Average salary: £38,631 /yearly
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$10k per annum
...University degree or equivalent combination of education/experience * Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable * 3+ years financial services experience required * Very strong understanding of Financial...SuggestedLong-term contractHybrid workingOn-siteWork from home- £51k - £67k per annumEstimated...difference. The support you need to fulfil your potential. What You'll Give Us Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and meet current Statement of Professional Standing requirements – Essential Currently...SuggestedLong-term contract
HSBC
Bournemouth, Dorset16 days ago £60k per annum
...~ Additional benefits schemes including cycle to work, electric car scheme and more Skills and experience required: Level 3 CISI qualification desired, working towards Level 4 ideal Working knowledge of Avaloq system ideal Experience working within Investment...SuggestedHybrid workingProbationary period£66.9k - £83.6k per annum
...leaders. Prior exposure to CQC environment or insurance operations. Degree or professional risk-related qualification (e.g. IRM CISI). Benefits Our benefits are designed to make health happen for our people. Viva is our global wellbeing programme and includes...SuggestedPermanentFull-timeHybrid workingOn-siteFlexible hours£65k per annum
...Bank ~ Bonus (£80,000 OTE) ~ Pension contribution ~ DIS To be considered for this IFA position: Level 4 Diploma qualified - CISI/ CII/ LIBF Proven adviser experience within an advisory or wealth management environment. Excellent understanding of financial...SuggestedLong-term contractPermanent- £35k - £47k per annumEstimated...operations which enables you to assess complex control frameworks You have a bachelors degree or professional qualification such as a CISI Diploma You have strong technical skills in regulatory compliance and reporting and are confident using Microsoft Excel Word and...SuggestedLong-term contractFull-timeHybrid workingRemoteFlexible hours
£40k - £45k per annum
...in the job description attached to this advert. What were looking for Qualifications and Experience Holds at least 1 of CISI Level 3 Investment Operations Certificate qualification or ICA Advanced Certificate/ Diploma in Anti-Money Laundering (AML) and committed...SuggestedFull-timeHybrid workingMonday to Friday- £34k - £45k per annumEstimated...regulatory requirements and business objectives. Qualifications: Certifications and Exams: Candidates must already possess the CISI Level 3 Certificate in Securities or an equivalent qualification covering essential regulatory and securities knowledge required for executing...SuggestedFull-time
- £38k - £51k per annumEstimated...Regulated Financial Planning. For those who have already achieved their Level 4 Diploma in regulated financial advice (via CII, LIBF, or CISI), we offer an immersive 3-month skills development programme. This includes tools, mentoring, and business support to prepare you for...SuggestedFull-timeTraineeshipSelf-employed
- £36k - £47k per annumEstimated...experience, Scottish Higher / GCSE's (or equivalent) at level C or higher in relevant subject. Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential. Evelyn Partners is a UK leader in wealth management, providing...SuggestedPermanentFull-timeFixed-term contractHybrid workingFlexible hours
- £54k - £72k per annumEstimated...both orally and in writing. IT literate knowledge of Microsoft office packages needed. Desirable Preferably holds a relevant ICA CISI or equivalent qualification Project management experience preferable Professional experience gained within an insurance broking...SuggestedFull-timeHybrid workingFlexible hours
- £42k - £55k per annumEstimated...experience in private client investment or advisory * Actively managing UK-based clients with a transferable book * RDR compliant with CISI Level 4 Investment Advice Diploma (or equivalent) * Holds a valid Statement of Professional Standing (SPS) * Commercially minded,...SuggestedLong-term contractFull-timeRemoteFlexible hours
- £37k - £48k per annumEstimated...collaboration. The position suits a detail-oriented professional with strong judgement, excellent communication skills, and experience within regulated financial services. Relevant industry experience and professional qualifications (ICA or CISI) would be advantageous....SuggestedPermanentFull-time
- £71k - £95k per annumEstimated...setting, performance reviews, individual development conversations, and planning What do you need to succeed? Must-have Level 6 CISI or CII. Level 4 can be considered if you have extensive experience to complement. Significant experience within a wealth management...SuggestedFull-timeFlexible hours
£30k per annum
...be considered for this unique opportunity, candidates need to have – Strong academic background, educated to a high level Level 4 CISI Investment Advice Diploma preferred (or working towards) Professional communication manner, both written and verbally What’s next?...SuggestedPermanent£75k - £85k per annum
...oversight, new business committee, managing SLA's , KPI's and risk /corporate governance . Applicants must hold either ACCA, ICSA , CISI or STEP and have at least 5 years' exposure in a senior position within fiduciary services to be considered for this role. Please note...£50k per annum
...and advice quality Qualifications & Experience Essential· Level 4 Diploma in Regulated Financial Planning (CII, LIBF/IFS, CISI or equivalent), completed or very close to completion Strong understanding of FCA regulation, suitability, and advice-led financial...Long-term contract- ...Collaboration: Ability to work effectively with cross-functional teams to deliver client solutions. Professional qualifications (e.g., CISI Wealth Management, CII Diploma in Financial Planning, or equivalent) preferred. Proven track record in DFM, fund management or...Long-term contractHybrid workingFlexible hours
- £41k - £53k per annumEstimated...products so they can move the dial up in their career. You’ll also need to: Hold role relevant Level 4 qualifications (Dip CII, CISI or equivalent QCF RDR level 4 qualification) and it is essential you meet current Statement of Professional Standing requirements...Long-term contractHybrid workingFlexible hours
£50k per annum
...-level of English Prior experience in compliance roles at a Japanese financial institution Willingness and ability to obtain the CISI UK Financial Regulation qualification Experience in dealing with Japanese financial regulators (e.g. Financial Services Agency of Japan...PermanentFixed-term contractOn-siteImmediate start- £57k - £76k per annumEstimated...at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth....Long-term contractTemporaryVisa sponsorshipOn-siteRelocationFlexible hours
Prestige IFA Jobs
London29 days ago £75k per annum
...friend or colleague to us and receive £200 in vouchers if we assist them in securing a new career. Financial Planner / IFA / CII / CISI / CAS / SPS / Wealth Management / Financial Adviser / Financial Advisor / Wealth Manager / Pensions / Investments / Financial Consultant...PermanentOn-site- ...Maths a Further Education qualification (A Levels, BTEC, IB etc.) You are a self-starter and motivated to study independently for the CISI Introduction to Securities and Investment Exam Have good computer skills (knowledge of Microsoft Word, Excel and Power Point...Long-term contractFull-timeApprenticeshipWeekend work
- £47k - £63k per annumEstimated...colleagues where required. Provide broader front-office support as needed. Candidate Profile Qualifications RQF Level 3 (CISI) qualification desirable. Commitment to achieving RQF Level 4 (e.g. CISI Investment Advice Diploma) within an agreed timeframe (...Full-timeHybrid working
- £35k - £46k per annumEstimated...with no relevant experience GCSEs (or equivalent) at level C or higher in relevant subject Relevant professional qualifications e.g. CISI Investment Operations Certificate desirable but not essential Additional Information : As a colleague here at Evelyn Partners...Full-timeHybrid workingRemote
- £52k - £72k per annumEstimated...successful relationships with both an internal and external referral network - essential Charted Institute for Securities & Investments (CISI) Level 4 qualified - essential Deep understanding of financial markets complex wealth management solutions including lending...Long-term contractFull-time
- £90k - £118k per annumEstimated...experience in financial advice paraplanning adviser support and/or working with adviser technology (industry qualifications like CII or CISI are a nice-to-have) Understand the advice process including client meetings reports compliance and reviews Are confident using CRM...Long-term contractFull-timeImmediate startRemote
- £50k - £68k per annumEstimated...structures, performance and risk attribution, and portfolio construction principles ~Professional qualifications such as CFA, CFA ESG, IMC, or CISI Sustainable Investing Qualification) desirable Desirable Skills & Attributes ~Excellent analytical skills, including proficiency...Full-timeRelief staffOn-site
- ...long-standing track record in this sector, we will be able to make contact with our clients on your behalf. Qualifications such as CGI/CISI will also be looked upon favourably. If you would like us to assist you further in finding something suitable, please call Faron Le Prevost...Full-time
- £34k - £45k per annumEstimated...have at least three (3) years’ client-facing experience in wealth management or life insurance advisory, with recognised investment qualifications (e.g. CISI, CII or equivalent). This is a performance-driven, client-facing role focused on relationship development and growth....On-siteRemoteFlexible hours
Prestige IFA Jobs
London1 day ago
