Financial advisory occupations Work, Jobs in Bracknell Forest, Brk (with Salaries)

Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Quick apply
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
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
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
7d
Associate Director Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Communication skills
Quick apply
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Microsoft Office
8d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Financial Administrator (East Molesey)
Perspective Financial Group —East Molesey
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Paraplanner
RGH‑Global Limited —Ascot
- £35,000 - £45,000 a year
- Full-time
- Analysis skills
- Communication skills
12d
Protection Case Handler
Connells Group —Camberley
- Full-time
- Customer service
- Financial services
- Communication skills
- Employee assistance programme
- Employee discount
Quick apply
8d
Apprentice Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
14d
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Senior paraplanner
Laithwaite Financial Services —Woking
- Up to £50,000 a year
- Part-time
- English
- Microsoft Office
- Free parking
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Senior Pensions Administrator (Insurance)
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme

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financial advisory occupations jobs near bracknell forest, brk

Partner Financial Planning

Evelyn Partners -
Bracknell

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Business development
Mentoring
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next.

Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

What will you be doing?

We’re seeking a talented individual to join our Financial Planning team in the Reading/M4 Corridor - based out of our Bracknell office. Whilst there is a requirement to go into the office from time to time it would be ideal to be based in the Reading area.

As a Partner Financial Planning, your responsibilities will include among others:-

To build and develop trusted relationships with current and potential clients. To be responsible for delivering Financial Planning and Wealth Management advice. To work within the context of an agreed business plan. All advice given to clients must be suitable, tailored and personalised to the client and in line with advice and control policies. Be strategically aligned to the Company's goals and objectives, and act as ambassadors for the company at all times, having a clear understanding of the strategic place in the advice market. To contribute to the wider business through sharing of experience and knowledge via forums, training and development sessions.

Qualifications

Key Responsibilities

To look after and support client needs
To build new client relationships and maintain and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’ needs
To ensure clients have the right advice to achieve their financial objectives, while understand and considering the impact of factors such as retirement planning, inheritance, and tax efficiency for individual clients
To ensure client reviews are undertaken at least annually in line with clients’ changing risk attitudes and strategic requirements
To work in partnership with Investment Management (IM) and Professional Services (PS) colleagues to develop client relationships
To build and maintain COIs to initiate and nurture close relationships with professional advisers
Maintain the New Business Pipeline (NBP) and ensure all values and dates are up to date
Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
To motivate, coach and develop team members to enable them to achieve their responsibilities and accountabilities as documented in their job profiles and Business Plans, taking into account business specialisms and development areas
Team Heads only * Undertakes supervision of direct reports, ensuring T&C regulations and Evelyn Partners suitability processes are adhered to and all documentation requirements completed and submitted

Skills, Experience & Qualifications

Business acumen together with experience in developing and implementing business plans Required
Proven track record of successful business development Required
Proven ability to deal with new and existing clients on a fee basis Required
Ability to understand and communicate advice practices and processes clearly and effectively. Required
Ability to analyse client information and highlight requirements to make suitable recommendations Required
Technical/product knowledge and effective communication of wide ranging holistic financial planning strategies & solutions Required
A strong ethic of client and customer service Required
Ability to work under pressure and to prioritise work Required
Excellent communication skills both written and verbal Required
Proven ability in mentoring, training and developing adviser colleagues Required
Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business Required

Professional Qualifications and Education

Holds a relevant level 4 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing

Additional Information

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

financial advisory occupations jobs in bracknell forest, brk

Partner Financial Planning

Financial Planning Administrator

Financial Advisor

Wealth Manager

Associate Director Financial Planning

Client Executive

Financial Planner - Surrey

Financial Administrator (Home Counties)

Paraplanner (Remote)

Paraplanner

Financial Adviser (Stokenchurch)

Financial Administrator (East Molesey)

Paraplanner

Protection Case Handler

Apprentice Pensions Administrator

Financial Planning Administrator - 12-month FTC

Senior paraplanner

Senior Paraplanner

Pensions Administrator

Senior Pensions Administrator (Insurance)

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