Financial consultant jobs in United Kingdom

Company: Yongdao CF Trading Ltd. Location: Unit 6 - Index House, Midhurst Road, Liphook, GU30 7TN, United Kingdom Salary: £39,000 – £45,000 per annum Employment Type: Full-time, Permanent About the Company Yongdao CF Trading Ltd. is a technology-based financial services company specializing in the development and provision of intelligent trading tools and solutions for participants in the futures and foreign exchange markets. Our core products include self-developed EA (Expert Advisor) strategy systems based on quantitative models and AI algorithms. While we do not provide regulated financial services or investment advice, we focus on empowering clients through advanced tools and strategic consultation. Key Responsibilities -Provide product-focused consultations to individual and institutional clients, helping them understand and effectively utilize our trading systems and intelligent tools. -Act as a key point of contact for clients, responding to inquiries about strategy logic, backtesting principles, and system functionality. -Support business development by identifying potential customers, nurturing client relationships, and promoting the company’s technology solutions. -Collaborate with the product and technical teams to communicate user feedback, suggest feature enhancements, and improve user experience. -Maintain records of client interactions, update CRM systems, and contribute to sales strategy planning. -Stay informed on macroeconomic trends and forex/futures market developments to better relate our tools to client needs. -Ensure all communication and activities remain within the boundaries of unregulated services and comply with applicable UK standards. Requirements -Bachelor's degree or above in Finance, Business, Economics, or a related field. -Strong interpersonal and communication skills, with a consultative sales mindset. -Familiarity with financial markets, especially FX and futures trading. -Experience in B2B or B2C solution selling is highly desirable. -Basic understanding of quantitative trading or algorithmic strategies is a plus. -Proactive, client-oriented, and comfortable working in a fast-paced, tech-driven environment.

Overview HFS Consultancy Ltd, a leading educational recruitment agency, is seeking a highly organized and proactive Office Manager to oversee the day-to-day administrative operations of our office. The successful candidate will be responsible for ensuring the smooth running of office operations, managing administrative staff, and providing support to the management team. Key Responsibilities Administrative Management - Oversee and manage daily office operations to ensure efficiency and productivity. - Develop and implement office policies and procedures. - Maintain office supplies inventory and place orders as needed. - Coordinate and schedule meetings, appointments, and travel arrangements for staff. - Manage office budget, track expenses, and prepare financial reports. - Recruitment Support - Assist with the coordination and administration of recruitment processes. - Support the recruitment team with scheduling interviews, managing candidate communications, and maintaining recruitment databases. - Ensure compliance with recruitment regulations and company policies. Staff Management - Supervise and support administrative staff, including hiring, training, and performance evaluations. - Delegate tasks and responsibilities to ensure effective workflow. - Foster a positive and collaborative office environment. Communication and Coordination - Serve as the main point of contact for office-related inquiries and communication. - Liaise with other departments to ensure smooth operations and effective communication. - Coordinate with external vendors and service providers. Office Maintenance - Ensure the office is clean, organized, and well-maintained. - Oversee maintenance and repair of office equipment and facilities. - Implement and monitor health and safety protocols. **Support to Management** - Provide administrative support to the management team, including preparing reports, presentations, and correspondence. - Assist with special projects and events as needed. - Manage confidential and sensitive information with discretion. Qualifications - Proven experience as an Office Manager or in a similar administrative role, preferably within a recruitment or educational setting. - Excellent organizational and time management skills. - Strong leadership and team management abilities. - Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook). - Knowledge of office management procedures and best practices. - Strong verbal and written communication skills. - Ability to multitask and prioritize tasks effectively. - Attention to detail and problem-solving skills. - Bachelor’s degree in Business Administration, Office Management, or a related field preferred. Benefits - Competitive salary and benefits package. - Opportunity for professional growth and development. - Positive and collaborative work environment. How to Apply Interested candidates should send their resume and cover letter to email with the subject line "Office Manager Application..

Job description Job Overview Position: Trainee Sales Executive (Protection Insurance) Location: Fareham Salary: £25,000 basic, £50,000–£60,000 OTE Monday–Wednesday: 9:30 am to 7:00 pm Thursday: 9:30 am to 6:00 pm Friday: 9:30 am to 4:30 pm Onsite role (Office based) No Weekends!! Trainee Sales Executive – Fareham Are you driven by success, motivated by targets, and eager to earn? Cowell Recruitment is delighted to be assisting our client in their search for a Trainee Sales Executive based in Fareham. This is an exciting opportunity to join a multi-award-winning broker as part of their expansion. We are looking for ambitious individuals who want to break into financial services, develop their skills, and build a successful career. With comprehensive training, a competitive salary, and an industry-leading commission structure, this role offers incredible earning potential. What We’re Looking For: ✔ A passion for delivering outstanding customer service ✔ A strong work ethic and drive to exceed sales targets ✔ A hunger to learn and progress to giving regulated financial advice ✔ Clear and effective communication skills ✔ A self-motivated, confident, and ambitious mindset ✔ Ideally, experience in customer-facing roles—especially telephone-based sales Key Benefits: Basic salary: £25k Uncapped commission – OTE £60k Full training & support to become a regulated financial advisor Modern office with free parking 20 days holiday + bank holidays Pension contributions A fun, collaborative, and team-oriented culture Casual dress environment No cold calling—work exclusively with warm leads! Join an award-winning company focused on customer service Requirements: ✅ Previous sales experience in a target-driven role ✅ Minimum GCSE (or equivalent) ✅ No previous financial services experience required—full training provided If you’re driven by success, excited by sales, and eager to grow, this role offers the perfect opportunity. Must pass CRB background checks (no criminal record or poor credit) Apply today and take the first step towards a rewarding career in financial services! Cowell Recruitment Ltd is an equal opportunities employer. Only candidates with the right to work (RTW) in the UK will be considered. Job Type: Full-time Pay: £25,000.00-£60,000.00 per year Additional pay: Commission pay Benefits: Casual dress Company pension Free parking Schedule: Monday to Friday Education: GCSE or equivalent (preferred) Experience: Sales: 1 year (preferred) Work authorisation: United Kingdom (required) Location: Fareham, Hampshire (required) Work Location: In person

Job Title: Business Development Manager – Digital Wealth & Emerging Markets Location: London, United Kingdom Division: Wealth Management & Property Consultancy Reporting to: Director of Strategic Growth | UK & International Markets Type: Full-Time | Senior Level Role Overview: We are seeking a commercially astute and growth-oriented Business Development Manager to support the expansion of our UK and international wealth management client base. This position places particular emphasis on engaging high-net-worth (HNW) and ultra-high-net-worth (UHNW) individuals from the South Asian and African diaspora. Bridging traditional wealth advisory with digital finance innovation, this is a unique opportunity for an experienced professional to help shape our presence in emerging markets and drive the evolution of our client offering. Key Responsibilities: Client Acquisition & Relationship Management Identify and engage prospective clients with cross-border financial interests. Build and maintain long-term relationships with HNW/UHNW individuals, particularly within diaspora communities in the UK and abroad. Market Development & Strategic Growth • Develop and implement growth strategies tailored to target markets, with a focus on key diaspora hubs. • Collaborate with senior leadership to ensure business development efforts align with wider company goals. Digital Wealth Strategy Contribution • Support the integration of digital wealth solutions, including tokenised products and blockchain-enabled investment vehicles. • Partner with internal teams to align go-to-market strategies with evolving digital asset trends. Partnership & Channel Expansion • Establish and maintain strategic partnerships, referral networks, and channel alliances to enhance market reach in both conventional and digital asset spheres. Candidate Profile: Experience & Background 10+ years in financial advisory or private wealth management Demonstrated success in developing business across international markets Strong cultural and market understanding of South Asian and African diaspora communities Education & Certifications Certified Financial Advisor (CFA) – CISI, UK (required) Diploma in Wealth Management or equivalent (preferred) Desirable Attributes Solid grasp of both traditional finance and digital asset ecosystems Entrepreneurial spirit with a strategic, solutions-focused approach Excellent interpersonal and stakeholder engagement skills Familiarity with regulatory frameworks across the UK, EU, and international jurisdictions Comfortable working across both in-person and digital-first environments

Job Title: Insurance Advisor Company: Supreme Financial Solutions LTD Location: United Kingdom (Self-employed, work remotely) About Us: Supreme Financial Solutions LTD is a network of experienced, professional, and talented individuals who provide exceptional customer experiences. We offer tailored financial solutions, including mortgages, commercial insurance, income protection, and more, to suit diverse client needs. As part of The Openwork Partnership, one of the UK's largest and longest-established financial advice and investment companies, we uphold the highest standards of compliance and client service. Role Overview: We are expanding our team and seeking motivated individuals to join us as Insurance Advisors. In this self-employed role, you'll have the flexibility to manage your own schedule while benefiting from a highly attractive, commission-based pay structure with weekly payouts. No prior experience is required, as comprehensive training will be provided. Key Responsibilities: Provide tailored advice on protection products, including life and critical illness cover, accident and sickness cover, and buildings/contents insurance. Engage with clients to understand their financial needs and recommend suitable insurance solutions. Build and maintain strong client relationships to ensure ongoing satisfaction and trust. Stay updated on industry trends and product knowledge to offer informed advice. Requirements: Excellent communication skills with a focus on active listening and empathy. Strong problem-solving abilities and a proactive approach to addressing client needs. Self-motivated and driven to achieve personal and professional goals. Ability to work independently and manage time effectively. What We Offer: Unlimited Earnings Potential: Your efforts are rewarded with a commission-based pay structure, allowing you to earn between £30K - £100K per annum. Flexible Working Hours: Control your own working day and be your own boss, allowing for a work-life balance that suits your lifestyle. Comprehensive Training: Access to first-class training and development programs to support your career progression. Supportive Team Culture: Join a warm, supportive, and friendly team that focuses on individual aspirations and maintains integrity in all interactions. Career Advancement: Opportunities to progress in protection, mortgages, or wealth management, with the potential to become an Area Sales Manager and lead your own team. How to Apply: If you're enthusiastic about starting a rewarding career in financial services and want to be part of a dynamic team, we'd love to hear from you.

Purpose of the Role: To manage financial records, audits, tax filings, and financial planning, ensuring compliance with UK accounting regulations and international standards. This role will involve enhancing financial controls and supporting strategic financial planning. About Us: Specialists in providing Business IT Solutions and Project Management Techniques to Public Healthcare Sector At INFORMATION Services Solutions Ltd, we are dedicated to delivering top-notch Business IT Solutions and Project Management Techniques to the Public Healthcare Sector. With years of experience and a team of highly skilled professionals, we provide innovative and customized solutions to help our clients in the public health domain optimize their operations and improve patient outcomes. Person Specification Education and Qualifications: ● ACCA / FCCA / ICAEW / CIMA / ICAP qualified (or equivalent). ● BSc (Hons) in Applied Accounting or a related field is preferred. ● Additional professional certifications such as CPA, CFA, or DipIFR are advantageous but optional. Experience: ● Proven experience in financial management, accounting, and auditing. ● Strong understanding of UK tax laws, financial regulations, and IFRS/GAAP standards. ● Experience with financial reporting, risk assessment, and budget forecasting. ● Familiarity with accounting software such as Sage, Xero, QuickBooks, and SAP. ● Ability to conduct financial analysis and create detailed financial reports. Skills: ● Strong analytical skills with attention to detail. ● Excellent problem-solving abilities and decision-making skills. ● Proficiency in Microsoft Excel, financial modelling, and accounting software. ● Ability to work independently and as part of a team. ● Excellent verbal and written communication skills. ● Ability to manage multiple projects and meet deadlines effectively. Additional Requirements: ● Stay up-to-date with UK accounting regulations, tax laws, and financial trends. ● Willingness to attend training sessions and professional development courses. ● Flexibility with work hours, including occasional weekend work and travel if required. Cultural Fit: ● Alignment with the company's values of transparency, integrity, and excellence. ● Passion for accounting and financial management with a commitment to delivering high-quality services. ● Ability to adapt to new challenges and regulatory changes. ** Key Responsibilities:** Financial Strategy and Compliance: ● Prepare and maintain accurate financial statements, balance sheets, and cash flow reports. ● Ensure compliance with UK tax regulations, HMRC filings, and IFRS. ● Assist in budget planning, cost control, and financial forecasting. ● Conduct risk assessments and financial audits to ensure regulatory adherence. Financial Management and Reporting: ● Oversee payroll processing, VAT returns, and corporation tax calculations. ● Prepare monthly, quarterly, and annual financial reports for management. ● Analyze financial data to provide insights for business decision-making. ● Manage accounts payable, receivables, and reconciliations. Client and Stakeholder Management: ● Work closely with external auditors, tax consultants, and financial institutions. ● Liaise with clients to provide financial advice and business consultancy. ● Support SMEs and healthcare organizations in financial planning and risk mitigation. System and Process Improvement: ● Implement automated financial reporting systems for efficiency. ● Recommend process improvements to enhance financial accuracy and compliance. ● Ensure proper internal controls are in place to mitigate financial risks. ** Benefits:** ● Competitive salary package. ● Opportunities for professional development and career growth. ● Sponsorship available for eligible overseas candidates. How to Apply: To apply for the Chartered & Certified Accountant position, please send your resume and a cover letter outlining your relevant experience and why you're a perfect fit for purpose. Information Services Solutions Ltd is an equal opportunity employer. We encourage applications from candidates of all backgrounds and experiences. Overseas candidates are also encouraged to apply.

Freelance (Self Employed) Sales Professionals Wanted – AI Solutions for Restaurants We are looking for two driven and passionate Freelance Salespeople to help introduce our innovative AI-powered services to London’s vibrant restaurant scene. Our solutions are specifically designed to boost profitability for restaurants by providing low-cost, automated tools that deliver immediate financial results. Why Join Us? -Self-employed, commission-only role -Potential to earn £2,000+ per week, with a target of 10 sales per week -Be part of a mission to support restaurants in achieving greater success What We’re Looking For: -A strong sales mentality and proven ability to close deals -A good understanding of restaurant operations and their unique challenges -Familiarity with the London dining scene is a big plus -Passion for helping restaurant owners thrive What You’ll Do: -Build relationships with restaurant owners and managers -Present and sell AI solutions tailored to their needs -Support restaurants in adopting tools that improve profitability This is a remote role requiring full-time focus to meet sales targets. If you have a passion for hospitality and the drive to succeed, we want to hear from you.

Job Title: Office Manager Location: Canary Wharf, London Job Type: Full-time - Permanent Salary: Competitive, based on experience About Us: ATEN COMMUNICATIONS UK LTD is a dynamic and growing financial services company specializing in IT-related consultancy and services. We are seeking a proactive and highly organized Office Manager to oversee the daily operations of our office, ensuring efficiency and smooth workflow. Job Responsibilities: - Oversee and manage daily office operations, ensuring a productive work environment. - Maintain office efficiency by implementing administrative procedures and streamlining processes. - Manage office supplies, equipment, and vendor relationships. - Handle correspondence, scheduling, and coordination of meetings. - Ensure compliance with company policies and health and safety regulations. - Act as a point of contact for employees, providing support and resolving administrative queries. - Manage company databases, documentation, and filing systems. - Assist in event planning, including company meetings and team-building activities. Requirements: - Proven experience as an Office Manager, Administrator, or similar role. - Strong organizational and multitasking skills. - Excellent verbal and written communication abilities. - Proficiency in Microsoft Office is a plus. - Ability to work independently and collaboratively in a fast-paced environment. - Attention to detail and problem-solving skills. Benefits: Competitive salary package. Opportunities for career development and growth. Friendly and supportive work environment. Flexible working arrangements may be considered. How to Apply: Interested candidates should contact us via online chat available here. Join us at ATEN COMMUNICATIONS UK LTD and be a part of an innovative and forward-thinking team!

About Us We are Mr LoBo an independent, family-run Peruvian restaurant located in the heart of Angel, Islington. Since our opening 2 years ago, we have been dedicated to delivering exceptional dining experiences, as demonstrated by the several awards we have received on OpenTable and TripAdvisor. We take pride in using fresh, high-quality ingredients to create innovative and delicious dishes. Additionally, we strive to provide a unique experience for our customers through personalised service. As we continue to grow, we are looking for floor manager to lead our floor team and maintain our customer happy. Job Description We are seeking for an experienced Floor Manager to oversee daily operations in our restaurant. The successful candidate will be responsible for ensuring excellent customer service, managing front-of-house staff, and maintaining smooth restaurant operations. This role is ideal for individuals with strong leadership skills, a passion for hospitality, and the ability to work in a fast-paced environment. Duties - Manage the restaurant floor during service hours, ensuring smooth and efficient operations. - Lead and supervise front-of-house staff, including scheduling, training, and performance management. - Drive sales and promote upselling techniques to maximise revenue. - Provide outstanding customer service, addressing and resolving any issues or complaints promptly. - Maintain a clean, safe, and welcoming environment in line with health and safety regulations. - Collaborate with the kitchen team to ensure seamless commu - Monitor stock levels and coordinate with suppliers for timely replenishment. - Assist in meeting financial targets by optimising service and minimising waste. - Work closely with director to develop strategies to enhance customer satisfaction and boost repeat business. - Work closely with the director to implement marketing initiatives to promote the restaurant and attract customers. - Ensure all staff comply with company policies, health & safety regulations, and licensing laws. - Assist in creating staff schedules and managing payroll budgets. Requirement & Experience We are looking for someone that have: - A minimum of 3 years of experience as a Floor Manager, Restaurant Manager, or similar role. - Strong leadership and communication skills with the ability to inspire and manage a team. - Excellent customer service and problem-solving abilities. - Knowledge of food safety, health & safety regulations, and licensing laws. - Experience handling financial responsibilities, including stock control and cash handling. - The ability to work flexible hours, including evenings, weekends, and public holidays. - Strong organisational and multitasking skills in a fast-paced environment. General This job description is intended as a basic guide to the responsibilities of the post and is not exhaustive. The post holder may be asked to undertake duties that are in line with the level of the role. The Job description will be subject to regular review and amendment as necessary in consultation with the post holder. Health and Safety The post holder must be aware of the responsibilities placed on them under the Health and Safety at Work Act (1974) and must follow these at all times, including ensuring that they act in line with all policies and procedures at all times in order to maintain a safe environment for customers and colleagues. Equality and Diversity The post holder is required to promote equality in service delivery and employment practices. All employees must comply with all the Companies’ equality and diversity policies, procedures, and initiatives. If you are seeking an opportunity to work in a close-knit team where you can take on key responsibilities and enhance your expertise, Mr LoBo is the perfect place for you to grow and thrive.

L&C Consultant Limited is a leading financial services provider committed to delivering tailored solutions and expert guidance to help clients achieve their financial goals. We are seeking a highly motivated Account Manager (Public Relations) to join our team and play a key role in managing our public relations and advertising initiatives. Key Responsibilities: Develop and execute strategic public relations and advertising campaigns to enhance brand visibility and engagement. Collaborate with clients, internal teams, and external agencies to define campaign objectives, timelines, and budgets. Oversee advertising operations across multiple platforms, ensuring campaigns align with business goals and client expectations. Analyze and interpret market data, campaign performance metrics, and customer insights to optimize PR strategies. Provide expert advice on marketing and advertising techniques for new and existing financial services. Requirements: Proven experience in public relations, advertising, or account management. Strong communication and interpersonal skills with the ability to build lasting client relationships. Excellent project management skills, with the ability to handle multiple campaigns simultaneously. Data-driven mindset with proficiency in campaign analysis and reporting. Knowledge of financial services and industry trends is a plus. If you are a results-driven professional with a passion for public relations and advertising, we would love to hear from you!

Sales Development Representative (SDR) – B2B Business Services 📍 Location: Remote (UK-Based) 💰 Salary: Competitive Base + Uncapped Commission ⏳ Job Type: Full-Time About Us Direct Company Acquisitions specializes in helping distressed business owners find solutions to financial difficulties. We assist companies facing insolvency, cash flow problems, or significant debt by providing tailored rescue strategies. As we expand, we’re looking for highly motivated Sales Development Representatives (SDRs) to join our team and help business owners navigate tough financial situations. If you have a hunter mentality, strong communication skills, and thrive in a fast-paced sales environment*l, this role is for you. What You’ll Do: - Outbound Calling: Engage with business owners who have expressed interest in our services (no cold calling). - Qualify Leads: Identify urgent cases and determine their suitability for our solutions. - Consultative Selling: Understand business owners' challenges and present how we can help. - Follow-Ups: Maintain consistent contact with leads through calls, emails, and SMS. - CRM Management: Log interactions and track progress through our sales pipeline. - Work Closely with Closers: Book qualified appointments for senior consultants to finalize deals. What We’re Looking For: ✔ Sales Experience: 1+ years in SDR, telesales, or a similar role (B2B experience preferred). ✔ Resilience & Drive: Ability to handle objections and push deals forward. ✔ Strong Communicator: Confident, persuasive, and empathetic when speaking with distressed business owners. ✔ Process-Driven: Can follow structured sales scripts while thinking on your feet. ✔ Fast Learner: Adaptable and eager to refine sales techniques. ✔ Tech-Savvy: Experience with CRMs, dialers, and sales tools is a plus. What We Offer: ✅ Competitive Base Salary + Uncapped Commission** (OTE £85K+) ✅ High-Quality Leads (No cold calling – only warm leads from our marketing) ✅ Ongoing Sales Training & Coaching ✅ Clear Career Progression Path to Senior Sales Roles ✅ Remote Work Flexibility How to Apply If you’re ready to make an impact and earn great commission, apply now! Send your CV and a short cover letter explaining why you’re a great fit. We’re hiring immediately, so don’t wait—take the next step in your sales career today!

Job Title: Office Manager Company: Promised Consultants Limited Job Type: Full-Time About Us Promised Consultants Limited is a reputable UK-based consultancy. As an authorised HMRC Tax Agent and a proud member of the International Association of Bookkeepers (IAB), we provide expert financial and consultancy services to businesses and individuals while ensuring full compliance with Anti-Money Laundering (AML) regulations. Role Overview We are seeking a highly organised and proactive Office Manager to oversee daily operations, ensure smooth administrative functions, and support our team. This role is ideal for a detail-oriented professional with strong communication skills and the ability to multitask in a dynamic environment. What We Offer: Competitive salary and benefits package. A dynamic and supportive work environment. Career growth opportunities in a well-established consultancy. Ongoing professional development and training. Join us at Promised Consultants Limited and be part of a dedicated team committed to helping businesses succeed!