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Financial consultant jobs in United Kingdom

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  • Business Development Manager
    Business Development Manager
    7 days ago
    Full-time
    London

    Role Overview As a Commission‑Based Business Development Associate, you will be responsible for identifying, engaging, and closing new business opportunities within the catering, hospitality, and events ecosystem. This role is ideal for someone who thrives on autonomy, enjoys building relationships, and is motivated by uncapped earning potential. You’ll be representing a premium SaaS product in a lucrative industry where clients often manage multi‑million‑pound event portfolios. Your success directly translates into high‑value commissions. Key Responsibilities • Identify and prospect catering companies, event planners, event venues, decor and production companies, and hospitality groups that would benefit from Event Boss., • Build and manage a strong pipeline of qualified leads through outreach, networking, and industry engagement., • Deliver compelling product demonstrations (with support from our technical team when needed)., • Understand client pain points and articulate how Event Boss solves operational, financial, and workflow challenges., • Negotiate and close deals, ensuring a smooth handover to the onboarding team. Maintain accurate activity records in our CRM. Represent Event Boss at industry events, trade shows, and networking opportunities (optional but encouraged). Provide market feedback to help shape product development and sales strategy. What We’re Looking For Proven experience in business development, sales, or account acquisition—ideally in SaaS, hospitality tech, events, catering, or related sectors. • A self‑starter with strong initiative and the ability to work independently., • Excellent communication, negotiation, and relationship‑building skills., • Comfortable with a commission‑only structure and motivated by high earnings., • Ability to understand and explain software solutions in a clear, value‑driven way., • Strong organisational skills and a disciplined approach to pipeline management. What We Offer Uncapped commission structure with high earning potential. Full product training and ongoing support from our leadership and technical teams. A premium, in‑demand product in a large and rapidly growing industry. Flexible working, work from anywhere, set your own schedule. Opportunities for progression into senior sales or regional leadership roles as we scale. Ideal For • Experienced business developers seeking a high‑reward, low‑restriction role., • Sales professionals with strong networks in catering, events, hospitality, or venues., • Entrepreneurs or consultants looking to add a lucrative revenue stream., • High‑performers who want autonomy and unlimited earning potential.

    Immediate start!
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  • Sales Associate (Vietnamese Speaking)
    Sales Associate (Vietnamese Speaking)
    9 days ago
    £26000–£28000 yearly
    Full-time
    London

    Sales Associate (Vietnamese Speaking) Location: London (office-based role) Company: MSR Solicitors High Commissions | Career Growth | Dynamic, High-Performance Team Attractive commission rates based on individual billing and new business achievements - review and release monthly. earn up to 10% on your billed amount as your performance grows. (Detailed commission structure shared during the interview process.) Are you a confident sales professional who thrives on hitting targets and wants a clear path to strong commissions and fast career advancement? MSR Solicitors, one of London’s fastest-growing law firms, is looking for talented Vietnamese-speaking Sales Associates to join our ambitious and growing team. We specialise in UK immigration services, helping clients from around the world achieve their personal and business goals. If you’re persuasive, proactive, and passionate about earning based on results—this is your opportunity to turn skill into success. **Please only apply if you’re fluent (spoken and written) in both Vietnamese and English. What You’ll Do Generate New Clients: Identify and approach individuals and businesses seeking legal assistance, particularly for those seeking immigration advise within Vietnamese-speaking and English-speaking markets. Convert Leads into Business: Manage a strong pipeline of high-quality prospects and close deals to achieve or exceed monthly billing targets. Collaborate and Close: Work closely with our marketing and legal teams to deliver seamless, professional client experiences. Strategic Selling: Design and execute targeted outreach initiatives to attract clients in key segments. Build Client Relationships: Cultivate long-term trust and deliver service excellence to encourage repeat business and referrals. Stay Ahead: Keep up-to-date on immigration trends, competitor activities, and new market opportunities. What We’re Looking For Languages: Fluent in both Vietnamese and English (spoken and written). Sales Excellence: Proven track record of meeting or exceeding sales targets—experience in immigration, relocation, legal services, or consultancy sales preferred. Ability to self-source and grow client base is crucial to the success of the role. Goal-Oriented: Ambitious, driven, and motivated by clear financial rewards. Strong Communicator: Skilled in negotiation, relationship-building, and delivering compelling value propositions. Professional Presence: Confident, reliable, and capable of managing client relationships with discretion and care. What We Offer Strong Commission Potential – Rewarding structure that recognises and fuels top performance. Fast Career Progression – Opportunity to grow into senior or leadership roles based on results. Dynamic Work Environment – A diverse, supportive team culture that values ambition and collaboration. Professional Development – Access to training and support to sharpen your skills and accelerate success. If you’re ready to take control of your career, your income, and your growth—join MSR Solicitors and help shape the next chapter of our success. Job Types: Full-time, Permanent Benefits: Company pension Private medical insurance

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  • Financial Education Consultant  Remote (UK Only)
    Financial Education Consultant Remote (UK Only)
    13 days ago
    £2000 monthly
    Part-time
    Peckham, Southwark

    DO NOT MESSAGE IF YOU ARE NOT SERIOUS! PLEASE READ AND DONT JUST APPLY!! Serious Applicants Only | Flexible Income | Business Opportunity We are expanding our UK team and looking for ambitious, coachable, and purpose-driven individuals who want to help families achieve financial security while building their own income and business. This is not a standard job it’s an opportunity to develop professional skills, gain financial education, and build a long-term income helping others. If you’re looking for quick money or minimal effort, this role is not for you. Your Role Educate individuals and families on financial awareness and protection Support clients with financial planning and smarter money habits Connect clients with licensed financial professionals Build and manage your own client base Develop a flexible part-time or full-time income stream What You’ll Receive Structured training and ongoing professional development Weekly coaching and mentorship Personal business dashboard and support systems Compliance and licensing guidance Proven systems to build your own business We’re Looking For People Who ✔ Are serious about personal growth and financial education ✔ Want to build a long-term income or business ✔ Have strong work ethic and self-discipline ✔ Care about helping families and communities ✔ Are coachable and willing to follow a system Requirements Must be 18+ with right to work in the UK Must pass background and compliance checks (processing fees apply) Professional attitude and good communication skills Willingness to complete training and licensing process Income Performance-based earnings with part-time and full-time potential. Results depend on commitment and effort.

    Immediate start!
    No experience
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  • Investment Analyst
    Investment Analyst
    16 days ago
    £25000–£60000 yearly
    Full-time
    London

    As an Analyst with the London-based Private Debt investment team, your primary duties, tasks and responsibilities include: • Reviewing + screening of investment opportunities including full qualitative & quantitative analysis of business opportunities, • Composing investment committees' memoranda and credit papers, • Valuation analysis & Financial modelling (DCF etc), • Assessment of financial, industry and business due diligence, • Scenario Planning, sensitivity analysis prep, taking ownership & autonomy of specific workstreams within financial modelling & due diligence, • Consistent Deal execution support on new + existing deals and portfolio assets, • Portfolio monitoring including monitoring financial performance +covenants, engagement with management and shareholders, • Working on events including new financing requests and amendments. Previous Experience/ Background • Solid academic track record with a relevant Bachelor or Master's degree in a top ranking university, • Previous experience in investment banking, leverage finance, transaction services, strategic consulting, private debt or private equity, • Proven interest in the finance industry, particularly in private equity or private debt;, • Strong IT skills (MS Office), in particularly Excel; financial modelling skills is an advantage;, • Fluent in English, • Right to work in the United Kingdom, • Drafting skills required for composition of investment memos, • Strong analytical skills with high attention to detail;, • Self-starter with an independent working style;, • Self-motivated and pro-active team player. Please note : Due to the high volume of applications, we are unable to respond to individual queries. We will contact you directly if your application is shortlisted for the next stage. Contact Information If you are interested in becoming an integral part of a successful alternative investment management team in an international, multicultural working environment we will be pleased to get to know you soon. For further information please contact us. The information on your CV, your application, and any other information you submit to us will be used by Trouver Partners for the purpose of considering you for employment and processing your application in accordance with our privacy policy • Trouver Partners is an equal opportunities employer.

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  • Investment Consultant
    Investment Consultant
    23 days ago
    £25000–£80000 yearly
    Full-time
    London

    As an investment consultant associate within our private market sales team, you will be evaluating, discussing and relaying direct private equity and fixed income opportunities with existing and prospective high net worth clients. This is an exciting opportunity for a motivated professional with a strong background in sales, private equity or fixed income to develop long-term client relationships and drive sales in a fast-growing market. Core Skills: Active Listening: Understanding customer needs by focusing on their words, not just waiting to speak. Relationship Building: Creating trust and rapport with prospects to foster long-term partnerships. Prospecting & Research: Identifying potential customers through, research, networking, and social media. Effective Communication: Articulating value clearly and using stories to engage, rather than just listing features. Objection Handling & Negotiation: Addressing concerns, managing resistance, and securing win-win agreements. Closing Techniques: Confidently asking for the sale or next step at the appropriate time. Time Management: Prioritizing high-value prospects and activities to maximize efficiency. Product Knowledge: Possessing deep, expert knowledge of the product or service being sold. Adaptability: Adjusting communication style and techniques based on the prospect and situation. Technical Savviness: Proficiency with sales tools like CRM software (e.g., Salesforce, HubSpot) and LinkedIn for outreac Required Skills Core Responsibilities • Conducting research, surveys, and interviews to gather data., • Analyzing, identifying, and solving complex business problems., • Presenting findings, insights, and recommendations to clients., • Implementing new procedures and strategies., • Client Interaction and Empathy: Building credibility and rapport, understanding client needs, and adapting to different corporate cultures., • Project Management: Managing timelines, organizing tasks, and leading teams to deliver results., • Technical Proficiency: Advanced skills in PowerPoint for presentations, Excel for financial modeling, and data visualization tools., • Adaptability and Flexibility: The ability to work across different industries and adjust to changing project scopes., • Business Acumen: Understanding market dynamics, financial concepts, and industry trends.

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  • Clinic coordinator
    Clinic coordinator
    1 month ago
    £13 hourly
    Part-time
    Elstree

    We are seeking a confident and commercially minded Reception coordinator to join our clinic. This role is front facing and sales supportive, combining excellent client care with proactive outbound calling. You will be the first point of contact for clients in clinic and for new enquiries, playing a key role in converting leads into booked consultations and treatments. This is not a passive desk role. You must be comfortable picking up the phone, following up warm leads, handling objections, and confidently discussing our treatments and offers. Duties and responsabilities: Oversee the reception area, warmly welcoming clients and maintaining a professional front-of-house presence. Manage appointment bookings and optimise the clinic schedule to ensure smooth operations and efficiency. Conduct consultations with both new and existing clients, offering tailored recommendations and upselling services where appropriate. Actively engages with clients to ensure they are fully aware of all services, offers and packages, to encourage further bookings. Respond to emails promptly and professionally, handling client and internal enquiries efficiently. Collaborate with the clinic team to ensure smooth operations and exceptional customer services. Responsable for gathering client feedback on their experience and book their next service. Maintaining all data documentation for treatments, services, products for clients and client's files up to date and organised. Monitor stock levels, ensuring adequate supplies are maintained, and uphold high standards of clinic cleanliness. Handle payments to the clinic by card, cash; keep record of financial transactions. Keep the reception and your whole department area clean and tidy. Assist with social media and monthly promotions. Assist with additional duties as needed to support the clinic team. Requirements: Minimum 2 years of experience in a front of house.

    Immediate start!
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  • Mortgage Advisor
    Mortgage Advisor
    2 months ago
    £25000–£30000 yearly
    Full-time
    Canary Wharf Estate, London

    Employed Mortgage Broker Landmark Private Finance (LPF) Location: Office-based / Hybrid (UK) Salary: £28,000 basic + uncapped commission Employment Type: Full-time, employed About Landmark Private Finance Landmark Private Finance (LPF) is a growing, Alongside LPF, the group includes Landmark Specialist Finance (LSF), our specialist lending arm focused on complex, high-value, and non-standard cases. This structure provides advisers with exposure not only to mainstream residential lending, but also to specialist finance, complex buy-to-let, bridging, development, second charge, and commercial funding, offering exceptional long-term career progression. The Role We are seeking an Employed Mortgage Broker to join LPF’s residential advisory team. The role offers strong lead support, full administrative backing, and the opportunity to progress into specialist and higher-value cases via LSF. This is an ideal opportunity for an adviser looking to build a long-term career within a group that actively supports development into specialist finance. Key Responsibilities Provide regulated mortgage advice to residential and buy-to-let clients Complete full fact-finds, affordability assessments, and suitability recommendations Source and recommend whole-of-market mortgage solutions Manage cases from submission through to completion Liaise with lenders, solicitors, surveyors, and internal teams Maintain FCA-compliant files and accurate records Deliver consistently high levels of client service Identify and refer suitable cases into Landmark Specialist Finance (LSF) for specialist lending solutions Requirements CeMAP qualified (or equivalent) Experience as a mortgage adviser/broker (employed or self-employed) Solid understanding of residential and buy-to-let lending Strong knowledge of FCA compliance and advice standards Professional, client-focused approach Ambition to progress into specialist or complex lending over time Career Progression Landmark offers immense career progression opportunities, including: Exposure to specialist finance cases via LSF Development into complex lending (bridging, development, second charge, commercial) Progression into senior adviser or specialist broker roles Long-term growth within a multi-entity financial services group What We Offer £28,000 basic salary Uncapped commission structure High-quality lead flow and internal referrals Dedicated administration and case progression support Access to specialist finance knowledge and mentorship Clear progression pathway within LPF and LSF Professional, growth-focused working environment

    No experience
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  • Qualified Accountant
    Qualified Accountant
    2 months ago
    £60000–£62000 yearly
    Full-time
    London

    Job Summary We are seeking a detail-oriented and experienced Accountant to join our financial team. The successful candidate will be responsible for managing financial records, preparing reports, and ensuring compliance with relevant regulations. This role offers an excellent opportunity to utilise your expertise in various accounting software and financial management practices within a dynamic organisation. The ideal applicant will possess strong analytical skills, proficiency in accounting tools such as QuickBooks, Sage, Xero, and PeopleSoft, and a commitment to accuracy and confidentiality. Responsibilities Prepare and maintain accurate financial statements and reports using accounting software including QuickBooks, Xero, Sage, and PeopleSoft Manage accounts payable and receivable processes efficiently Reconcile bank statements and ensure the integrity of financial data Assist with budgeting, forecasting, and financial planning activities Support month-end and year-end closing procedures Ensure compliance with statutory requirements and internal policies Provide mentorship to junior team members and support training initiatives in financial management practices Collaborate with external auditors during audits and provide necessary documentation Monitor cash flow and assist in financial risk assessments Maintain organised records of all financial transactions for audit purposes Qualifications Proven experience as an Accountant or in a similar role within the financial services sector Proficiency with accounting software such as QuickBooks, Sage, Xero, PeopleSoft, or equivalent systems Strong understanding of financial management principles and accounting standards Excellent organisational skills with attention to detail Ability to analyse complex financial data accurately Experience in mentoring or supporting team members is desirable Relevant professional qualifications (e.g., ACCA, CIMA) are preferred but not essential Strong communication skills and the ability to work independently as well as part of a team

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