Independent Financial Adviser
£40k - £50k per yearBond Recruitment
Our client is redefining what it means to be a leader in wealth management and financial advice. Since their founding in 2016, they have been on a mission to help individuals across the UK navigate their financial futures with confidence, advising on over £1 billion of pensions. They are currently recruiting an experienced Independent Financial Adviser/ Financial Planner to join their growing team based at their head office in Knutsford, Cheshire. The successful candidate will have the opportunity to work in a supportive environment for continual learning. All technical qualification and training costs are met by the company. You will have the opportunity to be part of a team delivering truly great financial planning advice to their interesting and varied range of clients, working closely with all the financial planners and paraplanners. This is a great opportunity to take your career to the next level within a very successful IFA practice which is committed to providing new and existing clients with exceptional service. Key responsibilities Investment and portfolio construction Cashflow planning and modelling Pension and retirement planning Inheritance tax and estate planning Business investment and protection Capital protection Life planning and goal setting You will also be responsible for carrying out ongoing investment reviews, regularly assessing progress towards and achievement of goals, and supporting their relationship with our professional partners across legal, tax, probate and accountancy disciplines. Salary - £40,000 - £50,000 + bonus structure based on a balanced revenue and client outcomes #J-18808-Ljbffr Bond Recruitment
- Bond Recruitment is seeking an experienced Independent Financial Adviser/Financial Planner to join their client’s team at the head office in Knutsford, Cheshire. The role offers a supportive environment with funded technical qualifications and training costs, plus a structured...SuggestedWork at office
$72.12 per hour
Morgan Stanley’s Institutional Equity Division (IED) is a world leader in the origination, distribution and trading of equity, equity-linked and equity-derivative securities. The Division services a global Institutional client base, providing clients with innovative product...SuggestedHourly payTemporary workSummer workInternship$150k - $200k
...asset class: as a Senior Investment Advisor at Masterworks, you'll advise high-net-worth investors on incorporating art securities into... ...are located at 1 World Trade Center in New York City’s Financial District. Does this sound like you? You have a strong interest...Suggested- 2027 Investment Banking Summer Associate Program - New York, Financial Institutions Group Opportunity ID 1910 Region Americas... ...under pressure and tight deadlines, be adaptable and work both independently and as part of a team are essential traits of a successful candidate...SuggestedSummer workInternship
$175k
...Investment Banking delivers a comprehensive suite of banking and financial solutions to over 15,000 corporate and institutional clients,... ...communication skills • Ability to operate effectively both independently and in teams • Advanced Microsoft Office (Excel, PowerPoint...SuggestedSummer workInternshipWork at office$70k - $175k
...Job Description Capital Markets & Advisory (CMA) Summer Associate Raymond James Overview One of the largest independent financial services firms in the country could be the place you build a career beyond your expectations. Our focus is on providing trusted advice...Work experience placementSummer workInternship$100k - $125k
...dispositions Asset and Portfolio Management Maintain financial models post-closing; update quarterly for valuation review... ...preferred ~ Strong team player able to work and solve problems independently and proactively ~ Excellent written/verbal communication...Full timeWork at office- ...professionals with diverse, multi-disciplinary backgrounds who value independent judgment, integrity, and fresh thinking. While the firm... ...Conduct full-cycle diligence, including qualitative analysis, financial modeling, and risk analysis Support monitoring of existing...Full timeWork at officeLocal areaWork from homeWorldwide
$45k - $85k
Summer Internship - Investment Analyst/AssociateInternship New York | NY | USAYour mission at Picus involves sourcing, diligence, and deals. You will identify and evaluate investment opportunities for Picus, execute market and company analyses, and play an active role ...Permanent employmentFull timeSummer internshipVisa sponsorshipFlexible hours- ...market discovery. Map and assess key software segments to fuel our thesis-driven sourcing. Lead impactful analytical work—financial models, valuations, market research, and competitor benchmarking. Drive deep-dive market intelligence to sharpen our investment...
$64.17k - $102.81k
...employees, whom we call partners, and to provide to our clients and the communities we serve worldwide. With more than 135 years of financial experience and over 24,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional...H1bLocal areaWorldwideFlexible hours- Job DetailExperience Level Sr LevelDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000018361Salary Type AnnuallyIndustry Private EquitySelling Points Take ownership of compliance processes in a dynamic investment environment. Collaborate...
- ...CRM sharp, clean, and insightful - turning data into action Work as part of our M&A deal team to diligence live deals and build financial models What We're Looking For ~1-4 years of experience in growth equity, private equity, banking, or consulting ~...Relocation
$140k - $185k
...in sourcing, evaluating, executing, and monitoring direct co-investment opportunities alongside lead sponsors. The role combines financial modeling, transaction analysis, due diligence coordination, and portfolio monitoring in a fast-paced, deal-driven environment....Full timeWork at office$400k
...of industries, from Seed to Series B stages. As a minority investor, we write checks of up to $3 million USD, providing not only financial backing but also a strategic edge through our proprietary lead generation platform. Our unique platform enables portfolio companies...Remote workWork from home- ...co-investments and thematic opportunities. Ideally, more investing in funds and less direct investing. Analytics & Modeling: Build financial models, performance analyses and investment framework. Board & Management Reporting: prepare investment memoranda for the board,...
$105k - $140k
...it believes to be exceptional asset managers across all major asset classes. In helping its mission-driven clients achieve their financial objectives, Partners Capital aspires to advance their impact within fields including healthcare, education, and the arts. The Firm...Full timeTemporary workWork at officeLocal areaFlexible hoursShift work- ...on Fund 3 by year-end. So far we have made 75+ minority equity investments across traditional search funds, self-funded search/ independent sponsor deals, & committed capital vehicles/ long-term holding companies. We are currently investing out of a $40m fund raised specifically...Full timeWork experience placementWork at office
- ...Investment associate to support the execution of project financings, financial planning and analysis, and project valuation across NextGrid's... .... Coordinate third-party diligence efforts, including independent engineer, insurance, and market reports. Prepare investment...
$45k - $90k
...team environment ~ Train employees on tools and best practices ~ Be capable of working successfully within a team as well as independently ~ Thorough understanding of the media landscape and fast-moving digital trends ~ Strong quantitative and analytical/results-...Work experience placementWork at office$1,000 per month
...Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up. Our college financial representatives, who come from...Full timeInternshipLocal areaFlexible hours$84k - $202k
...The Opportunity As a Risk Consulting - Financial Services Senior Associate Intern, you will engage in a dynamic environment where you... ...reporting and decision-making with PwC's trusted services, providing independent and objective assessments. This opportunity allows you to...Summer workInternshipH1b- ...customers make better decisions without giving up control of their financial lives. Customers have entrusted us with $1.5 billion in... ...follow through until you understand it. You know when to act independently and when to bring in another expert. An understanding of...Work at officeVisa sponsorshipFlexible hours
- ...being. Marsh (NYSE: MRSH) is a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence...Work at officeFlexible hours3 days per week
$180k - $230k
...investment process, including sourcing and screening opportunities, evaluating investment strategies, conducting due diligence, developing financial and portfolio analyses, monitoring existing investments, and preparing board and other related investment materials. The ideal...Work at office$275k - $425k
...investment funds/management associate (Classes of 2020–2023) for our Financial Services Group in NYC. Our offices are located two blocks from... ...the Financial Services Group Have direct client contact Advise hedge funds, private equity funds, venture capital funds, real...Work at officeRemote workMonday to Friday- BMO Financial Group seeks an Investment Sales & Service Associate to advise customers on wealth strategies and investment products, while delivering high-quality service. Responsibilities include identifying opportunities, meeting sales targets, and coordinating with internal...Remote job
- A leading global financial institution in New York is seeking an Associate for their Investment Grade Finance team. This role involves direct client interaction, monitoring market dynamics, and preparing client pitches. Ideal candidates should have 2+ years of investment...
- Madison Hunt has partnered with a Global Asset Manager as they look to add an Investment Associate to their Infrastructure Debt strategy in New York. Ideal candidate will have 2-3 years of experience in investment banking, project finance, or private credit/equity in a...Worldwide
$40.5k - $80k
BMO Financial Group is seeking a Wealth Sales & Service professional to advise customers on wealth and investment strategies, answer inquiries, and fulfill sales and service activities. The role involves outbound calls, understanding customer needs, and referring to other...Remote job
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