Financial advisory occupations Work, Jobs in Chieveley, 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
5d
Financial Administrator
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Financial Services Administrator
Scott Financial Limited —Fleet
- Up to £29,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Quick apply
Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Travel
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme
Paraplanner (Marlborough)
Perspective Financial Group —Marlborough
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Paraplanner
Scott Financial Limited —Fleet
- Up to £40,000 a year
- Part-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Free parking
Quick apply
Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Quick apply
Paraplanner (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Microsoft Powerpoint
- Communication skills
- Referral programme
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
14d
Business Admin Assistant
Eight Financial Advice —Marlow
- £28,000 - £29,000 a year
- Full-time
- Hybrid work
- Computer literacy
- No experience needed
- Data entry
- Employee assistance programme
Quick apply
7d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Apprentice Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
3d
Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
5d
Senior Pensions Administrator (Insurance)
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Associate Director Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Communication skills
Quick apply
Protection Paraplanner
Placing Faces —Marlow
- £28,000 - £33,000 a year
- Full-time
- Hybrid work
- Case management
- Organisational skills
Senior Pension Administrator
First Actuarial —Basingstoke
- Hybrid work
- Microsoft Excel
- Communication skills
- Employee stock purchase plan
- Life insurance

I want to receive the latest job alerts for financial advisory occupations in chieveley, brk

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

Explore jobs in more locations

financial advisory occupations jobs near chieveley, brk

Financial Advisor

AFH Wealth Management Cookham
Maidenhead

Quick apply

Job details

Full-time
£50,000.00 - £98,160.52 a year
5 days 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

financial advisory occupations jobs in chieveley, brk

Financial Advisor

Financial Administrator

Financial Services Administrator

Financial Planner

Financial Adviser (Stokenchurch)

Paraplanner (Marlborough)

Paraplanner

Partner Financial Planning

Paraplanner (Stokenchurch)

Financial Planning Administrator

Business Admin Assistant

Paraplanner

Apprentice Pensions Administrator

Pensions Administrator

Senior Pensions Administrator (Insurance)

Client Executive

Associate Director Financial Planning

Protection Paraplanner

Senior Pension Administrator

I want to receive the latest job alerts for financial advisory occupations in chieveley, brk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected