335 Investment Advisor jobs in the United Kingdom
Senior Property Investment Advisor
Posted 20 days ago
Job Viewed
Job Description
The successful candidate will be responsible for identifying lucrative investment opportunities, conducting in-depth market research, and providing expert advice to a diverse clientele seeking to expand their property portfolios. You will develop and maintain strong relationships with clients, understanding their financial goals and risk appetites to tailor bespoke investment strategies. This includes sourcing off-market deals, negotiating terms, and overseeing the acquisition process from initial inquiry to completion.
Key responsibilities include:
- Identifying and evaluating potential investment properties across various market segments.
- Conducting comprehensive financial analysis, including ROI calculations, cash flow projections, and risk assessments.
- Preparing detailed investment proposals and presentations for clients and internal stakeholders.
- Negotiating purchase prices and terms with sellers and agents.
- Managing client portfolios and providing regular performance updates.
- Staying abreast of market trends, legislative changes, and economic factors influencing the property market.
- Collaborating with legal and financial professionals to ensure smooth transaction processes.
- Mentoring junior team members and contributing to team development.
To be considered for this role, you will possess a proven track record in property investment, real estate sales, or a related financial advisory field. A deep understanding of the UK property market, particularly in residential and commercial sectors, is essential. Excellent analytical, communication, and negotiation skills are paramount. A relevant degree in finance, business, real estate, or a related discipline is highly desirable. Experience with property valuation techniques and an understanding of legal frameworks governing property transactions are also required. If you are a strategic thinker with a passion for real estate and a commitment to delivering exceptional client service, we encourage you to apply. This is an excellent opportunity to advance your career in a thriving industry. We are looking for someone proactive, results-oriented, and capable of working both independently and as part of a supportive team.
Financial Advisor
Posted today
Job Viewed
Job Description
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
Financial Advisor
Posted today
Job Viewed
Job Description
** Applicants must hold Level 4 Diploma in UK Financial Advice **
If you are an experienced Financial Advisor seeking an employed 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 an Employed basis with one of our Strategic Partner firms.
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
Financial Advisor
Posted today
Job Viewed
Job Description
Financial Advisor - Permanent, Hybrid based in Olney, Buckinghamshire
Salary £50-£70K DOE plus uncapped commission
Job Role
An exciting new opportunity has just arisen with one of our new clients who are a tax and wealth management company. Due to an extremely successful period of business, they are now looking to expand by adding a new member to the Financial Planning team. The business has a reputation for vastly increasing a Financial Advisor’s earnings, production levels and profitability. Working closely on investment, pension, and estate planning, as well as providing small businesses with pension/protection advice. This business is looking to grow even further. They are willing to invest in the successful candidate to make sure the employee feels valued and can grow within the business.
Key responsibilities
- Experience as a Financial advisor
- Servicing an existing client bank and generating new opportunities
- Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters
- Strong communicator and relationship manager
- Committed to ongoing personal and professional development
- A candidate that has a ‘go to’ attitude and able to self generate own business leads
- Able to build strong relationships with both the clients and the team you will be working with.
- Keep up to date with financial products and legislation and comply with all industry rules and regulations.
Desirable
- Has previous experience in the financial services sector
- The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice
- Looking to progress in their career and become chartered (if not already)
- Needs to be Flexibility/ adaptability to cope with change
- Needs to be computer literate, ideally used the following systems;
Dynamic Planner
Intelligent office
Selecta pension
Benefits
- Uncapped bonus potential
- Paraplanning support will be provided
- Pension and death in service benefits after qualifying probation period
- Bonus payable after validation period
- Also, happy to look at self employed basis
Financial Advisor
Posted today
Job Viewed
Job Description
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
Financial Advisor
Posted today
Job Viewed
Job Description
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
Financial Advisor
Posted today
Job Viewed
Job Description
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
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Financial Advisor
Posted today
Job Viewed
Job Description
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
Financial Advisor
Posted today
Job Viewed
Job Description
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
Financial Advisor
Posted today
Job Viewed
Job Description
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