Entry level finance Work, Jobs in London, Eng (with Salaries)

Financial Adviser
Unify Ventures —Green Park Station
- £70,000 a year
- Full-time
- Sales
- IT
- Computer skills
Quick apply
Quality Risk Assessor / Mortgage File Reviewer
Stonebridge Mortgage Solutions Limited —Basildon
- Full-time
- Hybrid work
- Analysis skills
- Organisational skills
- In-person
- Annual leave
- Work from home
Quick apply
5d
Director of Program Management, Mercatus, Vice President
State Street —London
- Full-time
- Business development
- Travel
- Business

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Graduate Business Analyst
Apps IT Limited —London
Do you hold, or are you on track to achieve, a minimum 2:1 (or equivalent) bachelor's degree in a relevant discipline? Business process analysis and modelling.
Quick apply
Role: Graduate Entry - Programme Executive (Hybrid/London attendance), Full-time
Boardwave —London
Help prepare materials, briefings, and follow-up communications for events and partner-led activities. Coordinate the pipeline of sponsored activities (dinners,…
£28,000 - £35,000 a year
Quick apply
3d

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Financial Adviser

Unify Ventures
Green Park Station

Quick apply

Job details

Permanent | Full-time
£70,000 a year

Qualifications

Financial planning
Sales
Client engagement
Relationship management
IT
Computer skills
Financial services
Business lead generation
Tax experience

Full job description

Key Objectives

To provide consistent service to clients through regular contact. Aim to attract additional investments and encourage new referrals. Bring in new clients, from marketing enquiries and the Central Enquiry Team.

This role will focus on North East London - East Anglia clients so must be able to cover these areas for client meetings.

Key Competencies

Planning and organising

Planning, prioritising and organising work effectively.
Managing yourself, others, resources, and time to reach a specific goal

Sales skills

Identifying sales opportunities from existing clients and also new enquiries be able to convert these into new fee-based reports and additional AUM.

Self awareness and self-management

Realistically and clearly identifying your skills, experience, knowledge and other personal attributes, and conveying these effectively to others;
Displaying confidence and resilience
Demonstrable commitment to accountability and integrity

Organisational awareness (Core)

Understanding the company and your role within it, and how your own actions affect the wider business

Client focus (Core)

Identifying, understanding and giving priority to meeting the needs of clients

Team work (Core)

Being able to work effectively with others;
Taking actions which respect the needs and contributions of others

Communication (Core)

Expressing ideas effectively, both verbally and in writing, in individual and group situations, adjusting language, terminology and non-verbal communication as appropriate

Influencing

Developing and using a range of strategies to influence and persuade others, in order to gain acceptance and commitment

Innovation and change

Recognising and responding positively to the need for change, and seeking out opportunities to fulfil the need for change;
Creating and harnessing ideas and opportunities to achieve the company’s goals

Performance focused

Knowing how to get the work done most effectively and consistently delivering a high-quality service in good time

Experience and Qualifications ESSENTIAL

Strong sales skills to win and retain clients.

Competency level

Demonstrable ability to use and adopt the necessary digital devices, services and systems provided by the organisation.
Industry qualifications commensurate with the role. Level 4 diploma as a minimum entry level and ideally Level 6 Chartered status.
The ideal candidate will have experience in the Private Client Manager role to act as a foundation for providing the level of service expected for our top clients. Or have external knowledge built up in a similar role in the financial markets.
Sufficient knowledge of the products and tax structures.
A proven track record of success in selling, and winning new clients from new enquiries.

Pay: £70,000.00 per year

Work Location: In person

Quick apply

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entry level finance jobs in london, eng

Financial Adviser

Quality Risk Assessor / Mortgage File Reviewer

Director of Program Management, Mercatus, Vice President

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