Average salary: £41,805 /yearly
More stats£37k - £49k per annumEstimated
We are recruiting for Paraplanners who are minimum Level 4 CII/CISI qualified and are already progressing or keen to progress to Chartered status.
The role offers hybrid working and can be based from London, Sussex, Surrey, Hampshire, Hertfordshire, Bedfordshire or Bristol...
Suggested
Hybrid work
£48k - £65k per annumEstimated
...Desirable: Achieved or working towards a relevant compliance-related qualification from an appropriate accredited body, i.e. the CII or CISI
The above job description is a guide to the work you may be required to undertake but does not form part of your contract and may...
Suggested
Contract work
Flexible hours
£36k - £49k per annumEstimated
....
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer,...
Suggested
Hybrid work
£30k per annum
...and simply
Excellent PC knowledge and ability to operate database systems
Current certificate of qualifications (FCA, CII, DipFA, CISI or other)
Degree in Finance or related field preferable
Please email your CV to ****@*****.*** to register...
Suggested
£34k - £46k per annumEstimated
....
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer,...
Suggested
Hybrid work
£41k - £55k per annumEstimated
...specialist advice areas.
About You
You will hold the Level 4 Diploma in Financial Advice as a minimum; This can be via the CII, CISI, or LIBF.
You will be a confident, authentic, genuine, and charismatic individual with excellent sales and presentation skills.
You...
Suggested
Permanent employment
Traineeship
CleverHR
England
1 day ago
£25k per annum
...looking for a Trainee Stockbroker to join our busy office based in London.
Please note: Candidates only apply if you have RDR compliant CISI Level 4 minimum qualification. Responsibilities:
Assist CF30 Brokers in executing trades by phone or electronically.
Keep up to...
Suggested
Full time
Traineeship
Work at office
Flexible hours
£35k - £50k 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 of financial services experience required
~ Experience working with accuracy and...
Suggested
Work at office
Flexible hours
£31k - £42k per annumEstimated
....
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer,...
Suggested
Permanent employment
Work at office
Remote job
Hybrid work
Flexible hours
Monday to Thursday
£45k per annum
....
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer,...
Suggested
Permanent employment
Work at office
£44k - £59k per annumEstimated
...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 of financial services experience.
~ Strong organisational and time-management...
Suggested
Permanent employment
Hybrid work
Flexible hours
£42k - £57k per annumEstimated
...Finance, Economics, Business Administration or a related field is preferred. A Master's degree or relevant certifications (such as CFA, CISI) would be advantageous.
Exceptional knowledge of financial markets and investment products.
Adept in maintaining high ethical...
Suggested
£33k - £45k per annumEstimated
...new career.
IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer,...
Suggested
Contract work
£90k per annum
...your client’s investment objectives within the agreed timescales.
Candidate
You ABSOLUTELY MUST BE QUALIFIED TO LEVEL 6 VIA THE CISI and have a proven background as a UK Discretionary Investment Manager, handling the whole gambit of complex investment matters. You...
Suggested
Permanent employment
£100k per annum
...profitable relationships and recognise new opportunities as and when they arise.
You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI , have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to develop...
Suggested
...regulation (AML/TF, fraud, ABC), including GDPR and investment services regulation
Professional certification in compliance (such as CISI or similar)
Excellent written and verbal communication skills in English
Annual training budget
~ Private Health Insurance with...
Work at office
Local area
Remote job
Holiday work
Flexible hours
2 days week
3 days week
£61k - £82k per annumEstimated
...often required. Advanced degrees (e.g., MBA or CFA).
Relevant certifications, such as Chartered Institute for Securities & Investment (CISI), Chartered Financial Analyst (CFA).
Experience, Skills & Competencies
Relevant experience in the investment sector with deep...
£64k - £87k per annumEstimated
...Strong regulatory background in multiple jurisdictions
Global Presence
Full training and support including funding of external CII, CISI and LIBF qualifications
Industry leading investment proposition
Support with lead generation via business development, research,...
Permanent employment
Self employment
Remote job
Work from home
Offshore
Holiday work
Flexible hours
£100k per annum
...options are available for the right individual depending on preference.
Candidate
Qualification: BE QUALIFIED TO LEVEL 6 VIA THE CISI
Have a proven background as a UK Discretionary Investment Manager.
You will be goal orientated and result focused and have a demonstrable...
£45k - £61k per annumEstimated
...An opportunity has arisen with a national Wealth Manager within their busy Portfolio Management team based in Newcastle.
Minimum CISI Level 4 IAD qualification required
A genuine interest in investments
Progression available and demonstrated within the office...
Work at office
£22k - £29k per annumEstimated
...similar); degree educated
• Monitor markets and follow financial news and developments - essential
• Willingness to study & pass CISI exams - CISI Financial Rules and Regulations exam, CISI Derivatives and Series 32- essential
• Demonstrate good Excel, MS Word...
Full time
Internship
Work at office
Holiday work
£44k - £59k per annumEstimated
....
Qualifications & Skills
• SMF 16 & 17
• Professionally qualified – Certified Regulatory Compliance Manager (qualifications – CISI diploma)
• Previous experience in compliance monitoring and complaint handling
• Microsoft Office software skills
• Accurate and...
Permanent employment
Work at office
Flexible hours
£45k per annum
....
Synonyms: IFA, Financial Planning, Wealth Management, Financial Adviser, Financial Advisor, Wealth Manager, Financial Consultant, CISI, CII, level 4 diploma, Independent Financial Advice, Financial Advisory, Financial Planning Analyst, Technical Support, Report Writer,...
Permanent employment
Work at office
£40k per annum
...professional and an excellent communicator, both verbally and in writing, and ambitious to progress.
It is preferable that you are CISI level 3 qualified or above.
It is essential that you already live within commuting distance of Manchester.
For initial conversation...
£57k - £76k per annumEstimated
...supported to ensure a smooth transition in to the role.
Due to the nature of the role, the successful candidate will require their CISI Chartered qualification. Visit the IDEX Consulting Ltd website for further opportunities. Please note that the information supplied may...
Work at office
IDEX Consulting
Newcastle upon Tyne
2 days ago
£29k - £39k per annumEstimated
...clients here - Apollo Private Wealth . Your profile
The ideal candidate will hold a Level 4 diploma in Financial Planning (CII, CISI or equivalent) and have the following skills and experience;
Excellent written and verbal communication
Strong attention to detail...
Full time
Work at office
Hybrid work
Holiday work
2 days week
3 days week
£53k - £71k per annumEstimated
...longevity.
A basic salary of up to £100k is on offer, alongside a discretionary bonus and benefits package.
It is essential you are CISI Level 6 or Level 7 qualified. Upon graduating from the Leeds Beckett University in 2022 with a degree in Economics & Finance, Ellie...
Permanent employment
Work at office
Remote job
Hybrid work
BWD Search
London
4 days ago
£44k - £59k per annumEstimated
...and Competence (T&C) scheme to ensure regulatory compliance.
Level 4 Qualification - CII Regulated Diploma in Financial Planning or CISI Investment Advice Diploma preferable.
~3+ years of financial services experience.
~ Exceptional understanding of portfolio...
Permanent employment
Hybrid work
Flexible hours
£90k per annum
...client investment field and a genuine interest in all aspects of the investment industry.You ABSOLUTELY MUST BE LEVEL 6 QUALIFIED VIA THE CISI as a minimum, have experience as a UK discretionary Investment Manager and have a business development mindset that will allow you to...
£100k per annum
...through market research, networking, and attending industry events.
Qualification: MUST BE at least LEVEL 6 (PCIAM) QUALIFIED VIA THE CISI.
Have at least 3-5 years experience as a UK discretionary Investment Manager.
Have a business development mindset that will allow...