JOB TODAY logo

Financial adviser jobs in LondonCreate job alerts

  • Secretary
    Secretary
    13 days ago
    Full-time
    London

    Job Description Secretary / Office Administrator AA Mortgage Gateway Job Title: Secretary / Office Administrator Location: Kensington, London Company: AA Mortgage Gateway Position Type: Full-Time AA Mortgage Gateway is an independent mortgage and protection brokerage that provides mortgage, protection, buy-to-let, commercial finance, and property finance solutions. We pride ourselves on delivering excellent customer service and building long-term relationships with our clients and business partners. Role Overview We are seeking a highly organised, professional, customer-focused Secretary/Office Administrator to support the business's day-to-day operations. The successful candidate will play a key role in ensuring the office runs smoothly, maintaining client relationships, supporting mortgage applications, and providing excellent administrative support to advisers and management. Key Responsibilities Administrative Duties • Manage incoming and outgoing telephone calls, emails, and correspondence., • Maintain accurate client records and filing systems., • Prepare letters, reports, meeting notes, and other business documents., • Manage office diaries, appointments, and meeting schedules., • Handle incoming and outgoing post. Client Support • Act as the first point of contact for clients and introducers., • Welcome clients attending face-to-face meetings., • Schedule appointments and follow up on enquiries., • Maintain regular communication with clients throughout the mortgage process., • Obtain and organise client documentation. Mortgage Processing Support • Assist advisers with mortgage and protection applications., • Chase lenders, solicitors, estate agents, surveyors, and clients for updates., • Upload and organise documentation through lender portals., • Monitor case progress and maintain accurate records., • Assist with preparing compliance documentation and suitability records. Marketing & Business Development Support • Manage social media updates and company communications., • Support networking events and business development activities., • Help maintain the company website and online presence., • Prepare marketing materials and client newsletters. Compliance & Data Protection • Ensure all information is handled in accordance with GDPR regulations., • Assist with audit and compliance requirements., • Maintain confidentiality of client information at all times. General Office Support • Coordinate office meetings and events., • Assist with recruitment administration when required., • Support directors and advisers with additional administrative projects. Person Specification Essential Skills • Excellent written and verbal communication skills., • Strong organisational and time-management abilities., • High attention to detail., • Professional and friendly telephone manner., • Ability to prioritise workload effectively., • Strong IT skills including Microsoft Office (Word, Excel, Outlook)., • Ability to work independently and as part of a team. Desirable Experience • Previous experience in a mortgage brokerage, financial services, banking, or estate agency environment., • Knowledge of mortgage application processes., • Experience using CRM systems., • Understanding of GDPR and compliance procedures. Qualifications • GCSEs (or equivalent) including English and Maths., • Business Administration qualification desirable., • CeMAP knowledge or experience within mortgage services would be advantageous but not essential. Personal Attributes • Professional appearance and manner., • Trustworthy and discreet with confidential information., • Proactive and self-motivated., • Positive, enthusiastic, and customer-focused., • Strong problem-solving skills. Salary & Benefits • Competitive salary dependent on experience., • Performance-related bonus opportunities., • Ongoing training and development., • Career progression opportunities within AA Mortgage Gateway., • Supportive and professional working environment. Working Hours Monday to Friday, 9:00 am – 5:30 pm, with occasional flexibility required to meet business needs. To apply, please submit your CV and a covering letter explaining why you would be a great fit for AA Mortgage Gateway.

    Immediate start!
    Easy apply
  • Client Associate
    Client Associate
    20 days ago
    £27000 yearly
    Full-time
    London

    Client Associate (Graduate Recruitment Consultant) | Central London, UK | Full-time, Permanent HLX Life Sciences is a global life sciences recruitment company, founded in January 2024 with a mission to address the global shortage of skilled talent in the sector. With over 100 years of combined life sciences recruitment experience and an advisory board of scientific industry experts, we partner with clients across Pharma, Biotech, TechBio, CROs and CDMOs. Backed by life sciences investors, we work with some of the most innovative biotech companies and leading life sciences VCs to support company growth and portfolio expansion. Since launching, we've rapidly grown to a team of 50 globally, with offices in London, Basel and Boston, and further international expansion on the horizon. THE OPPORTUNITY We're looking for ambitious, driven graduates to join our growing Central London team as Graduate Recruitment Consultants on a full-time, permanent basis (5 days on-site). No previous recruitment experience is required. We're looking for individuals with the right mindset, ambition and willingness to learn. This is an opportunity to kick-start your career in one of the most lucrative recruitment markets, working with innovative companies across the global life sciences industry. You'll be trained to become a 360 Recruitment Consultant, learning everything from business development and building relationships with senior industry leaders to identifying and placing highly skilled professionals. From day one, you'll work alongside experienced consultants, including £1M+ annual billers, gaining hands-on mentorship, structured training and exposure to what it takes to build a successful recruitment desk. For graduates who are commercially minded, competitive and motivated by financial success, HLX offers a platform to accelerate your career, with uncapped earning potential and genuine opportunities for progression. WHAT WE'RE LOOKING FOR • Minimum 2:1 degree from a recognised university, ideally with a strong academic background, • Ambitious and financially motivated, with a genuine desire to build a successful, high-earning career, • Competitive and resilient, with the determination to succeed in a fast-paced, target-driven environment, • Entrepreneurial mindset, with the confidence and drive to take ownership of your own success, • Strong communication and interpersonal skills, with the ability to build relationships and engage confidently with professionals at all levels, • Proactive and self-motivated, with a strong work ethic and willingness to learn, • Previous experience in sales, hospitality, customer-facing roles or competitive sports is advantageous but not essential WHAT YOU'LL BE DOING • Learning the full 360 recruitment process through structured training and hands-on mentorship, • Building relationships with clients and candidates across the global life sciences industry, • Identifying and engaging high-calibre professionals for specialist positions, • Developing business development skills, including outreach, client meetings and winning new accounts, • Working closely with senior consultants and leadership to understand international recruitment markets, • Building your own network and gradually taking ownership of your recruitment desk WHAT'S ON OFFER • Competitive base salary + uncapped commission — earn up to 25% commission, with significant earning potential as you progress, • Industry-leading training & mentorship — learn directly from experienced recruiters and £1M+ annual billers, • Fast-track career progression — clear opportunities to progress based on performance, not tenure, • International opportunities — offices in London, Boston and Basel, with further global expansion planned, • Unlimited holiday — flexibility to enjoy time away from work, • Direct exposure to senior leadership — work alongside experienced, hands-on leaders who are actively billing, • Global travel — opportunities to attend international client meetings, conferences and industry events, • Incentives & rewards — quarterly Lunch Clubs, annual incentive trips and performance-based rewards, • Fantastic working environment — a modern Central London office surrounded by ambitious, high-performing individuals WHY Hlx? At Hlx, we believe ambitious people should have the opportunity to achieve exceptional results, regardless of age or experience. With consultants in their mid-twenties already billing over £1M annually, you'll be surrounded by individuals who demonstrate what's possible with the right mindset, training and environment. We're growing quickly, entering new markets and creating opportunities for the next generation of high-performing recruitment professionals. If you're a graduate looking for more than just a typical entry-level role, and want a career where your hard work directly impacts your progression and earnings, we'd love to hear from you. Interested? Apply now and we'll be in touch!

    Immediate start!
    No experience
    Easy apply
  • Investment Broker
    Investment Broker
    1 month ago
    £30000–£40000 yearly
    Full-time
    Wembley

    My client is a London-based financial services and technology group headquartered in Canary Wharf. Through its portfolio of businesses, the Group is engaged in corporate finance, financial technology, digital payments, embedded banking, and investment-related activities. We are committed to operating with professionalism, integrity, and strong governance, while providing an inclusive and collaborative environment where talented individuals can develop their careers, contribute to innovative projects, and support the continued growth of the group. The Role: We are seeking an ambitious, relationship-driven, and commercially focused Senior Investment Broker – EIS Investments to join our growing Private Markets team based in Canary Wharf. This is an exceptional opportunity for an experienced EIS professional to play a pivotal role in raising capital for innovative, high-growth fintech businesses that are shaping the future of financial services. Working alongside senior leadership, you will engage with sophisticated investors, financial advisers, wealth managers, and professional intermediaries, building long-term relationships while supporting the Group’s strategic fundraising initiatives. If you have a proven track record in EIS fundraising, enjoy building trusted relationships, and are looking to represent an ambitious and innovative financial services group, we would welcome the opportunity to speak with you. Key Responsibilities: • Lead capital raising initiatives for the Group’s EIS investment opportunities., • Build, develop, and manage relationships with sophisticated investors, financial advisers, wealth managers, and professional introducers., • Identify and convert new fundraising opportunities through your professional network and business development activities., • Present the Group’s investment propositions with confidence, professionalism, and commercial awareness., • Manage investor relationships throughout the fundraising process, ensuring a high standard of communication and service., • Maintain an active pipeline of opportunities, providing accurate activity updates and sales forecasts., • Work closely with senior leadership to execute fundraising strategies and support the Group’s long-term growth objectives., • Represent company at investor meetings, networking events, conferences, and industry functions., • Maintain a strong understanding of market developments, EIS investment trends, and the wider fintech sector. Requirements: • Proven experience in EIS investment sales, capital raising, or investment broking., • A successful track record of raising capital and achieving commercial objectives within the financial services sector., • An established network of sophisticated investors, financial advisers, wealth managers, family offices, or professional intermediaries would be highly advantageous., • Excellent communication, presentation, negotiation, and relationship management skills., • Strong commercial awareness with the ability to develop and convert high-quality opportunities., • Self-motivated, entrepreneurial, and driven to perform in a target-oriented environment., • A professional, ethical, and relationship-focused approach aligned with the Group’s values of integrity, collaboration, and excellence. Preferred Qualifications: • Experience raising capital under the Enterprise Investment Scheme (EIS)., • Previous experience within investment management, private markets, venture capital, corporate finance, or wealth management., • A sound understanding of EIS, growth investing, and fundraising within the UK private investment market., • Professional qualifications relevant to financial services or investment would be advantageous., • A genuine interest in financial technology, digital banking, payments, artificial intelligence, and innovation. What They Offer: • A highly competitive remuneration package with an attractive performance-based commission structure., • The opportunity to raise capital for innovative, high-growth fintech businesses with significant long-term potential., • Access to senior leadership and the opportunity to play an influential role in the Group’s fundraising strategy., • A collaborative, entrepreneurial culture that rewards initiative, professionalism, and ambition., • Modern offices in the heart of Canary Wharf with a supportive, high-performing team., • Ongoing professional development and opportunities for career progression within a growing financial services and technology group., • The opportunity to represent a business at the forefront of fintech, embedded finance, digital banking, and investment innovation.

    Immediate start!
    Easy apply
  • Newly Qualified (NQ) Solicitor
    Newly Qualified (NQ) Solicitor
    2 months ago
    Full-time
    London

    Newly Qualified (NQ) Solicitor Practice Areas: Special Educational Needs & Disabilities (SEND), Housing, Welfare Benefits, Social Care & Deputyship Law Location: Central London Working Model: Hybrid – 3 days in the office, 2 days from home. Salary: £35,000 basic salary + uncapped performance bonus On-Target Earnings: £48,000+ per annum Experience: Newly Qualified Solicitor – previous specialist experience in our practice areas is not essential Funding Model: 100% privately funded practice – no legal aid caseload Progression: A growth role in an expanding firm, with a clear route towards senior responsibility for a practice area and, in time, a role in the leadership of the firm. About the Firm We are a highly specialised London law firm dedicated to protecting the rights, welfare and interests of vulnerable individuals, children and families. Our work focuses on Special Educational Needs and Disabilities (SEND), housing, welfare benefits, social care and deputyship matters, including civil litigation, administrative law, tribunal proceedings and Court of Protection work. We operate on a 100% privately funded basis and do not undertake legal aid work. This enables us to maintain focused caseloads and provide a high standard of individual attention, strategic advice and client care. We are a growing practice. This role has been created because our caseload is expanding and the person we appoint will help shape how the firm develops over the coming years. The Opportunity. We are looking for a motivated and compassionate Newly Qualified Solicitor. You do not need extensive previous experience in SEND, housing, welfare benefits, social care or deputyship law. We are interested in potential, strong legal foundations, excellent communication skills and a genuine willingness to learn. The successful candidate will receive structured training, close senior supervision and increasing responsibility as their experience develops. This is intended to be a long-term career opportunity for a solicitor who wants to develop strong technical expertise while gaining meaningful experience across several specialist and closely connected areas of law. Because our practice areas are so closely connected, a single client or family will often have needs across several of them. A SEND matter may reveal a housing problem, a welfare benefits entitlement or the need for a deputyship. We want a solicitor who learns to see the whole picture of a client’s circumstances, not just the matter in front of them and who is trained from the outset to identify where the firm can properly help further. Key Responsibilities As your experience develops, your responsibilities will include: * Managing a privately funded caseload under close senior supervision; * Advising individuals and families on SEND, housing, welfare benefits, social care and deputyship matters; * Providing clear, compassionate and professional client care; * Drafting legal correspondence, representations, applications, witness statements and other formal documents; * Preparing grounds and supporting documentation for tribunal appeals; * Preparing cases for First-tier Tribunal and county court proceedings; * Undertaking advocacy and representation where appropriate to your experience; * Conducting legal research and contributing to case strategy; * Maintaining accurate time recording and effective file management; and * Developing commercial awareness and working towards agreed billing objectives. • Taking ownership of your matters from first enquiry to conclusion, so that each client has a single, reliable point of contact;, • Identifying, within your existing matters and client relationships, further areas in which the firm can properly assist and opening those matters in consultation with senior colleagues;, • Contributing to the growth of the firm by developing referral relationships, attending relevant events and helping to build the firm’s profile in its specialist areas; and, • Playing an active part in the day-to-day running of the practice, including improving precedents, processes and compliance systems and taking on defined operational responsibilities as the firm grows. Billing Target & Support As your experience, confidence and caseload develop, you will work towards an annual billing target of £180,000. We recognise that an NQ solicitor requires time, training and support to develop a sustainable caseload. You will therefore receive close senior supervision and structured technical training as you progress. The billing target provides transparency around performance expectations while creating a clear link between individual performance and financial reward. Fees generated on matters you have identified within existing client relationships, or on clients you have introduced to the firm, count fully towards your target. Bringing work in is therefore rewarded through the same bonus structure as doing the work. Salary & Uncapped Performance Bonus Guaranteed Basic Salary £35,000 gross per annum Your basic salary is guaranteed and is not dependent upon achieving the annual billing target. On-Target Performance Bonus The firm operates a transparent performance bonus structure. For qualifying annual fees up to the £180,000 target, the bonus is calculated at 10% of net qualifying fees, after deduction of: * £35,000 basic salary; and * £15,000 fixed annual office cost allocation. At £180,000 in qualifying annual fees, this produces: £35,000 basic salary + £13,000 performance bonus = £48,000 total annual earnings. Over-Performance Bonus Performance above the £180,000 annual threshold is rewarded at a higher rate. Qualifying fees above £180,000 attract an additional 15% bonus, without the £35,000 salary or £15,000 office cost deductions being applied again to those additional fees. There is no upper cap on the over-performance bonus. By way of illustration, qualifying fees of £220,000 in a year would produce total earnings of £54,000 (£35,000 basic salary + £13,000 target bonus + £6,000 over-performance bonus). Comprehensive Specialist Training We recognise that an NQ solicitor is at the beginning of their professional career. You will therefore receive structured training and supervision across our principal practice areas. Training will include: * SEND law, including EHCPs, annual reviews, mediation and First-tier Tribunal appeals; * Housing law and relevant civil and administrative law procedures; * Welfare benefits and associated appeals; * Social care law and disputes involving statutory services; * Deputyship and Court of Protection work; * Legal research, case strategy and professional drafting; * Client interviewing and case management; * Tribunal and court preparation; and * Advocacy and representation. • Identifying related legal needs across our practice areas: for example where a SEND matter also raises housing, welfare benefits, social care or deputyship issues and opening further matters where it is in the client’s interests;, • Business development for a specialist practice, including building referral relationships with schools, SENCOs, charities, parent and carer groups, advocates and other professionals; and, • The running of a modern law practice: file management systems, precedents, time recording, compliance and the commercial management of a caseload. You will initially work closely with senior members of the firm and will take on greater responsibility and independence as your knowledge, skills and confidence develop.

    Immediate start!
    Easy apply
1