Financial Advisor

New
Greater London, London Quilter Financial Planning

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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

Watford, Eastern Premier Jobs UK Limited

Posted 1 day ago

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permanent

Our client is seeking an experienced Financial Advisor in Watford to join their team and benefit from their employed package with bonuses on all new business written (plus other bonuses!), existing clients to takeover servicing, additional leads, full suite of back office support and fully independent advice offering.

They are seeking Financial Advisors who enjoy building long term relationships wi.

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Investment Banking Analyst

EC4N 4BJ London, London £65000 annum + bon WhatJobs

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full-time
Our client, a leading global financial institution, is seeking a highly analytical and driven Investment Banking Analyst to join their prestigious team in the heart of London, England, UK . This role offers an exceptional opportunity to gain exposure to a wide range of financial advisory services, including mergers and acquisitions, capital raising, and strategic corporate finance. You will be instrumental in supporting senior bankers on transaction execution, conducting in-depth market research, building complex financial models, and preparing client presentation materials. Key responsibilities include financial analysis, valuation, due diligence, and project management support throughout the deal lifecycle. You will work closely with clients across various sectors, contributing to strategic decision-making and transaction success.

The ideal candidate will possess a strong academic background, typically a Bachelor's or Master's degree in Finance, Economics, or a related quantitative field, with a minimum of 1-2 years of relevant experience in investment banking, corporate finance, or a similar analytical role. Exceptional financial modeling skills, proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, CapIQ) are essential. You must demonstrate outstanding analytical, quantitative, and problem-solving abilities, coupled with meticulous attention to detail. Excellent written and verbal communication skills, strong work ethic, and the ability to perform effectively under pressure in a fast-paced environment are critical. This role offers a hybrid working model, providing a balance between collaborative office-based work and the flexibility of remote engagement. Opportunities for rapid career advancement and professional development within a highly reputable financial services firm are abundant.
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Investment Banking Analyst

EC2N 1AN London, London £70000 Annually WhatJobs

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full-time
A prestigious financial institution is looking for a motivated and detail-oriented Investment Banking Analyst to join their elite team in London, England, UK . This hybrid role offers a blend of in-office collaboration and remote flexibility. You will be involved in a wide range of complex financial transactions, including mergers and acquisitions, corporate finance, and capital markets advisory. Key responsibilities include financial modeling, valuation analysis, due diligence, and preparing client presentations and pitch books. The ideal candidate will possess exceptional analytical and quantitative skills, with a strong understanding of financial markets and corporate finance principles. You should be proficient in Excel, PowerPoint, and financial databases such as Bloomberg and Refinitiv. A solid academic background in finance, economics, or a related field is required, along with prior experience in investment banking, corporate finance, or a relevant internship. The ability to work effectively under pressure, manage multiple projects simultaneously, and meet tight deadlines is crucial. Strong communication and interpersonal skills are essential for client interaction and team collaboration. This is an unparalleled opportunity to gain hands-on experience in high-profile deals and develop a career in the competitive world of investment banking. We are seeking individuals who are ambitious, possess a strong work ethic, and are eager to learn and contribute to a high-performing team.
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Investment Banking Associate

EC4N 4AB London, London £90000 Annually WhatJobs

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full-time
Our client, a leading global financial institution, is seeking a highly motivated and analytical Investment Banking Associate to join their dynamic team. This role offers exposure to a wide range of high-profile transactions, including mergers and acquisitions, capital raising, and advisory services.

Responsibilities:
  • Support senior bankers in executing complex financial transactions across various industries.
  • Conduct in-depth financial analysis, valuation modelling, and market research.
  • Prepare client presentations, pitch books, and transaction-related documents.
  • Assist in the due diligence process for mergers, acquisitions, and financing deals.
  • Develop sophisticated financial models (DCF, LBO, precedent transactions, comparable companies).
  • Manage deal processes and coordinate with internal and external stakeholders.
  • Build and maintain client relationships, providing high-quality service.
  • Identify and assess potential new business opportunities.
  • Stay informed about market trends, economic conditions, and regulatory changes.
  • Mentor and guide junior analysts, providing direction and feedback.

Qualifications:
  • Bachelor's degree in Finance, Economics, Business, or a related field. An MBA or relevant Master's degree is highly preferred.
  • Minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field.
  • Strong understanding of financial markets, corporate finance principles, and valuation methodologies.
  • Advanced financial modelling and analytical skills.
  • Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
  • Excellent written and verbal communication skills.
  • High level of attention to detail and accuracy.
  • Ability to work effectively in a fast-paced, high-pressure environment.
  • Strong work ethic, team orientation, and drive to succeed.
  • Prior experience in M&A, capital markets, or corporate advisory is a significant advantage.

This is a challenging and rewarding opportunity to build a career in investment banking within a world-class organisation. The position is based in the heart of the financial district in London, England .
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Investment Banking Analyst

EC2N 2HH London, London £60000 Annually WhatJobs

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full-time
Our client, a prestigious investment bank, is looking for a talented Investment Banking Analyst to join their dynamic team in the heart of **London, England, UK**. This is an office-based role requiring full commitment to the fast-paced financial services environment.

As an Investment Banking Analyst, you will play a crucial role in supporting deal execution and client advisory services across various financial transactions, including mergers and acquisitions, capital raising, and financial restructurings. You will be responsible for conducting in-depth financial analysis, building complex financial models, preparing client presentations, and performing due diligence. This position demands a strong understanding of financial markets, corporate finance principles, and valuation methodologies.

Key responsibilities:
  • Perform detailed financial analysis, valuation modeling, and due diligence for M&A transactions and capital markets activities.
  • Develop and prepare client-ready pitch books, presentations, and reports.
  • Conduct industry research and identify potential investment opportunities or strategic advisory mandates.
  • Assist in the origination and execution of transactions, working closely with senior bankers.
  • Manage deal processes and timelines, ensuring all necessary documentation is accurate and complete.
  • Collaborate with internal teams and external advisors to facilitate transaction closings.
The ideal candidate will have a Bachelor's degree in Finance, Economics, or a related field, with a strong academic record. Previous internship experience in investment banking, corporate finance, or a related field is highly desirable. Excellent analytical, quantitative, and problem-solving skills are essential, along with proficiency in financial modeling and Microsoft Excel. Strong communication and interpersonal skills are required to effectively interact with clients and colleagues. This is an exceptional opportunity to build a rewarding career in investment banking at a globally recognized institution.
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Senior Investment Banking Analyst

EC2N 1HQ London, London £70000 Annually WhatJobs

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full-time
Our client, a prestigious financial institution, is seeking a highly analytical and driven Senior Investment Banking Analyst to join their dynamic team in London, England, UK . This role offers an excellent opportunity to contribute to high-profile M&A transactions, capital markets activities, and strategic advisory services for a diverse range of corporate clients. You will be instrumental in financial modeling, valuation analysis, market research, and client relationship management.

Key responsibilities include developing complex financial models for mergers, acquisitions, leveraged buyouts, and initial public offerings. You will conduct in-depth industry and company-specific research to support transaction execution and client advisory. This role involves preparing pitch books, presentations, and other client-facing materials, as well as assisting in the due diligence process for transactions. You will work closely with senior bankers to originate and execute deals, manage client interactions, and contribute to business development efforts.

The ideal candidate will possess a Bachelor's degree in Finance, Economics, or a related quantitative field, with a strong academic record. A minimum of 3-5 years of relevant experience in investment banking, corporate finance, private equity, or a related field is required. Exceptional financial modeling and valuation skills are essential, along with a deep understanding of capital markets and corporate finance principles. Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv) is necessary. Strong analytical, quantitative, and problem-solving abilities, coupled with excellent communication and interpersonal skills, are critical. An aptitude for working under pressure, managing multiple projects simultaneously, and a dedication to client service are paramount. This hybrid role allows for a blend of in-office collaboration and remote flexibility.
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Senior Investment Banking Analyst

SW1A 0AA London, London £75000 Annually WhatJobs

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full-time
Our client, a prestigious financial institution, is seeking a highly motivated and analytical Senior Investment Banking Analyst to join their dynamic team in the heart of London, England, UK . This is an exceptional opportunity for a driven individual to contribute to high-profile M&A transactions, capital markets advisory, and strategic financial planning. The successful candidate will play a crucial role in supporting deal execution, financial modeling, valuation analysis, and client relationship management.

Key Responsibilities:
  • Conduct comprehensive financial analysis, including DCF, LBO, and comparable company analysis, to support valuation and transaction structuring.
  • Prepare detailed pitch books, presentations, and offering memorandums for client engagements and new business development.
  • Assist in the due diligence process for mergers, acquisitions, and divestitures, working closely with legal, accounting, and operational teams.
  • Develop and maintain complex financial models to forecast company performance and assess potential investment scenarios.
  • Support senior bankers in managing client relationships and originating new business opportunities.
  • Monitor market trends and industry developments to identify potential transactions and strategic insights.
  • Collaborate with cross-functional teams to ensure seamless deal execution and client satisfaction.
Qualifications:
  • Bachelor's degree in Finance, Economics, or a related field; MBA or advanced degree is a plus.
  • 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
  • Proven track record in financial modeling, valuation, and deal execution.
  • Strong understanding of capital markets, M&A processes, and financial analysis techniques.
  • Excellent communication, presentation, and interpersonal skills, with the ability to interact effectively with clients and senior management.
  • Proficiency in Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
  • Ability to work effectively under pressure in a fast-paced, demanding environment.
  • Strong analytical and problem-solving skills with meticulous attention to detail.
  • Commitment to working a hybrid schedule, balancing in-office collaboration with remote flexibility.
This role offers a competitive salary, bonus structure, and comprehensive benefits package, along with significant opportunities for professional growth and career advancement within a leading financial services firm. If you are a high-achiever looking to make a significant impact in the investment banking sector, we encourage you to apply.
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Head of Investment Banking

EC2V 7DT London, London £150000 Annually WhatJobs

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full-time
Our client is a prestigious financial institution seeking a highly accomplished and strategic Head of Investment Banking to lead their operations. This is a critical, fully remote leadership role based in the heart of London, England, UK , managing a high-performing team responsible for originating and executing M&A transactions, capital markets financing, and advisory services. You will be responsible for driving business growth, cultivating key client relationships, and developing innovative financial solutions to meet client needs. The Head of Investment Banking will oversee deal execution, ensuring accuracy, compliance, and profitability across all transactions. Strong leadership, strategic thinking, and a deep understanding of financial markets, corporate finance, and regulatory frameworks are essential. Proven experience in originating and closing significant transactions, with a substantial track record of success in investment banking or corporate finance, is mandatory. This role requires exceptional analytical, negotiation, and communication skills, as well as the ability to build and maintain strong relationships with corporate clients, investors, and other financial institutions. A Bachelor's or Master's degree in Finance, Economics, or a related field is required, with an MBA or relevant professional qualification (e.g., CFA) being highly advantageous. This fully remote position demands exceptional self-discipline, the ability to manage a distributed team effectively, and a commitment to fostering a culture of excellence and integrity. You will play a pivotal role in shaping the firm's strategic direction and delivering exceptional value to clients in a dynamic global market.
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Investment Banking Senior Analyst - Energy

London, London Citigroup

Posted 12 days ago

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Job Description
The Investment Banking Senior Analyst is a lower intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team.
**Responsibilities:**
+ Work with senior Bankers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare presentations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Qualifications:**
+ Previous Investment Banking, Corporate Finance and/ or Advisory experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
"Candidates applying for this role must be aware that it is a Certified Role, subject to the FCA and PRA Certification Regime.
The Certification Regime is one element of the Individual Accountability Regime which came into effect on 7 March 2016.
Under the Certification Regime, Citi UK regulated entities (Citi entities) must ensure that employees working in certain roles categorised as specified significant harm functions (Certified Roles) are assessed as fit and proper to carry out their role.
Under the guidance provided by the FCA and PRA, firms should have regard to the following when assessing fitness and propriety:
- Honesty, integrity and reputation
- Financial soundness
- Competence and capability
In order to comply with the requirements of the Certification Regime, Citi entities must take reasonable care to ensure that an employee does not perform a Certified Role without first being certified as Fit and Proper. For this reason, you will be assessed for this role against the Fit and Proper requirements, as described above.
This assessment will be carried out through extensive interviews, self-disclosures, permitted criminal record checks, regulated reference checks, credit checks and other background screening checks."
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**Job Family Group:**
Institutional Banking
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**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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