125 Offshore Financial Services jobs in Saint Helier

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

Are you looking for your new role in Shanghai? Enjoy career growth, industry leading training, vibrant cultures, and unmatched opportunities in our dynamic financial hub. This position is for our office in Shanghai, China, you must be willing to self relocate to Shanghai for this role.

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

We are looking for Wealth Consultants who want to join us in our Shanghai office. 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 Consultant, 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 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.

Key Activities

• Build 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 Investments, Fixed-Income Products, Global Funds, including Equity, VC, ESG, Regular Savings Plans, Portfolio Bonds, International Pension Planning, Fintech.
• Stay informed and comply with all relevant legislative, financial, procedural, and quality requirements.

Skills Required

• You must have a minimum of a Bachelors Degree and 2 years relevant work experience post degree or a Masters degree from a Chinese University and have graduated within 1 year.
• Experience in face to face sales is a must.
• Service focused with strong numerical and analytical skills with close attention to detail.
• 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.
• Have ambition, hunger for success and be driven by targets.

Company Benefits

• Opportunity 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.

Kindly attach your CV to the application to be considered.

deVere Investment Ltd is one of the largest private investment banking company in Mauritius, offering a unique opportunity for ambitious individuals to launch their careers in international finance.

We are selecting a small group of high-potential trainees to join our elite programme.

What We Offer:

Flights to Malta & accommodation assistance

Intensive, hands-on training to equip you with industry expertise

The opportunity to work in one of our global offices after successful completion

A competitive package with performance-based bonuses

Who We’re Looking For:

Strong communicators with problem-solving skills

Ambitious, driven, and eager to succeed

Teachable and proactive individuals

Hardworking candidates ready to seize this opportunity

Programme Details:

Your training begins with six weeks in Malta , immersing you in the world of private investment and financial advisory. Upon successful completion, you will relocate to a deVere office worldwide to continue and complete your training and development.

Opportunities are limited. If you’re serious about launching a global career, apply today for more details!

• Assist in the execution of investment banking transactions, including M&A, equity, and debt financings.
• Develop complex financial models to support valuation, scenario analysis, and transaction structuring.
• Conduct in-depth industry and company research, preparing presentations and reports for clients and internal use.
• Prepare marketing materials such as pitch books, confidential information memorandums (CIMs), and management presentations.
• Support senior bankers in client meetings and negotiations.
• Perform due diligence on companies and markets.
• Monitor financial markets and economic trends, providing insights to the team.
• Coordinate with legal counsel, accountants, and other advisors throughout the transaction process.
• Maintain client databases and track deal progress.
• Contribute to business development efforts and identify new opportunities.

• Bachelor's degree in Finance, Economics, Mathematics, or a related quantitative field from a top-tier university. A Master's degree or MBA is a plus.
• Previous internship experience in investment banking, private equity, corporate finance, or a related field is strongly preferred.
• Exceptional analytical, quantitative, and problem-solving skills.
• Advanced proficiency in Microsoft Excel (financial modeling) and PowerPoint.
• Strong understanding of corporate finance principles, valuation methodologies, and accounting.
• Excellent written and verbal communication skills, with the ability to articulate complex ideas clearly and concisely.
• High level of attention to detail and accuracy.
• Ability to work effectively under pressure, manage multiple tasks, and meet strict deadlines in a demanding environment.
• Demonstrated teamwork and leadership potential.
• Must be eligible to work in the UK.

• Develop and maintain sophisticated financial models to support valuation, transaction analysis, and scenario planning.
• Conduct in-depth market research and industry analysis to identify investment opportunities and assess competitive landscapes.
• Prepare comprehensive client presentations, pitch books, and other transaction-related materials.
• Assist in the execution of M&A transactions, including due diligence, deal structuring, and negotiation support.
• Analyze financial statements, public filings, and economic data to provide insights and recommendations.
• Support senior bankers in client relationship management and business development efforts.
• Collaborate with internal teams and external advisors to ensure the smooth execution of transactions.
• Stay abreast of market developments, regulatory changes, and industry trends impacting investment banking.
• Contribute to a culture of excellence, rigor, and integrity within the team.

• Support senior bankers in the execution of mergers and acquisitions (M&A), debt, and equity financings.
• Conduct extensive financial analysis, valuation modeling, and due diligence for transactions.
• Prepare comprehensive client presentation materials, including pitch books, Confidential Information Memoranda (CIMs), and management presentations.
• Build and maintain complex financial models (e.g., DCF, LBO, accretion/dilution).
• Manage client relationships and act as a primary point of contact for transaction-related inquiries.
• Coordinate with deal teams, clients, legal counsel, and other advisors.
• Analyze market conditions and industry trends to identify investment opportunities.
• Assist in the origination of new business through research and client outreach.
• Train and mentor junior analysts on the team.
• Ensure accuracy and completeness of all transaction-related documentation.
• Stay informed about regulatory requirements and market developments.
• Contribute to the firm's internal knowledge sharing and business development efforts.

• Bachelor's degree in Finance, Economics, or a related quantitative field.
• 2-4 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
• Strong financial modeling and valuation skills.
• Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
• Excellent analytical, problem-solving, and critical thinking abilities.
• Superior written and verbal communication skills.
• Ability to manage multiple projects simultaneously and work effectively under pressure.
• Strong attention to detail and commitment to accuracy.
• Demonstrated ability to work collaboratively in a team environment.
• High level of integrity and professionalism.
• Completed or pursuing CFA designation is a plus.