Financial adviser Work, Jobs in Reading, Eng (with Salaries)

Trainee Financial Advisor
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
Hotel Investment and Acquisitions Analyst
Signet Collection - Head Office —Newbury
- £40,000 - £50,000 a year
- Full-time
- Microsoft Powerpoint
- Hotel
- Travel
- Free parking
- Employee assistance programme
Quick apply
10d
Legal PA - Employment
Shoosmiths —Thames Valley
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Corporate Business Analyst
M&G plc —Reading
- Full-time
- Team management
- Recruiting
- Annual leave
Graduate Trainee
LilleyCo Financial Services —Hungerford
- £25,000 - £35,000 a year
- Full-time
- Hybrid work
- Financial services
- Communication skills
Quick apply
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
6d
Acquisitions Analyst
Attivo Group —Reading
- Up to £40,000 a year
- Full-time
- Hybrid work
- Analysis skills
- Accounting
- Communication skills
- Work from home
Quick apply
13h
WPS Project Manager (fixed term)
M&G plc —Reading
- Full-time
- Continuous improvement
- Communication skills
- Annual leave
4d
Support Desk Representative
Dynamic Planner —Reading
- Hybrid work
- Salesforce
- Writing skills
- Financial services
12d
Head of Demand Generation
Dynamic Planner —Reading
- Part-time
- Hybrid work
- Marketing
- Team management
- No degree
12d
Client Portfolio Manager, EMEA Asset Allocation
Invesco —Henley on Thames
- Full-time
- Business development
- Travel
- Communication skills
- Annual leave
- Life insurance
13d
Business Tax ATT-CTA Trainee
Menzies LLP —Woking
- £29,000 a year
- Hybrid work
- Communication skills
- Employee assistance programme
7d
Press Officer
Dynamic Planner —Reading
- Full-time
- Hybrid work
- Financial services
- AI
- Internship
12d
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- CRM software
- Organisational skills
- Communication skills
- Employee assistance programme
Quick apply
Lead Pricing Scientist - Hybrid Working
Punter Southall Group —Reading
- Full-time
- Hybrid work
- AI
- Business
- Communication skills
5d
Financial Accountant (University Chest, Trusts and Investments)
University of Oxford —Oxford
- £56,623 - £65,336 a year
- Full-time
- Hybrid work
- Supervising experience
- University
- Leadership
- Annual leave
6d
NetSuite Consultant Remote Working (Fleet
Nolan Business Solutions —Fleet
- Remote
- CRM software
- English
- Analysis skills
- Free parking
- Employee assistance programme
Senior Content Marketing Manager
Dynamic Planner —Reading
- Hybrid work
- Financial services
- AI
5d
Procurement Coordinator
Evenlode Landscape Recovery Limited —Oxford
- £30,000 - £34,000 a year
- Full-time
- Hybrid work
- Travel
- Contracts
- Annual leave
- Flexitime
Quick apply
Senior Paraplanner – Level 4
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- Analysis skills
- Communication skills
- Free parking
- Annual leave

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Trainee Financial Advisor

Robertsons & Crawford
Wokingham

Quick apply

Job details

Full-time
£30,000 - £34,000 a year

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 experience in pensions & investments, who would like to move into an advisor role.

Minimum requirements

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

· Experience working within a pensions & investments environment

· 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 (preferred)

Licence/Certification:

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

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in reading, eng

Trainee Financial Advisor

Hotel Investment and Acquisitions Analyst

Legal PA - Employment

Corporate Business Analyst

Graduate Trainee

Paraplanning Administrator (IFA)

Acquisitions Analyst

WPS Project Manager (fixed term)

Support Desk Representative

Head of Demand Generation

Client Portfolio Manager, EMEA Asset Allocation

Business Tax ATT-CTA Trainee

Press Officer

Client Executive

Lead Pricing Scientist - Hybrid Working

Financial Accountant (University Chest, Trusts and Investments)

NetSuite Consultant Remote Working (Fleet

Senior Content Marketing Manager

Procurement Coordinator

Senior Paraplanner – Level 4

I want to receive the latest job alerts for financial adviser in reading, eng

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