Financial advisor Work, Jobs in Barkham, Brk (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
Service Advisor Basingstoke JLR
South East Motors —Basingstoke
- £31,500 - £33,000 a year
- Full-time
- Organisational skills
- Cleaning
- In-person
Quick apply
Senior Healthy Lifestyle Advisor
ICE Creates —Reading
- £28,000 a year
- Weekend availability
- Hybrid work
- CRM software
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
4d
Healthy Lifestyle Advisor
ICE Creates —Reading
- £26,227.50 a year
- Weekend availability
- Hybrid work
- CRM software
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
4d
VodafoneThree - Service Desk Adviser
Vodafone —Farnborough
- Weekend availability
- Employee discount
Private Banking Executive
Barclays —Reading
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
7d
HR Business Partner - Fixed term contract
Invesco —Henley on Thames
- Full-time
- Data analysis skills
- Analysis skills
- Bachelor's degree
- Annual leave
- Life insurance
11d
Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
Head of Data & Analytics
Practice Plus Group IUC —Reading
- Up to £90,000 a year
- Remote
- No degree
- AI
2d
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
9d
Finance Director (Hybrid/ Full or Part time/High Wycombe)
Techlabs London —High Wycombe
- Hybrid work
- Team management
- Leadership
- Communication skills
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
Service Advisor
Marshall Motor Group —Reading
- £31,958 a year
- Front desk
- Communication skills
- Annual leave
- Employee discount
Quick apply
Complaints Advisor
Thames Water Utilites —Arborfield
- £26,000 - £30,000 a year
- Full-time
- Computer skills
- Communication skills
- Negotiation
- Annual leave
14h
Corporate Business Analyst
M&G plc —Reading
- Full-time
- Team management
- Recruiting
- Annual leave
Senior Technical Account Manager & IT Service Delivery Manager
DXC Technology —Farnborough
- Full-time
- Team management
- In-person
- Communication skills
Customer Sales Advisor
Halfords —Bracknell
- £11.28 - £13.14 an hour
- Part-time
- Customer service
- Retail sales
- Store discount
- Health & wellbeing programme
11d
Parts Advisor
Alliance Automotive Group LV —Newbury
- Customer service
- Communication skills
- Employee discount
Quick apply
VodafoneThree - Employee Relations Lead
Vodafone —Newbury
- Full-time
- Hybrid work
- Analysis skills
- Continuous improvement
- Communication skills
- Employee discount
Pre-Sales Engineer
BCN Group —Reading
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Presentation skills
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
3d

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

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

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. We are only considering candidates that have prior experience working in a Pensions and Investments environment.

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 advisor jobs in barkham, brk

Trainee Financial Advisor

Service Advisor Basingstoke JLR

Senior Healthy Lifestyle Advisor

Healthy Lifestyle Advisor

VodafoneThree - Service Desk Adviser

Private Banking Executive

HR Business Partner - Fixed term contract

Customer Relationship Manager

Head of Data & Analytics

Paraplanning Administrator (IFA)

Finance Director (Hybrid/ Full or Part time/High Wycombe)

Junior Commercial Advisor

Service Advisor

Complaints Advisor

Corporate Business Analyst

Senior Technical Account Manager & IT Service Delivery Manager

Customer Sales Advisor

Parts Advisor

VodafoneThree - Employee Relations Lead

Pre-Sales Engineer

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

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected