financial Planning & Reporting Manager to join a busy, fast-growing sales-led organisation.

Reporting to the Associate Director of Finance & Reporting, you'll be building new reporting capabilities from the ground up, delivering high-quality analysis, and giving senior leadership the insights they need to drive performance. You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into areas such as new business growth, discount profiles, client retention, and cancellations.

You'll also partner closely with the CFO, the Sales Team, and Group Finance - so relationship-building skills will be just as important as your technical expertise. This is a great opportunity for someone who enjoys combining data-driven analysis with commercial thinking, and who wants to make a visible impact.

What you'll be doing:

• Leading the business planning and forecasting processes
• Preparing monthly management reports with clear, actionable insights
• Supporting annual budgets, quarterly forecasts, KPI tracking, and metrics reporting
• Delivering analysis on new business trends, discounting, retention, cancellations, and client base changes
• Working alongside the leadership team on presentations and strategic discussions
• Business partnering with sales and finance teams to improve commercial performance
• Managing a small team of analysts and sales accountants

What we're looking for:

• Strong Excel skills (ideally including macros and VBA), plus confidence in PowerPoint and Word
• A recognised accountancy qualification (or working towards one)
• Proven analytical ability with a proactive, problem-solving mindset
• The ability to manage deadlines while staying adaptable to changing priorities
• An eagerness to understand complex systems, processes, and the mechanics of a business
• A "can-do" approach and the confidence to turn multiple data inputs into clear, concise information

If you thrive in a fast-paced environment, enjoy turning numbers into stories, and want to be part of a business on a steep growth trajectory, we'd love to hear from you.

50219CHR1

INDLON

Financial Planning & Reporting Manager

5 days a week on site
Based in Blackfriars, London
Paying up to 65,000 based on experience

We're looking for a commercially minded Financial Planning & Reporting Manager to join a busy, fast-growing sales-led organisation.

Reporting to the Associate Director of Finance & Reporting, you'll be building new reporting capabilities from the ground up, delivering high-quality analysis, and giving senior leadership the insights they need to drive performance. You'll be hands-on with budgets, forecasts, monthly reporting, and deep-dive analysis into areas such as new business growth, discount profiles, client retention, and cancellations.

You'll also partner closely with the CFO, the Sales Team, and Group Finance - so relationship-building skills will be just as important as your technical expertise. This is a great opportunity for someone who enjoys combining data-driven analysis with commercial thinking, and who wants to make a visible impact.

What you'll be doing:

• Leading the business planning and forecasting processes
• Preparing monthly management reports with clear, actionable insights
• Supporting annual budgets, quarterly forecasts, KPI tracking, and metrics reporting
• Delivering analysis on new business trends, discounting, retention, cancellations, and client base changes
• Working alongside the leadership team on presentations and strategic discussions
• Business partnering with sales and finance teams to improve commercial performance
• Managing a small team of analysts and sales accountants

What we're looking for:

• Strong Excel skills (ideally including macros and VBA), plus confidence in PowerPoint and Word
• A recognised accountancy qualification (or working towards one)
• Proven analytical ability with a proactive, problem-solving mindset
• The ability to manage deadlines while staying adaptable to changing priorities
• An eagerness to understand complex systems, processes, and the mechanics of a business
• A "can-do" approach and the confidence to turn multiple data inputs into clear, concise information

If you thrive in a fast-paced environment, enjoy turning numbers into stories, and want to be part of a business on a steep growth trajectory, we'd love to hear from you.

50219CHR1

INDLON

• Lead the development of annual budgets and multi-year financial forecasts.
• Conduct in-depth variance analysis, identifying key drivers and providing commentary on financial performance.
• Develop and maintain complex financial models to support strategic initiatives, M&A activities, and investment decisions.
• Prepare regular financial reports and presentations for senior management and stakeholders.
• Partner with various departments to gather financial data and provide analytical support.
• Identify opportunities for cost savings and revenue enhancement.
• Monitor key financial metrics and KPIs, highlighting trends and risks.
• Assist in the preparation of board materials and investor relations communications.
• Support the implementation and optimization of financial systems and processes.
• Provide financial guidance and support to business unit leaders.
• Stay current with accounting standards and financial regulations.

• Bachelor's degree in Finance, Accounting, Economics, or a related field. A Master's degree or MBA is a plus.
• Professional qualification such as ACCA, CIMA, or CFA is highly desirable.
• Minimum of 5-7 years of experience in financial analysis, FP&A, or a related field.
• Proven expertise in financial modeling, forecasting, and budgeting.
• Strong understanding of accounting principles and financial reporting standards.
• Excellent analytical and problem-solving skills with a high degree of accuracy.
• Proficiency in Excel, PowerPoint, and financial planning software (e.g., Hyperion, SAP BPC).
• Strong communication and presentation skills, with the ability to articulate financial concepts to non-finance professionals.
• Ability to work independently and manage multiple priorities in a remote setting.
• Experience working in a fast-paced corporate environment.
• Proactive and detail-oriented approach to financial analysis.

• Oversee and direct all FP&A activities, including budgeting, forecasting, long-range planning, and management reporting.
• Develop sophisticated financial models to support strategic decision-making, investment analysis, and scenario planning.
• Partner closely with business leaders across departments to understand key drivers and provide financial guidance.
• Lead the annual budgeting process and establish rolling forecast processes.
• Analyze financial performance against budget and forecast, identifying key variances and recommending corrective actions.
• Prepare financial presentations for the executive leadership team, board of directors, and investors.
• Drive continuous improvement in financial processes and systems, leveraging technology to enhance efficiency and accuracy.
• Develop and track key performance indicators (KPIs) to measure business performance and identify trends.
• Manage and mentor a team of finance professionals, fostering a high-performance culture.
• Ensure compliance with financial regulations and reporting standards.
• Evaluate potential M&A opportunities and provide financial due diligence support.

• Bachelor's degree in Finance, Accounting, Economics, or a related quantitative field; MBA or equivalent preferred.
• 10+ years of progressive experience in FP&A, corporate finance, or a related finance leadership role, preferably within a high-growth environment.
• Proven expertise in financial modeling, forecasting techniques, and business partnering.
• Strong understanding of accounting principles and financial reporting.
• Exceptional analytical, strategic thinking, and problem-solving skills.
• Excellent leadership, communication, and presentation abilities.
• Experience with financial planning software (e.g., Anaplan, Oracle Hyperion, SAP BPC) and BI tools.
• Ability to thrive in a fast-paced, dynamic, and remote work environment.
• Demonstrated ability to build strong relationships and influence stakeholders at all levels.