Financial Investment Advisor Jobs in Surrey
1 - 15 of 69
Search results - Financial Investment Advisor Jobs in Surrey
Oxted
pensions, investments, and holistic financial planning.
This is an excellent opportunity for an experienced Financial Adviser (IFA) seeking a secure, employed role with access to an existing client base as an adviser is retiring in 2026 - no client...
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cv-library.co.uk -
Profectus-Woking
quality technical and analytical support to the Chartered Adviser.
Responsibilities Analyse client information from fact finds, existing records, and meeting notes Conduct advanced financial analysis including cashflow modelling, pension and investment...
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Search Firm-Woking
with leading hedge funds and trading firms. The ideal candidate will have a minimum of 3 years experience in placing Financial Technology Recruiting into Hedge Funds / Investment Banks.
The Role
You will take ownership of senior mandates across quant research...
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Guildford
financial planning, wealth management, investment management and professional services.
This advisory role is located for their newly acquired south Thames Ditton and surrounding areas (one of 50+ national hubs and still growing) servicing existing (exiting...
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cv-library.co.uk -
Search Firm-Guildford
with leading hedge funds and trading firms. The ideal candidate will have a minimum of 3 years experience in placing Financial Technology Recruiting into Hedge Funds / Investment Banks.
The Role
You will take ownership of senior mandates across quant research...
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Optical Express Westfield Limited-Weybridge
investment in our people and technology.The Optical Express team work together, collectively and consistently striving for excellence. We support each other, respect each other and are committed to a culture of care, trust and integrity.The culture extends...
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Smart School Councils-Woking
Bring insight into charity finances, reserves policy, and governance requirements.
• Be able to advise on financial risk, sustainability, and investment opportunities.
• Communicate financial information clearly to a non-finance audience.
• Be committed...
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Oxted
Senior Paraplanner
Kent, hybrid work (minimum of 2days in the office)
£40,000 – £55,000
Our client is a well-established Wealth Management practice based in Kent, offering expert advice on pensions, investments, and broader financial planning...
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cv-library.co.uk -
Search Firm-Guildford
with leading hedge funds and trading firms. The ideal candidate will have a minimum of 3 years experience across either:
*Financial Technology Recruiting into Hedge Funds / Investment Banks
• Portfolio Management Recruiting
• Quant / Discretionary Research...
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Woking
information from Fact Finds, existing records and meeting notes
• Conduct advanced financial analysis, cashflow modelling, pension & investment research and IHT planning
• Support advisers ahead of client meetings/reviews and analyse client's existing...
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cv-library.co.uk -
Recruit UK-Woking
financial planning recommendations
• Researching and drafting suitability reports across pensions, investments, and protection
• Attending client meetings (where required) and acting as a key point of contact
• Assisting in implementing recommendations...
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BDO UK-Elstead
Ideas People Trust
We're BDO. An accountancy and business advisory firm, providing the advice and solutions entrepreneurial organisations need to navigate today's changing world.
We work with the companies that are Britain's economic engine...
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1 similar job: London
Leatherhead
Established in 1982, Bytes has grown rapidly and now employs over 800+ people across 6 locations in the UK and Ireland. Our turnover in Financial Year 2024 was in excess of £2bn. We work with SME’s, corporates and public sector organisations...
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cv-library.co.uk -
Talent Finder-England
luck.
• £35,000 DOE OTE £60,000 Do you have a passion for helping clients find the best mortgage deals? Are you looking to take the next step in your career as an adviser? Our client is the UK's first specialist property finance comparison site, founded...
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Language Matters-England
relevant information from clients to set up new accounts Build relationships with clients within the banking sector and assist with administrative duties Collaborate with the Denmark's Sales team and the investment advisor to manage the daily workload...
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