Wealth management advisor Work, Jobs in Earley, 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
13d
Operations Director
BaxterStorey —Earley
- Hospitality
- Hotel
- Employee assistance programme
- Employee discount
11h
Operations Director
BaxterStorey UK —Earley
- Full-time
- Hospitality
- Hotel
- Employee assistance programme
- Employee discount
Quick apply
1d
Care Supervisor
McCarthy & Stone —Fleet
- £12.65 - £16.25 an hour
- Part-time
- Employee discount
- Life insurance
Quick apply
Care Assistant
McCarthy & Stone —Weybridge
- £14.56 an hour
- Part-time
- In-person
- Employee assistance programme
- Employee discount
Quick apply
Relief Care Assistant
McCarthy & Stone —Virginia Water
- £14.56 an hour
- Part-time
- Employee discount
- Life insurance
Quick apply
6d

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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
13 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

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wealth management advisor jobs in earley, brk

Financial Advisor

Operations Director

Operations Director

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Relief Care Assistant

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