Financial Adviser jobs in Chingford
- Sun Global Investments LimitedLondon W1W
- Company pension
- Private medical insurance
- Strong understanding of investment products, portfolio construction and global financial markets.
- Provide investment and portfolio guidance across relevant…
Junior Financial Adviser
Multiple openingsRecruit UKHarlow- Paid volunteer time
- On-site parking
- Cycle to work scheme
- We are keen to speak with Level 4 Diploma-qualified financial services professionals, including paraplanners, trainee advisers, administrator, mortgage adviser,…
- Junior-Broker.comLondon W1C
- The successful candidate will have a strong closing background, excellent communication skills, and the confidence to build rapport and convert warm enquiries…
- Recruit UKLondon
- Company pension
- Private medical insurance
- Work from home
- On-site parking
- As a financial planning administrator, you will manage all aspects of financial services administration, including processing letters of authority, preparing…
- Capio RecruitmentLondon
- Referral programme
- Employee discount
- Life insurance
- Company pension
- Private medical insurance
- Cycle to work scheme
- Strong UK financial advice experience across pensions, investments, retirement and estate planning.
- Strong UK financial advice experience across pensions,…
- Capio RecruitmentLondon
- Referral programme
- Employee discount
- Life insurance
- Company pension
- Private medical insurance
- Cycle to work scheme
- Strong UK financial advice experience across pensions, investments, retirement and estate planning.
- Strong UK financial advice experience across pensions,…
SSAS Client Specialist
Multiple openingsWBR Group LtdLondon- Referral programme
- Employee mentoring programme
- Financial planning services
- Annual leave
- Employee discount
- Sick pay
- Building strong relationships with clients and advisers to achieve the best outcomes.
- With a focus on delivering excellent outcomes for business owners, SMEs,…
Senior Property Investment Consultant
Urgently neededCityRiseCamden Town NW1 0AB- Sick pay
- Company pension
- Company events
Often responds in 3 days- Senior Investment Consultant – London – circa £120,000 OTE (Year 1) *.
- We are offering a generous basic salary for someone with current or very recent…
- Rayment RecruitmentNorth London
- Referral programme
- Employee discount
- Employee assistance programme
- Company pension
- Cycle to work scheme
- Supporting the Advisor(s), as and when appropriate, in building cash-flow models to assist the client in overseeing their financial position and forecast future…
- Recruitment SolutionsGreater London
- Free parking
- Company pension
- On-site parking
- As a Pension Transfer Advisor, you will provide high-quality, compliant financial advice to clients considering transferring their pensions, ensuring all…
Trainee Financial Planner
Often replies in 3 daysSwarm RecruitmentLondon EC3V 9BQ- Employee assistance programme
- Company pension
- Private medical insurance
- Discounted gym membership
- Company events
- Employee Assistance Programme: access to private GP appointments, savings & discounts, gym membership, financial wellbeing tools.
- Daily breakfast in the office.
- Royal Bank of CanadaLondon EC3A
- You will be providing the best possible service to our colleagues and clients as part of a cohort of likeminded individuals, who strive to achieve great results…
- Royal Bank of CanadaLondon EC3A
- As a Wealth Manager, you will oversee and manage a dedicated client base with diverse financial planning needs, ensuring tailored solutions and exceptional…
- Royal Bank of CanadaLondon EC3A
- A world-class training program in financial services.
- An extremely detailed and diverse knowledge of business sectors, current business developments, market…
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- We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in…
- View all Deloitte jobs - London jobs - Wealth Advisory Manager jobs in London
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- We are subject to a number of audit regulations, one of which requires that certain colleagues abide by specific personal independence constraints (e.g., in…
Investment & Portfolio Relationship Manager – HNW/UHNW Clients
Investment & Portfolio Relationship Manager – HNW/UHNW Clients
Job details
Pay
Job type
Benefits
Full job description
Sun Global Investments Limited is seeking an experienced Investment & Portfolio Relationship Manager to join our growing team.
The role focuses on developing and managing HNW/UHNW clients, financial assets and investment portfolios, with a strong emphasis on international clients and investors interested in emerging markets and US investment opportunities.
Key Responsibilities
- Develop and manage HNW/UHNW client relationships and investment portfolios.
- Acquire new clients through professional networks, referrals and introducers.
- Understand clients’ investment objectives, risk appetite and asset allocation requirements.
- Provide investment and portfolio guidance across relevant financial markets and asset classes.
- Identify opportunities to grow client assets under management (AUM).
- Build long-term relationships with international clients and professional intermediaries.
- Work closely with investment, product and compliance teams.
Ideal Candidate
- Experience in Wealth Management, Private Banking, Investment Advisory, Portfolio Management or Financial Services.
- Proven track record of managing or acquiring HNW/UHNW clients and financial assets.
- Strong understanding of investment products, portfolio construction and global financial markets.
- Existing international client or professional network, particularly involving clients interested in emerging markets and/or US investments.
- Strong business development and relationship management skills.
- Relevant investment/financial qualifications are advantageous.
We welcome professionals with diverse international experience and established relationships across global client markets.
We offer a competitive basic salary of £60,000–£70,000, dependent on experience, together with a generous performance-based commission structure. The package is designed to recognise and reward strong performance, client relationships and results.
Pay: £60,000.00-£70,000.00 per year
Benefits:
- Company pension
- Private medical insurance
Work Location: In person