Financial advisory support occupations Work, Jobs in Bray, Brk (with Salaries)

Trainee Financial Advisor with paraplanning experiance
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
11d
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
Pension Administrator (Documentation & Client Support)
Gemmell Financial Services —St Albans
- £27,000 - £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Office
- Free parking
Quick apply
Financial Services Administrator
FNZ —Basingstoke
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Business Admin Assistant
Eight Financial Advice —Marlow
- £28,000 a year
- Full-time
- Hybrid work
- Computer literacy
- No experience needed
- Data entry
- Employee assistance programme
Quick apply
8d
Business Administrator / Adviser Support (Part Time)
ES/SDL Financial —Aldershot
- From £12.71 an hour
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
14d
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Trainee Mortgage Adviser / Paraplanner
Loans Warehouse —Watford
- £23,500 - £25,000 a year
- Overtime
- CRM software
- Customer service
- Organisational skills
- Free parking
- Life insurance
Quick apply
4d
Paraplanning Administrator (IFA)
EJS Financial Planners Ltd —High Wycombe
- £30,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
- Life insurance
Quick apply
3d
Part Time Paraplanner
Merryoaks Property Finance —Fleet
- £20,000 - £25,000 a year
- Part-time
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Outlook
- Work from home
Quick apply
1d
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Organisational skills
Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Quality control
- Mentoring
- Employee discount
- Referral programme
Senior Paraplanner – Level 6 (Chartered)
Laithwaite Financial Services —Woking
- Part-time
- Communication skills
- Free parking
- Annual leave
14d
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
Technical Administrator
Harding Financial —Shalford
- £25,000 - £28,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- Organisational skills
Senior Pensions Administrator (Insurance)
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Microsoft Word
- Computer literacy
- Mentoring
- Employee discount
- Referral programme
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Microsoft Word
- Communication skills
- Referral programme
Client Services Administrator
Outsourced Professional Administration Ltd —St Albans
- £26,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- In-person
- Life insurance
- Sick pay
Quick apply
8d

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Trainee Financial Advisor with paraplanning experiance

Robertsons & Crawford
Wokingham

Quick apply

Job details

Full-time
£30,000 - £34,000 a year
11 days ago

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial Conduct Authority guidelines
Pension
Driving Licence
Client engagement
English
Relationship management
Communication skills

Full job description

Robertsons & Crawford Ltd, a dynamic, established & fast-growing IFA firm in Wokingham specialising in pensions and investments & IHT planning. We’re currently expanding our advisory team and are looking to appoint an additional Trainee advisor to join our team.

The Role

Initially to support the adviser team in servicing an existing book of business focussing on individual & corporate clients in the region. Assisting in the provision of expert personal, holistic advice to our clients in planning their financial futures whilst guiding them in tax efficiencies & prudent investment choices, while at all times upholding the principles of the firm.

Initially this will be an office-based position with the potential for flexible working hours as you grow in experience & confidence.

This position would suit someone with some experience in pensions & investments, who would like to move into an advisor role.

Minimum requirements

· Level 4 diploma in Regulated Financial Planning or equivalent (or working towards)

· Two years’ experience working within a pensions & investments environment with paraplanning experiance

· A full, unendorsed UK driver’s licence

· Meet all requirements of the FCA fit & proper regulations

· Contactable references

· Candidates based regionally to Wokingham will be given preference.

Personal Attributes

· Tact, trustworthiness & diplomacy

· Exceptional written and verbal communication skills and a strong command of the English language.

· Experience of a variety of software would be beneficial (ie Intelliflo, MS Office, etc…).

· Be comfortable working on own initiative, setting and managing personal goals, directing workflow, and managing often conflicting deadlines.

· Pride in providing excellent service to clients.

· Detail orientated.

· Have active listening skills.

· Be empathetic.

· Be analytically minded.

· Have a full, unendorsed UK Driving License and preferably your own vehicle.

· Have an ethical and customer-focused approach.

Key tasks & Skills:

· Arranging client review meetings, either within an office environment or in clients’ home or business premises.

· Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims.

· Analysis of information and preparing solutions best suited to individual clients’ requirements.

· Assisting clients in making informed decisions.

· Maintaining positive and profitable long-term relationships with new & existing clients

· Maintaining up to date knowledge of financial products, tax and legislation.

· Upholding and promoting the ideals of the company

Salary & Benefits:

Defined career path to full CAS position

Pleasant working conditions in a small Wokingham based office

Basic salary plus additional fees on new business introduced (uncapped). Potential to earn upwards of £50k annually

Annual Leave: 28 days (pro rata)

Company pension scheme

Financial support for additional qualifications/study

Job Type: Full-time

Pay: £30,000.00-£34,000.00 per year

Experience:

Pensions & Investment: 2 years (required)
paraplanning in a pensions/investment environment: 1 year (required)

Licence/Certification:

diploma in Financial Planning or are you working towards it (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory support occupations jobs in bray, brk

Trainee Financial Advisor with paraplanning experiance

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