Client advisor Work, Jobs in Send, Eng (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
AI Consultant - Principal
IQVIA —London
- Azure
- Master's degree
- Business development
Treatment Co-Ordinator
Surrey Orthodontics (Godalming) Ltd —Godalming
- Sales
- Business development
- In-person
Quick apply
12d
Talent Development Partner
Pinnacle Group —London
- £45,000 a year
- Hybrid work
- Hospitality
- Management
- Travel
- Annual leave
- Employee assistance programme
Quick apply
Client Engagement Manager
Monotype —London
- Full-time
- Analysis skills
- Travel
- Mentoring
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
Mortgage Advisor
The Mortgage Experts —Horsham
- £60,000 - £100,000 a year
- Remote
Quick apply
Customer Service Advisor
Barclays —Guildford
- £26,700 a year
- Weekend availability
- Customer service
- Administrative experience
- Banking
- Life insurance
12d
Technical Success Consultant
Commusoft —London
- £37,000 a year
- Full-time
- Hybrid work
- Project management
- Communication skills
- Negotiation
Vice President, Global Bid Management
NTT Global Data Centers —London
- £250,000 - £375,000 a year
- Full-time
- Remote
- AI
- Business
- Leadership
MIU MIU Client Advisor Shoes, Harrods
Prada —London
- Customer service
- English
- Communication skills
Senior Consultant
VFS SPV Ltd —London
- £55,000 - £75,000 a year
- Full-time
- Engineering
- English
- Master's degree
- Free parking
Quick apply
13d
GUCCI Client Advisor, Harrods
Gucci —London
- Weekend availability
- Hospitality
- Sales
- English
11d
Stocktaker - Guildford
nGeneration —Guildford
- £26,500 - £28,500 a year
- Weekend availability
- Bar
- Microsoft Excel
- Customer service
Quick apply
PSG Program Senior Director
Boston Consulting Group —London
- £195,000 - £227,500 a year
- Full-time
- Leadership
- Profit sharing
- Annual leave
Client Advisor
KITH —London
- £14.42 an hour
- Weekend availability
- Customer service
- Communication skills
- Retail sales
JUNIOR SALES ADVISOR
Verisure Services (UK) Limited —Guildford
- £3,800 a month
- Full-time
- Sales
Quick apply
Client Partner (New Business) – Banking & Financial Markets
CGI —London
- Full-time
- Sales
- Negotiation
Quick apply
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
Personal Assistant - 12 month FTC
Simon-Kucher & Partners —London
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Work from home
6d

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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 send, eng

Financial Advisor

AI Consultant - Principal

Treatment Co-Ordinator

Talent Development Partner

Client Engagement Manager

Customer Success Co-ordinator

Mortgage Advisor

Customer Service Advisor

Technical Success Consultant

Vice President, Global Bid Management

MIU MIU Client Advisor Shoes, Harrods

Senior Consultant

GUCCI Client Advisor, Harrods

Stocktaker - Guildford

PSG Program Senior Director

Client Advisor

JUNIOR SALES ADVISOR

Client Partner (New Business) – Banking & Financial Markets

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

Personal Assistant - 12 month FTC

I want to receive the latest job alerts for client advisor in send, eng

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