Financial advisor Work, Jobs in Binfield, Brk (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
Retail Travel Advisor
TUI —Bracknell
- From £13.09 an hour
- Weekend availability
- Customer service
- Employee discount
6d
Sales Development Coach
MotorEasy —Reading
- £40,000 - £55,000 a year
- Full-time
- Sales
- Mentoring
- Financial services
- Health & wellbeing programme
Quick apply
8d
Employee Relations Advisor
Bidfood —Slough
- From £36,000 a year
- Remote
- Employee discount
14d
Financial Risk and Compliance Department Manager
Honda —Bracknell
- Full-time
- Hybrid work
- English
- Organisational skills
- IT
- Flexitime
- Work from home
7d
Employee Relations Advisor
BAE Systems —Frimley
- £45,000 a year
- Travel
1d
Head of Information Security, Risk and Compliance
TravelodgeHotels —Thame
- Up to £110,000 a year
- Hybrid work
- Project management
- Travel
- Business
- Employee discount
Quick apply
Mortgage Advisor
The Mortgage Experts —Reading
- £60,000 - £100,000 a year
- Remote
L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Reading (15 Hours)
l'Oréal —Reading
- Part-time
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
3d
Facilities Team Leader
BRC Jobs —Bracknell
- £36,390 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
1d
Virtual Personal Assistant (Night)
Comxo —Datchet
- £22,031 a year
- Weekend availability
- Remote
- Microsoft Word
- Hospitality
- Microsoft Excel
Accounts Payable Assistant, Soho Home - 24 hours per week
Soho House & Co. —London
- Part-time
- Microsoft Excel
- Analysis skills
- Employee discount
Quick apply
Insurance Advisor
Howden Group Holdings —Camberley
- Full-time
- Hybrid work
- Employee discount
VAT Advisor
RBCVAT Limited —Reading
- £45,000 - £60,000 a year
- Full-time
- In-person
- Tax experience
Quick apply
8d
Sales Advisor/ Retailer Advisor
BROAD STREET MALL —Reading
- £12.40 an hour
- Customer service
Financial Controller
Intelli-Park —Wooburn
- £75,000 a year
- Full-time
- Microsoft Excel
- Mentoring
Quick apply
Manual Handling Advisor
Healthcare Partners Ltd —Guildford
- £33,678 - £40,996 a year
- Part-time
- Negotiation
3d
Sales Advisor
The Perfume Shop —Reading
- £8.81 - £13.04 an hour
- Sales
- IT
- Employee discount
Real-time Analyst
ArvatoConnect —Datchet
- £29,274 a year
- Full-time
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee discount
2d
Customer Services Advisor
Halfords —Maidenhead
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount

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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

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

financial advisor jobs in binfield, brk

Financial Advisor

Retail Travel Advisor

Sales Development Coach

Employee Relations Advisor

Financial Risk and Compliance Department Manager

Employee Relations Advisor

Head of Information Security, Risk and Compliance

Mortgage Advisor

L'Oréal Luxe Multi-Brand Beauty Advisor, Boots Reading (15 Hours)

Facilities Team Leader

Virtual Personal Assistant (Night)

Accounts Payable Assistant, Soho Home - 24 hours per week

Insurance Advisor

VAT Advisor

Sales Advisor/ Retailer Advisor

Financial Controller

Manual Handling Advisor

Sales Advisor

Real-time Analyst

Customer Services Advisor

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

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