financial advisor Work, Jobs in englefield, brk (with Salaries)

Enhanced Due Diligence Advisor
Lifetime Legal Ltd —Wokingham
- From £28,500 a year
- Full-time
- Accounting
- In-person
- Communication skills
- Free parking
- Store discount
Quick apply
Insurance Advisor
Howden Group Holdings —Newbury
- Full-time
- Hybrid work
- Employee discount
Mortgage Advisor
The Mortgage Experts —Reading
- £60,000 - £100,000 a year
- Remote
Sales Advisor/ Retailer Advisor
BROAD STREET MALL —Reading
- £12.40 an hour
- Customer service
Employee Relations Advisor
Bidfood —Slough
- From £36,000 a year
- Remote
- Employee discount
10d
VAT Advisor
RBCVAT Limited —Reading
- £45,000 - £60,000 a year
- Full-time
- In-person
- Tax experience
Quick apply
4d
Parts Advisor
Marshall Motor Group —Reading
- £33,065 a year
- Annual leave
- Employee discount
Quick apply
Finance Business Analyst/Manager
Gist Limited —Thatcham
- £55,000 a year
- Full-time
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
12d
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
Junior Commercial Advisor
Verisure Services (UK) Limited —Reading
- £3,800 - £6,000 a month
- Full-time
- In-person
- Employee discount
- Referral programme
Quick apply
Due Diligence Manager
RSM UK —Reading
- Full-time
Centre Manager
Halfords —Reading
- £42,000 - £53,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
- Employee assistance programme
- Employee discount
5d
Sales Development Coach
MotorEasy —Reading
- £40,000 - £55,000 a year
- Full-time
- Sales
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
4d
Energy Economist
Centrica —Windsor
- Analysis skills
Customer Support Advisor
Hellios Information Limited —Oxford
- £26,250 - £27,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Customer service
- Computer literacy
- Free parking
- Work from home
Quick apply
10d
AAT Trainee Accountant Apprenticeship
Menzies LLP —Woking
- £25,000 a year
- Hybrid work
- English
- Accounting
- IT
- Employee assistance programme
Retailer Support Advisor
Castle Trust Bank —Basingstoke
- £26,500 a year
- Full-time
- Customer service
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
Financial Reporting Assistant Manager
Grant Thornton UK LLP —Reading
- Full-time
- Hybrid work
- Project management
- Accounting
- Mentoring
Contract Commercial Manager (Defence)
BT Group —Reading
- Contracts
Senior Customer Advisor -Financial Sector
SAS —Marlow
- Sales
- Travel
- Financial services
2d

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Enhanced Due Diligence Advisor

Lifetime Legal Ltd -
Wokingham

Quick apply

Job details

Permanent | Full-time
From £28,500 a year

Benefits

Free parking
Store discount
Health & wellbeing programme
Company pension
Work from home
Private medical insurance
Employee discount
Referral programme
On-site parking

Qualifications

Regulatory reporting
Compliance management
Accounting
Communication skills
Banking
Internal audits

Full job description

Starting Salary: £28,500 per annum

Enhanced Due Diligence (EDD) Advisor

NO AGENCY RECRUITMENT CONTACT PLEASE

Location: Wokingham
Full-time | Permanent

About the role

We’re looking for a detail‑focused and customer‑driven Enhanced Due Diligence (EDD) Advisor to join our Smart Compliance team. In this role, you’ll support the completion of Anti‑Money Laundering (AML) and identity verification checks in line with HMRC requirements.

You’ll review client files, assess and request documentation, speak with clients and estate agents where required, and ensure compliance packs are completed accurately and efficiently. This is a great opportunity for someone with strong attention to detail who enjoys both case‑based work and client interaction.

Full training will be provided based in our office.

What you’ll be doing

Reviewing EDD files to identify outstanding documentation
Making inbound and outbound calls to clients and estate agents (GDPR‑compliant)
Requesting, assessing and attaching legal documents to cases
Handling emails and tickets via our CRM system
Compiling and passing completed compliance packs with clear notes
Updating internal systems accurately and leaving detailed case notes
Working towards productivity, quality and audit targets
Ensuring all work meets HMRC and Smart Compliance standards

What we’re looking for

Strong attention to detail and high levels of accuracy
Confident and professional communication skills (written and verbal)
Organised, self‑motivated and able to manage a high workload
Comfortable using systems that has access to customer information
A proactive team player with a willingness to learn
Able to work well under pressure and meet targets

Previous experience in compliance, AML, administration, credit checks, mortgages, financial services is beneficial but not essential.

Why join Smart Compliance?

Full training and ongoing support
Exposure to compliance, AML and regulated processes
Clear performance expectations and development opportunities
Supportive, professional team environment
Long‑term career progression within a growing business

Interested?
If you’re looking for a role that combines attention to detail, responsibility and professional development, we’d love to hear from you.

Pay: From £28,500.00 per year

Benefits:

Company pension
Free parking
Health & wellbeing programme
On-site parking
Private medical insurance
Referral programme
Store discount
Work from home

Application question(s):

Do you live within a 45 minute commute to Wokingham?

Work Location: In person

Quick apply

Refine Your Search

financial advisor jobs in englefield, brk

Enhanced Due Diligence Advisor

Insurance Advisor

Mortgage Advisor

Sales Advisor/ Retailer Advisor

Employee Relations Advisor

VAT Advisor

Parts Advisor

Finance Business Analyst/Manager

Financial Advisor

Junior Commercial Advisor

Due Diligence Manager

Centre Manager

Sales Development Coach

Energy Economist

Customer Support Advisor

AAT Trainee Accountant Apprenticeship

Retailer Support Advisor

Financial Reporting Assistant Manager

Contract Commercial Manager (Defence)

Senior Customer Advisor -Financial Sector

I want to receive the latest job alerts for financial advisor in englefield, brk

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