Financial advisor Work, Jobs in Canary Wharf, Gtl (with Salaries)

Paraplanner
Enver Wealth Management —London
- £30,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Work from home
Quick apply
Financial Controller
North Air —Reigate
- Up to £90,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- ERP systems
- Accounting
- Free parking
- Health & wellbeing programme
Quick apply
4d
Vice President, Global Bid Management
NTT Global Data Centers —London
- £250,000 - £375,000 a year
- Full-time
- Remote
- AI
- Business
- Leadership
Senior Consultant
VFS SPV Ltd —London
- £55,000 - £75,000 a year
- Full-time
- Engineering
- English
- Master's degree
- Free parking
Quick apply
Direct Payments Advisor
Barnet Council —London
- Full-time
- Hybrid work
- Oracle
- Administrative experience
- Presentation skills
- Annual leave
- Flexitime
Sales advisor
Abbas organisation —London
- £30,000.00 - £80,476.11 a year
- Full-time
- Sales
- Customer service
- Driving
- Employee stock ownership plan
Quick apply
Innovation Expert - Medical - £81,000-£117,800 p.a. + benefits
Medicines and Healthcare Products Regulatory Agency —Canary Wharf
- £81,000 - £117,800 a year
- Full-time
- Presentation skills
- Travel
- Leadership
- Annual leave
- Sick pay
14d
Associate Financial Advisor - Hybrid
Argentis Group Limited —London
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Employee discount
Quick apply
People Operations Generalist
Splendid Hospitality Group —Watford
- £45,000 - £50,000 a year
- Full-time
- Hybrid work
- Hospitality
- Analysis skills
- Continuous improvement
- Employee assistance programme
- Employee discount
Client Partner (New Business) – Banking & Financial Markets
CGI —London
- Full-time
- Sales
- Negotiation
Quick apply
Financial Accountant
FIELD —London
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Accounting
- Annual leave
Quick apply
Account Executive
Trustero —London
- £150,000 - £400,000 a year
- Full-time
- Remote
- Sales
- English
- Bachelor's degree
Quick apply
6d
Entry-Level Financial Advisor
deVere Group —London
- £30,000 - £50,000 a year
- Full-time
- Sales
- English
- Finance
Quick apply
Housing Revenue Account (HRA) Strategic Financial Advisor
Richmond and Wandsworth Councils —London
- £48,873 - £59,220 a year
- Full-time
- IT
- Communication skills
- Annual leave
11d
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Asset Manager
Sizewell C —London
- Up to £80,000 a year
- Full-time
- Maintenance
- Analysis skills
- Project management
13d
Tesco Travel Money Advisor
Travelex —Beckton
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Senior Financial Accountant
The Key Support Services —London
- £60,000 - £65,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Management
- Accounting
- Flexible schedule
Quick apply
Associate, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Finance Assistant to Company Director
Keating Estates —Brixton
- £40,000 - £70,000 a year
- Full-time
- Microsoft Excel
- Sales
- Customer service
Quick apply

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Paraplanner

Enver Wealth Management
London

Quick apply

Job details

Permanent | Full-time
£30,000 a year

Benefits

On-site gym
Work from home

Qualifications

Financial planning
Report writing
Analysis skills
Organisational skills
Financial services

Full job description

Company Overview

Enver Wealth Management Ltd is a reputable firm within the wealth management and financial services industry, dedicated to delivering tailored investment and retirement solutions to high net worth clients. As a highly successful Senior Practice and Appointed Representative of St. James’s Place Wealth Management Plc, we prioritize employee development and offer clear opportunities for career progression.

Summary

'Paraplanner' position available at our busy office located in Canary Wharf in GB. Join our friendly and inclusive team to support our mission of providing exceptional financial solutions and client service, contributing to our continued growth and success.

Responsibilities

Provide high level technical paraplanning support to the Practice;
Working closely with the Advisors to achieve Client objectives, identifying areas for effective Financial Planning, and sourcing solutions suitable to meet the Client’s needs and expectations;
Construct financial planning solutions (investment, retirement, tax and estate planning) supported by the production of computer models and reports;
Communicating with clients and other relevant parties to ensure the case is followed through;
Consider current and future allocation of assets for an appropriate investment strategy with regards to the Client’s risk profile;
Compiling, clear and comprehensive reports, with recommendations that are within compliance standards;
You will be the go-to individual for advice on technical queries and your duties will focus on supporting the full Client journey;
Prepare client reviews, updating cash flow models, investment performance reviews and production of supporting reports, discussion documents and computer models;
Obtaining information, quotes, illustrations and product details in order to provide meaningful comparisons for analysis;
Assisting in the preparation of tax calculations where necessary;
Preparing for and assisting with Client review meetings when required;
Work within and stay up to date with template changes and advice notes.

Pay: £30,000.00 per year

Benefits:

On-site gym
Work from home

Application question(s):

Do you have at least 12 months experience in a Wealth Management Role?
Have you written a suitability letter in a Wealth Management role?

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in canary wharf, gtl

Paraplanner

Financial Controller

Vice President, Global Bid Management

Senior Consultant

Direct Payments Advisor

Sales advisor

Innovation Expert - Medical - £81,000-£117,800 p.a. + benefits

Associate Financial Advisor - Hybrid

People Operations Generalist

Client Partner (New Business) – Banking & Financial Markets

Financial Accountant

Account Executive

Entry-Level Financial Advisor

Housing Revenue Account (HRA) Strategic Financial Advisor

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London

Asset Manager

Tesco Travel Money Advisor

Senior Financial Accountant

Associate, Portfolio Valuation and Fund Advisory (Structured Products) - London

Finance Assistant to Company Director

I want to receive the latest job alerts for financial advisor in canary wharf, gtl

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