Financial Adviser jobs in Warlingham
- Clarence Place Wealth Management LtdLondon
- Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months' experience as a financial advisor with a…
- AW Financial Management LLPDartford DA4 0JPEmployerActive 4 days ago
- We are a client-centric small Independent Financial Planning and Wealth Management firm with the opportunity for a new member of the team to work alongside the…
- Keystone3.4Hybrid work in Kingston upon ThamesTypically responds within 3 daysEmployerActive 4 days ago
- Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
- You find yourself spending more time on admin and less…
- Keystone Wealth ManagementHybrid work in Kingston upon ThamesTypically responds within 3 daysEmployerActive 4 days ago
- Experience & Qualifications: Proven track record in financial advising with relevant qualifications.
- You find yourself spending more time on admin and less…
- Ruth Whitehead AssociatesLondon N16 8DDTypically responds within 1 dayEmployerActive 2 days ago
- Have solid knowledge and understanding of the financial planning process, be competent in technical financial planning tools, financial modelling and back…
- Reynolds Porter Chamberlain3.5London
- Works efficiently and commercially and understands the importance of financial hygiene.
- We are looking for a talented transactions focussed Senior Associate…
- Fidelity - RSR3.8SurreyTypically responds within 12 daysEmployerActive 4 days ago
- Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries by building strong relationships to develop trust in…
- Weightmans3.2Hybrid work in London EC3M 5JG
- Achieve set financial and chargeable targets.
- In particular, we are looking for lawyers to advise, prepare and present civil protective orders in the…
- Fidelity International3.8Tadworth KT20 6RPEmployerActive 5 days ago
- Our role is to provide our customers and advisers with help, expertise and guidance on a range of queries by building strong relationships to develop trust in…
- Department for Work and Pensions3.6LondonTypically responds within 1 dayEmployerActive 5 days ago
- Support for financial wellbeing, including interest-free season ticket loans for travel, a cycle to work scheme and an employee discount scheme.
Paraplanner
NewMichael Page3.7London- Liaise with clients and third parties, including legal and tax advisers, to oversee the implementation of financial recommendations.
- Capricorn Financial Consultancy1.8LondonTypically responds within 3 daysEmployerActive 4 days ago
- The ability to account manage a team of Capricorn advisers who will be your introducers, working with them to receive great leads and deliver great results.
- HM TreasuryHybrid work in LondonTypically responds within 1 day·
- As NS&I’s sponsor and spending team, RDCI supports NS&I in developing the strategic, operational, and financial framework it operates under.
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- Jigsaw FinancialDartfordEmployerActive 5 days ago·
- ** Candidates will need to have a previous sales background, this does not need to be from the Finance sector though ****.
- Job Types: Full-time, Permanent.
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- Rosemount IFAsRomfordTypically responds within 8 daysEmployerActive 8 days ago
- Please note you must have worked for a Financial Adviser or Wealth Management Firm.
- Preparing paperwork for client meetings, business submission and the…
Job Post Details
Job details
Here’s how the job details align with your profile.Job type
- Full-time
Shift and schedule
- Monday to Friday
Location
BenefitsPulled from the full job description
- Company events
Full job description
Clarence Place Wealth Management Ltd is a Partner Practice of St. James's Place Wealth Management, an award winning FTSE100 company specialising in wealth management services. We offer our clients bespoke high quality advice on a wide range of financial services including retirement planning, investment planning, tax and estate planning and business advice.
Due to expansion demands we are looking for a qualified Financial Adviser to join our busy team.
Successful candidates must have a full Diploma in Financial Planning Level 4 and must also have at least 12 months' experience as a financial advisor with a good track record of providing excellent financial planning advice along with strong compliance and customer service.
Suitable candidates must also be enthusiastic, proactive, technically competent with all Windows packages, well presented and able to communicate effectively with clients. Networking will be necessary alongside attending company events when required; having your client own client base is not essential but would be advantageous.
The role itself will be based across two locations - Moorgate, EC2 and Kent, DA12 therefore flexibility and a willingness to travel is essential.
This is a fantastic opportunity to further your career, develop skills and progress within a successful and growing Practice, all backed up by the resources and knowledge of a leading and awarding FTSE100 company. Ongoing development and training will be available and full admin support will also be provided.
Core office hours are 9am to 5pm Monday to Friday (however flexibility will be required) with 25 days annual leave. Salary is dependent on qualification and experience levels.
Full details are available upon request. Please provide your FCA number upon application.
Job Type: Full-time
Application question(s):
- What is the highest level of education you have completed?
Experience:
- Advising Clients: 1 year (preferred)
Licence/Certification:
- Level 4 qualification in Financial Advice (preferred)