Skip to main content
Post your CV and find your next job on Indeed!

Financial Adviser jobs

Sort by: -
    • Giving sound advice on the best options available to safeguard client financial assets.
    • Talking to clients to determine their expenses, income, insurance…
    • View all Gilson Gray jobs - London jobs - Financial Advisor jobs in London
    • Salary Search: Financial Adviser - London salaries in London
    • See popular questions & answers about Gilson Gray
    • Winning new clients alongside the wider adviser team.
    • The successful Financial Adviser will be a qualified, practising adviser who is comfortable with complex…
    • A minimum of two years of advisory experience within professional financial planning.
    • If you are looking to move away from rigid sales targets and towards…
    • Provide ongoing financial advice to existing, as well as prospective clients covering a broad range of financial planning topics:
    • Experience within financial services, ideally in a financial planning or wealth management practice.
    • Review client portfolios and support ongoing financial…
    • You have a solid background in UK corporate tax, gained within a professional services or corporate environment and knowledge of the financial services sector.
    • A free Will and Lasting Powers of Attorney for you and, where applicable, your spouse (registration fees excluded); and discounted financial and estate planning…
    • Experience delivering regulated financial advice, ideally with a background in bancassurance, building societies, or an independent financial advisory practice.
    • Strong UK financial advice experience across pensions, investments, retirement and estate planning.
    • Strong UK financial advice experience across pensions,…
    • Building tailored financial plans around each client's goals.
    • Level 4 Diploma in Regulated Financial Planning with competent adviser status.
    • Experience providing independent financial advice.
    • Comfortable using financial planning technology and CRM systems.
    • This rapidly growing Financial Planning firm provide high-quality, comprehensive advice to individuals, families and businesses and are looking for an…
    • Previous experience within financial services, preferably in a financial planning or wealth management environment.
    • Working Pattern:* Full-time, Permanent.
    • Use cash flow modelling tools to support financial planning recommendations where appropriate.
    • A relevant Diploma qualification in financial planning, or…
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…

People also searched:

financial advisor
paraplanner
ifa
financial planner
part time
finance
mortgage advisor
wealth management
financial
trainee financial advisor

Job Post Details

Financial Adviser - London
Gilson Gray
London
Permanent, Full-time
Apply on company site

Job details

Pay information not provided
Permanent, Full-time
London

Full job description

Financial Adviser - London

About Gilson Gray

Gilson Gray’s Financial Management team are part of Gilson Gray’s continuingly growing organisation. Gilson Gray Financial Management Ltd are a comprehensive wealth management practice as part of the wider Gilson Gray group who also offer expert legal advice, estate agency services and lettings. We support clients throughout their entire lifetime. The Financial Management team has decades of experience in advising clients throughout all stages of life and can advise on all financial investments.

Based in Edinburgh, Glasgow, Aberdeen, Dundee, North Berwick and London we focus on ensuring we provide the highest level of advice and on-going service to our clients. We are ambitious and have significantly grown the team over the course of the last year. We pride ourselves in looking after our clients personally and providing the upmost standard of service.

The role is based in the London office.

Our Team

We are looking to hire a highly driven Financial Adviser to join one of our successful Wealth Management team.

We are an enthusiastic team that support each other in order to achieve a great working environment. We value each other’s expertise and opinion and pride ourselves in offering an inclusive, enjoyable and motivating place to work.

The Role

We are looking to further strengthen our current team with the appointment of an experienced candidate.

As a Financial Adviser at Gilson Gray you’ll be responsible for:

  • Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan
  • Advising on strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives
  • Reviewing client accounts and plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan
  • Preparing or interpreting financial document summaries, investment performance reports, and income projections for clients
  • Building and maintaining your client base
  • Providing clients with advice and guidance on lending, mortgage, investment, and insurance products
  • Establishing client’s future requirements and tailoring advice and services to meet these needs
  • Giving sound advice on the best options available to safeguard client financial assets

Read the full job spec here.

  • Contracts type:
  • Full-Time, Permanent
  • Locations:
  • England, London
  • Department:
  • Financial Management
  • CVs should be sent to
  • recruitment@gilsongray.co.uk
Let Employers Find YouUpload Your Resume