Financial advisor Work, Jobs in Reading, Eng (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
Tesco Travel Money Advisor
Travelex —Reading
- £13.50 an hour
- Overtime
- Employee discount
Sales Advisor/ Retailer Advisor
BROAD STREET MALL —Reading
- £12.40 an hour
- Customer service
- Cleaning
Financial Reporting Assistant Manager
Grant Thornton UK LLP —Reading
- Full-time
- Hybrid work
- Mentoring
Customer Sales Advisor
Halfords —Reading
- £11.28 - £13.14 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
14h
Private Banking Executive
Barclays —Reading
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
12h
Health Advisor
Bupa —Reading
- £30,200 a year
- Full-time
- Customer service
- Gym membership
- Life insurance
Quick apply
1d
Investment Manager
Maven Capital Partners UK —Reading
- Full-time
- Business development
- Organisational skills
- Communication skills
- Paid training
- Annual leave
Service Advisor Basingstoke JLR
South East Motors —Basingstoke
- £31,500 - £33,000 a year
- Full-time
- Organisational skills
- Cleaning
- In-person
Quick apply
Head of Professional Services
TIEVA —Reading
- Full-time
- Hybrid work
- Team management
- Conflict management
- Free parking
- Employee assistance programme
Quick apply
Virtual Personal Assistant (Night)
Comxo —Datchet
- £22,031 - £25,031 a year
- Weekend availability
- Remote
- Microsoft Word
- English
Junior Commercial Advisor
Verisure Services (UK) Limited —Reading
- £3,800 - £6,000 a month
- Full-time
- Sales
- In-person
- Employee discount
- Referral programme
Quick apply
Financial Controller
Glenholme Specialist Healthcare —Eton
- £70,000 - £75,000 a year
- Full-time
- Leadership
- Communication skills
Quick apply
10d
Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
8d
Business Development Manager - Cloud Pathway - UK
Fortinet —Reading
- Full-time
- Azure
- Business development
- Analysis skills
Strategic Account Manager (B2B Software Technology or Professional Services)
Seequent —Reading
- Hybrid work
- Master's degree
- Business
- Communication skills
Director – Project Management - Global VAT Compliance & Reporting (GVCR)
RSM UK —Reading
- Full-time
- Hybrid work
- Continuous improvement
- Accounting
- Mentoring
Head/Director Business Consulting
SITA Switzerland Sarl —Reading
- Full-time
- Hybrid work
- Management
- Master's degree
- Business
- Work from home
- Employee assistance programme
Customer Service Advisor
Creseada International UK —Slough Trading Estate
- £25,420.00 - £39,790.02 a year
- Full-time
- CRM software
- Analysis skills
- Financial services
Quick apply
Sales Advisor
Zohra Marketing —Slough
- Full-time
- Customer service
- English
- Driving
- Flexible schedule
Quick apply
6d

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financial advisor jobs near reading, eng

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 advisor jobs in reading, eng

Trainee Financial Advisor with paraplanning experiance

Tesco Travel Money Advisor

Sales Advisor/ Retailer Advisor

Financial Reporting Assistant Manager

Customer Sales Advisor

Private Banking Executive

Health Advisor

Investment Manager

Service Advisor Basingstoke JLR

Head of Professional Services

Virtual Personal Assistant (Night)

Junior Commercial Advisor

Financial Controller

Customer Relationship Manager

Business Development Manager - Cloud Pathway - UK

Strategic Account Manager (B2B Software Technology or Professional Services)

Director – Project Management - Global VAT Compliance & Reporting (GVCR)

Head/Director Business Consulting

Customer Service Advisor

Sales Advisor

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