Client advisor Work, Jobs in Cookham (with Salaries)

Financial Advisor
AFH Wealth Management Cookham —Maidenhead
- £50,000.00 - £98,160.52 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
- Free parking
Quick apply
1h
Customer Success Co-ordinator
Mears Group —Hammersmith and Fulham
- Up to £37,686.25 a year
- Monday to Friday
- CRM software
- Customer service
- Microsoft Office
- Employee assistance programme
- Referral programme
Health & Safety Advisor
Equans —High Wycombe
- Microsoft Powerpoint
- Construction
- Annual leave
- Employee assistance programme
Showroom & Client Experience Advisor
Lewis Home Renovations —Beaconsfield
- £24,420 - £30,748 a year
- CAD
- Microsoft Office
- In-person
- Free parking
- Flexible schedule
Quick apply
7d
Mortgage Advisor
The Mortgage Experts —Leighton Buzzard
- £60,000 - £100,000 a year
- Remote
Quick apply
Customer Service Advisor
Barclays —High Wycombe
- £26,700 a year
- Weekend availability
- Customer service
- Administrative experience
- Banking
- Life insurance
6d
Virtual Personal Assistant (Night)
Comxo —Datchet
- £22,031 a year
- Weekend availability
- Remote
- Microsoft Word
- Hospitality
- Microsoft Excel
Luxury Client Sales Advisor– Richard Quinn (Liberty London Concession)
Richard Quinn —London
- £13.90 - £14.00 an hour
- Temporary
- Sales
- Customer service
- Merchandising
Quick apply
1d
Facilities Team Leader
BRC Jobs —Bracknell
- £36,390 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Customer Service Advisor
AmWorld —Slough
- Up to £29,500 a year
- Full-time
- Customer service
- Computer literacy
- English
- Free parking
- Store discount
Quick apply
Senior Technical Writer
Eckoh —Hemel Hempstead
- From £60,000 a year
- Full-time
- Hybrid work
- English
- Driving
- APIs
- Free parking
- Life insurance
Quick apply
Real time Analyst
ArvatoConnect —Datchet
- £29,274 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
6d
Client Relationship Advisor
NHSProfessionals —Reading
- £26,500 a year
- Monday to Friday
- Customer service
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
4d
Telesales Agent
5G Communications Ltd. —High Wycombe
- £18,000 - £50,000 a year
- Part-time
- Sales
Call Handler
United Infrastructure —Thame
- Full-time
- Microsoft Outlook
- Customer service
- Communication skills
Quick apply
HR Administrator
Flatpay —London
- Administrative experience
- Human resources
- Annual leave
Quick apply
5d
Membership Sales Advisor
The Massage Company —High Wycombe
- £13 an hour
- Weekend availability
- Sales
- Customer service
- English
Customer Service Advisor
Chime Housing —Watford
- £30,386 a year
- Full-time
- Customer service
- Front desk
- Communication skills
- Annual leave
11d
Beauty Sales Consultant / Advisor/ Sales Associate for Biologique Recherche
Biologique Recherche —London
- Up to £40,000 a year
- Weekend availability
- Sales
- Customer service
- In-person
- Store discount
- Employee discount
Quick apply
UK Associate - Spanish Speaker
Orbit Partners —London
- £40,000 - £45,000 a year
- Hybrid work
- Spanish
- Sales
- English

I want to receive the latest job alerts for client advisor in cookham

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

client advisor jobs near cookham

Financial Advisor

AFH Wealth Management Cookham
Maidenhead

Quick apply

Job details

Full-time
£50,000.00 - £98,160.52 a year
1 hour ago

Benefits

Free parking
On-site parking

Qualifications

Financial planning
GCSE
Financial services
Communication skills
Certificate in Insurance

Full job description

Job Summary
We are seeking a dedicated and knowledgeable Financial Advisor to join our team. In this role, you will provide expert financial guidance and planning services to clients, helping them achieve their financial goals through tailored strategies. The ideal candidate will possess a strong understanding of financial services and planning, with excellent interpersonal skills to build lasting client relationships. This position offers an opportunity to work in a dynamic environment where your expertise can make a meaningful difference in clients’ financial well-being.

Responsibilities

Develop personalised financial plans based on clients’ individual circumstances, goals, and risk tolerance
Analyse clients’ financial data and provide strategic advice on investments, savings, retirement planning, and insurance options
Maintain up-to-date knowledge of financial products, market trends, and regulatory changes to ensure compliant advice
Build and sustain long-term relationships with clients through regular reviews and ongoing support
Assist clients in understanding complex financial concepts in a clear and accessible manner
Collaborate with other professionals such as accountants or legal advisors to deliver comprehensive financial solutions
Conduct seminars or workshops to educate clients and prospects about financial planning topics

Qualifications

Proven experience in the financial services sector, with a focus on financial planning preferred
Strong understanding of investment strategies, insurance products, tax laws, and retirement planning
Excellent communication skills with the ability to explain complex concepts simply and effectively
Professional qualifications such as Diploma in Financial Planning (DipFP) or equivalent are desirable
A recognised certification or accreditation relevant to financial advising is advantageous
Organised, proactive, and capable of managing multiple client portfolios simultaneously
Valid registration with appropriate regulatory bodies is essential

This role provides an engaging career path for individuals passionate about helping others secure their financial future. Candidates should be committed to continuous professional development and delivering exceptional client service.

Pay: £50,000.00-£98,160.52 per year

Benefits:

Free parking
On-site parking

Work Location: Hybrid remote in Maidenhead SL6 3RX

Quick apply

Refine Your Search

client advisor jobs in cookham

Financial Advisor

Customer Success Co-ordinator

Health & Safety Advisor

Showroom & Client Experience Advisor

Mortgage Advisor

Customer Service Advisor

Virtual Personal Assistant (Night)

Luxury Client Sales Advisor– Richard Quinn (Liberty London Concession)

Facilities Team Leader

Customer Service Advisor

Senior Technical Writer

Real time Analyst

Client Relationship Advisor

Telesales Agent

Call Handler

HR Administrator

Membership Sales Advisor

Customer Service Advisor

Beauty Sales Consultant / Advisor/ Sales Associate for Biologique Recherche

UK Associate - Spanish Speaker

I want to receive the latest job alerts for client advisor in cookham

Related Searches

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected