financial investment adviser

Eden Rose

Financial Adviser (Pathway to Senior Management)Location: Gloucester (Office-based initially, with flexibility)Salary: £50,000 - £75,000 (DOE)Exceptional candidates may be considered at higher levelsQualifications: Level 4 Diploma essential Chartered or working towards highly desirableAbout the FirmWe're partnering with a highly respected, truly independent wealth management practice in Gloucester. The firm has built an excellent reputation for delivering fair, transparent, and client-led financial advice - with a strong emphasis on long-term relationships rather than sales targets.This is an opportunity to join a small, forward-thinking team that rewards loyalty and quality, not just production. The firm embraces modern technology and efficiency, while maintaining a deeply personal approach to financial planning.The OpportunityDue to continued growth and future succession planning, the firm is seeking an experienced Financial Adviser to join their team. You'll work with an existing client bank while developing new relationships through referrals and professional connections. The role also offers a clear pathway toward senior management and potential equity involvement for the right person.Key Responsibilities<ul><li>Manage and develop a loyal portfolio of private clients.</li><li>Deliver holistic, independent financial advice aligned with clients' long-term goals.</li><li>Work collaboratively with a skilled team, including Chartered Paraplanners and experienced administrators.</li><li>Contribute to the firm's growth and strategic direction over time.</li></ul>What We're Looking For<ul><li>Level 4 Diploma in Financial Planning (Chartered status desirable).</li><li>Minimum 3 years' experience as an Adviser within an independent or restricted environment.</li><li>Personable, ethical, and client-focused - not a sales-driven mindset.</li><li>Comfortable advising clients with professionalism, integrity, and empathy.</li><li>Ideally bringing a small client book (not essential).</li><li>Open to candidates under restrictive covenants (case by case).</li></ul>What's On Offer<ul><li>Salary: £50,000 - £75,000 (higher considered for exceptional candidates).</li><li>Bonus: Flexible structure - can include percentage of new business or trail.</li><li>Pension: 5% employer / 5% employee.</li><li>Holidays: 25 days + statutory.</li><li>Additional Benefits:</li><li>Electric car scheme (after qualifying period).</li><li>Health scheme.</li><li>Full professional development and study support.</li><li>Collaborative, low-turnover environment focused on fairness, progression, and long-term success.</li></ul>If you're a qualified Financial Adviser seeking a genuinely independent environment with progression toward leadership - where clients, not sales targets, come first - we'd love to hear from you.

Independent Financial Advsier (Chartered Desired)

Advance Search & Selection Ltd

Independent Financial Adviser (Financial Planner, Financial Advisor, IFA)Salary: up to £80,000 (depending on experience), full benefits and uncapped bonusesThis is an excellent opportunity to be part of a progressive and client-focused, wealth management firm dealing with HNW clients across Berkshire and surrounding areas. Service and develop an existing book of HNW clients, the role offers some home-based working with access to office locations as some clients prefer to meet in office.Full back-office support including full Paraplanning support.Level 4 Diploma in Financial Planning, ideally working towards Chartered status.

Independent Financial Adviser

Eiffel Management

Job Posting: Investment AdvisorRole OverviewWe are seeking a seasoned, strategic Investment Advisor to support our Business Group in navigating complex investment landscapes. The ideal candidate will bring deep market expertise and a proven ability to craft bespoke investment strategies aligned with our financial goals, risk appetite, and long-term objectives. This role requires strong analytical capability, sound judgment, and a proactive approach to portfolio oversight and optimization.Key Responsibilities<ul><li>Design, lead, and implement customized investment strategies that reflect market conditions and innovative financial solutions.</li><li>Provide expert guidance on investment decisions, identify opportunities, and deliver insights on market trends, ensuring full regulatory compliance.</li><li>Monitor market developments and portfolio performance, making timely strategic adjustments to enhance returns and mitigate risks.</li><li>Conduct comprehensive financial assessments to understand client objectives, constraints, and risk profiles.</li><li>Stay current on industry trends, macroeconomic developments, and regulatory updates.</li><li>Oversee and advise on the structure and performance of existing invested portfolios.</li></ul>Required Qualifications<ul><li>Master&rsquo;s degree in Finance, Economics, or a related field.</li><li>Professional certifications such as CFA, CFP, or equivalent.</li><li>Minimum of 6 years of experience in investment advisory, wealth management, or related financial services.</li><li>Proven track record managing high-net-worth portfolios and delivering strong strategic investment outcomes.</li><li>Advanced analytical skills and deep understanding of financial markets and instruments, including equities, fixed income, derivatives, structured products, and alternative assets.</li><li>Demonstrated ability to drive growth through strategic initiatives and client-focused solutions.</li></ul>Preferred Qualifications<ul><li>Experience with portfolio management software and investment analysis tools.</li><li>Knowledge of estate planning, tax optimization strategies, and risk management frameworks.</li><li>Strong problem-solving skills and strategic, long-term thinking.</li><li>Established professional network within the investment community and experience working with private clients.</li></ul>Technical Skills<ul><li>Strong proficiency in financial modelling and investment analysis.</li><li>Expertise in investment platforms, CRM systems, portfolio software, and trading technologies.</li><li>In-depth knowledge of asset allocation, portfolio construction, and risk assessment methodologies.</li></ul>Soft Skills &amp; Cultural Fit<ul><li>Excellent communication and interpersonal skills, with the ability to explain complex concepts clearly.</li><li>Ability to work independently while collaborating effectively and mentoring team members.</li><li>High ethical standards, integrity, and professionalism in all financial dealings.</li></ul>Compensation &amp; Benefits<ul><li>Competitive salary package starting from AED 50,000 (negotiable based on experience and expertise).</li><li>Opportunities for professional development and career progression.</li></ul>Annual leave with a company-sponsored travel ticket.Job Type: Full-timePay: From AED50,000.00 per month

Investment Advisor

Charles Schwab

<div>
 Your opportunity
 
 
 
 At Schwab, you&rsquo;re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us &ldquo;challenge the status quo&rdquo; and transform the finance industry together.
 
 
 
 
 We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
 
 
 
 As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You&rsquo;ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You&rsquo;ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab&rsquo;s Investment Consultant role.
 
 
 What you have
 
 
 
 Required Qualifications
 
 
 
 <ul>
 <li>
 A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
 </li>
 <li>
 A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
 </li>
 <li>
 A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
 
 
 </li>
 </ul>
 
 Preferred Qualifications
 
 
 
 <ul>
 <li>
 2 years of experience in the financial services industry
 </li>
 <li>
 Ability to leverage Business development experience
 </li>
 <li>
 Passion for gaining knowledge of brokerage/banking products and services
 </li>
 <li>
 Openness to build strong client relationships
 
 
 </li>
 </ul>
 In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
 
 
 What&rsquo;s in it for you
 
 
 At Schwab, you&rsquo;re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration&mdash;so you can build the skills to make a lasting impact.
 
 
 We offer a competitive benefits package that takes care of the whole you &ndash; both today and in the future:
 
 
 <ul>
 <li>
 401(k) with company match and Employee stock purchase plan
 </li>
 <li>
 Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
 </li>
 <li>
 Paid parental leave and family building benefits
 </li>
 <li>
 Tuition reimbursement
 </li>
 <li>
 Health, dental, and vision insurance
 </li>
 </ul>
</div>

Investment Consultant - Las Vegas, NV

Financial Divisions

You've spent years building your reputation. You've got loyal clients, impeccable ethics, and you know the difference between good advice and a box-ticking exercise. You don't need micromanaging - you need a platform that matches your standards.This firm is growing, client-first, and built around experienced advisers who want to focus on relationships, not red tape. You'll have full paraplanning and admin support, a strong compliance framework, and complete freedom to advise as you see fit.You can choose an employed or self-employed setup, work from home, and still have access to office space and face-to-face client support when needed.What's on offer:<ul><li>OTE £75k-£180k+ depending on structure and client base</li><li>Fully independent proposition</li><li>Paraplanning, compliance, and marketing support provided</li><li>Clear path to equity and eventual buy-out if desired</li><li>Cutting-edge tech that actually works</li></ul>If you're a Chartered or senior-level Adviser looking to align with a firm that respects experience over volume, this is where you'll find it.If this sounds like the role for you, please contact Joanna Clark for a confidential conversation.

Chartered Financial Adviser - Nationwide (Up to £180k+ OTE) - Remote

Montpellier Resourcing

Up to £35,000 plus excellent bonus and benefitsHybrid working availableDue to exciting expansion and increasing business needs, a fantastic opportunity has arisen for an Investment Administrators to join a dynamic and highly regarded investment company in the heart of London. We are seeking a highly organised and detail-oriented Investment Administrator to join this fantastic team, working to support the Investment Managers and Client Service Executives to deliver exceptional customer service. Candidates must have experience working within a similar role in financial services or investment management.Duties of the Investment Administrator to include:<ul><li>Client Onboarding and Account Management: Open new client accounts while adhering to strict Anti-Money Laundering (AML) regulations, process and monitor account amendments for any changes in client information, and manage account closures efficiently.</li><li>Portfolio Transfers and Reporting: Provide comprehensive administrative support for portfolio transfers both in and out, and obtain and review Capital Gains Tax (CGT) information.</li><li>Internal Transactions and Data Management: Execute internal transfers of holdings between accounts, and facilitate, manage, and file client correspondence and records in a timely and efficient manner, ensuring data accuracy.</li><li>Process Improvement and Team Collaboration: Contribute to support staff meetings by suggesting improvements to procedures and processes, fostering a culture of continuous improvement.</li><li>Client Communication and Reception Support: Respond promptly to telephone calls, take and pass on clear messages, projecting a positive image of the organization, and provide ad hoc administration support, including reception cover as required (answering calls, welcoming guests, and preparing for meetings).</li></ul>Requirements for the successful Investment Administrator:<ul><li>Prior assistant or administrative experience working within financial services, investment, or wealth management role.</li><li>Knowledge of relevant regulatory frameworks.</li><li>High attention to details, levels of accuracy and organisational skills</li></ul>This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Associates Resourcing Limited are those of an Employment Agency

Investment Administrator

PwC India

<div>
 
 
 Line of Service
 
 
 Advisory
 
 
 
 
 Industry/Sector
 
 
 Not Applicable
 
 
 
 
 Specialism
 
 
 Deals
 
 
 
 
 Management Level
 
 
 Associate
 
 
 
 
 Job Description &amp; Summary
 
 
 At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring. They help clients navigate complex transactions and maximise value in their business deals.
 
 
 Those in corporate finance at PwC will provide strategic financial advice and solutions to help clients navigate complex business transactions and optimise their capital structure. You will analyse financial data, conduct due diligence, and assist in mergers, acquisitions, and divestitures.
 
 
 
 
 
 *Why PWC
 
 
 
 
 
 
 At PwC, you will be part of a vibrant community of solvers that leads with trust and creates distinctive outcomes for&nbsp;our clients and communities. This purpose-led and values-driven work, powered by technology in an environment that drives innovation, will enable you to make a tangible impact in the real world. We reward your contributions, support your wellbeing, and offer inclusive benefits, flexibility programmes and mentorship that will help you thrive in work and life. Together, we grow, learn, care, collaborate, and create a future of infinite experiences for&nbsp;each other. Learn more
 
 
 
 about us
 
 
 
 .
 
 
 
 
 
 At PwC, we believe in providing equal employment opportunities, without any discrimination on the grounds of gender, ethnic background, age, disability, marital status, sexual orientation, pregnancy, gender identity or expression, religion or other beliefs, perceived differences and status protected by law. We strive to create an environment where each one of our people can bring their true selves and contribute to their personal growth and the firm&rsquo;s growth. To enable this, we have zero tolerance for any discrimination and harassment based on the above considerations. "
 
 
 
 Job Description &amp; Summary: A career within Corporate Finance team will provide you the opportunity to deliver innovative deal solutions to our clients. We help clients across industries originate, create, execute, and realize value from deals. Our team offers strategic advice to investors and companies undertaking mergers and acquisitions or investment opportunities.
 
 
 Responsibilities
 
 
 &middot; Preparing pitches / proposals for deal sourcing, &middot; Deal execution: &bull; Collateral preparation (complex financial models for M&amp;A and funding transactions, information memorandum, teasers, valuation using different valuation approaches such as relative valuation, DCF, replacement cost, etc.), &bull; Preparation of investor long and shortlists and outreach for marketing, &bull; Preparation of responses to investor queries during marketing and due-diligence, &bull; Industry research for market sizing, competition landscape, research for trading and transaction comps, research for investor identification and outreach, &bull; Joining negotiation discussions on term sheets and documentation / deal closure. &middot; Preparation of engagement letters, assistance with internal administrative matters such as invoicing, approvals, etc. &middot; Participation in client and investor meetings and calls
 
 
 Mandatory skill sets:
 
 
 Investment Banking
 
 
 Preferred skill sets:
 
 
 Investment banking
 
 
 Years of experience required:
 
 
 1-2 years
 
 
 Education qualification:
 
 
 MBA/ CA
 
 
 
 
 
 
 
 Education
 
 
 
 
 (if blank, degree and/or field of study not specified)
 
 
 
 Degrees/Field of Study required: Chartered Accountant Diploma, MBA (Master of Business Administration)
 
 
 Degrees/Field of Study preferred:
 
 
 
 
 
 Certifications
 
 
 
 
 (if blank, certifications not specified)
 
 
 
 
 
 
 Required Skills
 
 
 Investment Banking
 
 
 
 
 Optional Skills
 
 
 Accepting Feedback, Accepting Feedback, Acquisition Strategy, Active Listening, Business Valuations, Buyouts, Capital Raising, Client Confidentiality, Client Management, Client Onboarding, Communication, Contract Negotiation, Contractual Agreements, Corporate Development, Data Analysis, Data Rooms, Deal Sourcing, Deal Structures, Debt Restructuring, Discounted Cash Flow Valuation, Emotional Regulation, Empathy, Finance, Financial Due Diligence, Financial Forecasting {+ 24 more}
 
 
 
 
 
 Desired Languages
 
 
 
 
 (If blank, desired languages not specified)
 
 
 
 
 
 
 Travel Requirements
 
 
 Not Specified
 
 
 
 
 Available for Work Visa Sponsorship?
 
 
 No
 
 
 
 
 Government Clearance Required?
 
 
 No
 
 
 
 
 Job Posting End Date
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
</div>

IN_Associate_ Investment Banking _ CFIB – Advisory _Mumbai

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