Financial Planner salaries in Wokingham, BRK

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.

Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

Our duty of care, including support for vulnerable customers, is embedded into our culture and decision‑making. Respond to inbound telephone enquiries.

8 days ago