Financial Adviser jobs in Chipping Ongar
- Goldman SachsLondon
- At least 5 years financial markets experience within PWM, investing or sales trading.
- We assist employees in saving and planning for retirement, offer financial…
- 1-4 years of experience in a financial services setting.
- We assist employees in saving and planning for retirement, offer financial support for higher education…
- Charles StanleyLondon
- Experience using Intelligent Office (IO) and financial planning platforms.
- Maintain accurate client records and workflows within Intelligent Office (IO).
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View similar jobs with this employerFoster DenovoLondon EC3R- This is a self employed adviser role.
- To understand their current and future goals and aspirations, and create easy to understand financial strategies.
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- Salary Search: Self Employed Financial Adviser salaries in London
View similar jobs with this employerFoster DenovoLondon EC3R- This is a self employed adviser role.
- To understand their current and future goals and aspirations, and create easy to understand financial strategies.
- View all Foster Denovo jobs - London jobs - Financial Advisor jobs in London
- Salary Search: Self Employed Financial Adviser salaries in London
- 7IMLondon EC2R
- To assist Advisers with providing an exceptional ongoing service to clients as well as supporting the onboarding of new clients into the business, this role…
- View all 7IM jobs - London jobs - Client Services Associate jobs in London
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- Fisher InvestmentsLondon EC3A
- Annual leave
- Employee assistance programme
- Company pension
- Work from home
- Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
- Experience mapping and analysing client journeys and operating models in financial services.
- You will contribute to the delivery of high profile and complex…
- View all EY jobs - London jobs - Wealth Management Director jobs in London
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- EY's Financial Services practice is a unique industry focused business unit that provides a broad range of integrated services to financial institutions and…
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- You will operate at the intersection of business strategy, technology, and transformation delivery, helping clients modernise investment platforms, data…
- Pwc UKLondon WC2N
- A career in our team will provide you with the opportunity to advise clients on their US and UK tax affairs, while acting as a trusted advisor feeding in on any…
- Pwc UKLondon WC2N
- As investment in AI continues to accelerate, the Insurance sector is undergoing significant transformation, creating new opportunities to modernise operations,…
- Pwc UKLondon SE1
- You have a solid background in UK corporate tax, gained within a professional services or corporate environment and knowledge of the financial services sector.
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- Pwc UKLondon WC2N
- Taking a lead on all aspects of the financial management of clients.
- You have experience with supporting a portfolio of clients and projects including all…
- View all Pwc UK jobs - London jobs - Senior Finance Associate jobs in London
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- Aon CorporationLondon EC3V
- Build and maintain financial models to support client engagements.
- Engage with clients to assess their capital needs, develop a strategy, and execute on…
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- Aon CorporationLondon EC3V
- This role is suitable for someone with experience advising UK DC pension scheme clients on DC investment strategy and who ideally holds the CFA qualification.
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Wealth Management-London-Associate-Business Development Professional
Wealth Management-London-Associate-Business Development Professional
Job details
Full job description
PRIVATE WEALTH MANAGEMENT (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for ultra high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
Our Business Development Professionals (BDP) will provide analytical, investment, and client service support for existing clients while at the same time developing skills to participate in the team’s new business generation under an apprenticeship model with current Private Wealth Advisors. The ongoing training and apprenticeship is designed to prepare our BDPs for a successful transition into our Private Wealth Advisor role.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Work closely with Private Wealth Advisors to support and implement wealth management strategies for PWM clients
- Develop and prepare marketing presentations for prospective clients
- Analyze investment portfolios for risk and return characteristics
- Execute portfolio rebalancing and trades
- Research internal and external investment vehicles for client asset allocation
- Provide client service and team support
- Source new prospective clients through cold outreach
- Serve as team’s client relationship management system expert
- Participate in some of the team’s prospective client meetings and follow up, as appropriate
- Manage new business team meetings and associated action items
- Relay GS Research and ISG market views to Private Wealth Advisors, clients and prospective clients
- Liaise with various product groups within Investment Management to respond to client needs
QUALIFICATIONS
SKILLS & EXPERIENCE WE’RE LOOKING FOR
- Bachelor's degree
- At least 5 years financial markets experience within PWM, investing or sales trading.
- Interest in pursuing a career as a Private Wealth Advisor
- Ability to work in a fast-paced environment and think clearly under pressure
- Strong interest in the financial markets and good investment sense/commercial instinct
- Ability to multi-task and work with a variety of partners across the firm
- Entrepreneurial spirit coupled with a desire to work in a team-oriented environment
- Excellent verbal and written communication skills
- Strong interpersonal skills and ability to build and foster a strong network of relationships
- Creative approach to problem solving
- Strong project management and organizational skills
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2026. All rights reserved.
Goldman Sachs is an equal opportunity employer and does not discriminate on the basis of race, color, religion, sex, national origin, age, veterans status, disability, or any other characteristic protected by applicable law.