Get new jobs by email
$25k - $35k
...with The Firm. To learn and understand about the products and service we provide to our clients To study and successfully complete the CISI Masters in Wealth Management within the remaining 30 month period (36 months in total). Required Skills Evidence of leadership...SuggestedPermanent employmentFull time- ...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. Advisory services...SuggestedWorldwide
- UK-Qualified IFAs Welcome: This role is open to FCA-regulated professionals (DipPFS, CISI Level 4, CFP) based in the United Kingdom. Most of our clients provide full visa sponsorship, some offer relocation assistance, and guidance on cross-border compliance for international...SuggestedRemote workVisa sponsorshipRelocation package
$25k - $35k
...in financial services. Successful candidates will be committed to learning and adapting to the firm's needs, and must complete the CISI Masters in Wealth Management. The position offers a full-time, permanent contract with a salary range of $25,000 to $35,000 per annum...SuggestedPermanent employmentFull timeContract workTraineeship- ...field Previous experience as a Financial Adviser or related position Current certificate of qualifications (FCA, CII, DipFA, CISI, or other) Understanding of the markets financial data Ability to provide reliable, data-based financial advice Ability to explain...SuggestedFlexible hours
- ...approach, and the ability to work across functions to support business growth are also required. The candidate must hold a Series 7, 63 & CISI Qualification and be familiar with current market regulations and risk management practices. Hiring Manager Title Head of...Suggested
$99.2k - $158.4k
...HubSpot) and MS Office Suite Ability to work independently to achieve or exceed KPIs and revenue targets Willingness to attain Level 3 CISI Certificate (i.e., Introduction to securities and investments) and/or Level 4 CISI Certificate (Investment advice diploma) within 6...SuggestedFull timeWork experience placement- ...Archer and MetricStream, along with Microsoft Excel, PowerPoint, and workflow tools. Professional certifications (CTPRP, CPA, CIA, CISI, CRISC, etc.) preferred. Important Information This position operates in a hybrid environment. Team members are expected on-...SuggestedWork experience placementLocal areaRemote workMonday to Friday
- ...field Previous experience as a Financial Adviser or related position Current certificate of qualifications (FCA, CII, DipFA, CISI, or other) Tax Experience: 5 years Understanding of the markets financial data Ability to provide reliable, data-based financial...Suggested
- ...instruments Chartered Financial Analyst (CFA) / Financial Risk Manager (FRM) by GARP) / Chartered Institute for Securities & Investment (CISI) certifications will be a plus Strong Microsoft Excel skills Experience in coding and/or monitoring investment guidelines using...Suggested
$10k
...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 * Experience working with accuracy and...SuggestedLocal areaFisher Investments
Greenwood, SC6 days ago
