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

Mashreq Corporate & Investment Banking Group

Manage and keep oversight of the substantial Investment book in Mashreq Gold Segment of Certificate of Deposits, Fixed Income, Mutual Funds, Equities, and Structured Products.Engage with both prospective and existing clients on the investment offering of the bank.Conduct investment account reviews for clients, to ensure that the investment holdings are consistent with their investment objectives.Conduct daily/weekly investment discussions with several bank units to ensure that they are well-informed on markets, the investment strategy, and investment solutions.Actively cooperate to create the area s view in all matters related to investments and on how to turn them into marketable ideas for our clients.Provide feedback based on customer interactions to further improve the Investment Offering to our clients.Collaborate with internal stakeholders for views, ideas, and projects.Be a role model for Relationship Managers and other stakeholders on investment governance and client centricity.Support Mashreq Gold Investment business and proactively look to enhance our offering to the frontline and clients.Have an impact due to his/her contribution to the business and the bank.The candidate must deliver customized solutions to Relationship Managers and/ or directly to the clients as requested based on the client risk profile and requirements.The candidate should look to come up with strategies to enhance the coverage of adding new to investment clients to the investment base.Provide support in the unit to achieve the prescribed objectives for Revenue, AUMs and New to Investment Targets.Monitor, rebalance and restructure portfolios to generate higher levels of satisfaction from the clients.Ensure that clients  requests and requirements are addressed with the utmost transparency, and handle clients  objections with the utmost care. Clear understanding of macroeconomic research and the ability to convert research inputs into actual investments.Knowledge of financial markets, products, financial instruments, correlations, portfolio management theory.Experience in investment advisory, financial markets, and economic analysis.Thorough understanding of products and investment instruments.Thorough knowledge of strategic and tactical asset allocation fundamentals.Knowledge on risk profiling of clients with reference to choosing the right product for the right investor.Preferred to have CFA / FRM/ CAIA Charter or pursuing the CFA/FRM/CAIA Program.Minimum Bachelor s Degree from a reputed institution.

Investment Specialist.RBG - MG Investment Advisor

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

Al Hodood Technologies 

We are hiring For Investment Advisor .Job position: Investment Advisor .Fluent English communication .multilingual is a plusSalary: Up to AED 6000<ul><li>Contacting potential or existing customers to inform them about a product or service using scripts</li><li>Answering questions about products or the company</li><li>Asking questions to understand customer requirements and close sales</li><li>Enter and update customer information in the database</li><li>Take and process orders in an accurate manner</li><li>Handle grievances to preserve the company&rsquo;s reputation</li><li>Go the &ldquo;extra mile&rdquo; to meet sales quota and facilitate future sales</li><li>Keep records of calls and sales and note useful information</li></ul>Job Types: Full-time, PermanentPay: AED5,000.00 - AED6,000.00 per month

Investment Advisor(Russian, arabic, german speakers)

Pentasoft Grasp (Pvt) Ltd

We are Hiring - Investment Advisors for our Real Estate Based Investment Projects.Work Nationwide, Worldwide<ul><li>No Experience Required</li><li>Social Networker, Bankers, Sales Representative will be preferred</li><li>Remote working is allowed</li><li>Part Time and Full-time, Both Options</li><li>Pay: Rs. 125,000.00 to Rs. 250,000 per month.</li></ul>Work Location: In person and Remote working allowedJob Type: Full-timePay: Rs125,000.00 - Rs250,000.00 per monthWork Location: Remote

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