Entry level finance Work, Jobs (with Salaries)

Financial Adviser
Unify Ventures —Green Park Station
- £70,000 a year
- Full-time
- Sales
- IT
- Computer skills
Quick apply
Consulting Staff - Summer and Fall 2023 Opportunities - FSO - Bermuda
EY —Hamilton
- Seasonal
- Microsoft Excel
- Analysis skills
- Project management
Vice President, Cyber Risk BA Team Lead
MUFG —London
- Full-time
- Analysis skills
- Bachelor's degree
- Conflict management
Account Executive
Bright Blue Day —Bournemouth
- £25,000 - £27,000 a year
- Full-time
- Quality control
- AI
- Communication skills
Consulting Staff - Bermuda 2026
EY —Hamilton
- Microsoft Excel
- Analysis skills
- Project management
Global Business Controller Jnr
Hubexo —Newcastle upon Tyne
- Full-time
- English
- Bachelor's degree
- Accounting
Quick apply
Global Head of Professional Services - (CRPM), Charles River Development, Managing Director
State Street —London
- Full-time
- Business development
- Travel
- Financial services
Credit Controller - Central Collections & Support Team
IVC —Bristol
- Hybrid work
- Computer literacy
- Computer skills
- Free parking
- Annual leave
6d
Cross Asset XVA Quantitative Analyst - Assistant Vice President
Citi —London
- Full-time
- Hybrid work
- Doctoral degree
- Master's degree
- Communication skills
- Employee assistance programme
- Employee discount
4d
Recruitment Consultant - Consulting
Tardis Group —Horsham
- Sales
- Business development
- Recruiting
Director of Program Management, Mercatus, Vice President
State Street —London
- Full-time
- Business development
- Travel
- Business
Bar staff / 281 - The Bankers Draft, Sheffield
J D Wetherspoon plc —Sheffield
- £12.81 an hour
- Part-time
- Serving
- Bar
- Customer service
- Annual leave
- Employee discount
1d
Revenue Excellence Consulting Analyst
Spaulding Ridge —London
- Computer Science
- Salesforce
- English
- Annual leave

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Graduate Trainee (Financial Services)
Perrett & Co Financial Services Ltd —Loughborough
The programme is designed to develop individuals through to qualification in professional financial services roles, with routes available into either technical…
£26,000 - £35,000 a year
Quick apply
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

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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

Refine Your Search

entry level finance jobs

Financial Adviser

Consulting Staff - Summer and Fall 2023 Opportunities - FSO - Bermuda

Vice President, Cyber Risk BA Team Lead

Account Executive

Consulting Staff - Bermuda 2026

Global Business Controller Jnr

Global Head of Professional Services - (CRPM), Charles River Development, Managing Director

Credit Controller - Central Collections & Support Team

Cross Asset XVA Quantitative Analyst - Assistant Vice President

Recruitment Consultant - Consulting

Director of Program Management, Mercatus, Vice President

Bar staff / 281 - The Bankers Draft, Sheffield

Revenue Excellence Consulting Analyst

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