Wealth management advisor Work, Jobs in Maidenhead, 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
Human Resources Graduate
Stanley Black & Decker —Maidenhead
- Full-time
- Hybrid work
- English
- Master's degree
- Bachelor's degree
Customer Service Team Leader
Tracker —Uxbridge
- Hybrid work
- Management
- Customer service
- Supervising experience
4d
HR Advisor
Forsters —London
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Associate, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Managing Consultant - FS - AI
PA Consulting —London
- Full-time
- Hybrid work
- IT
- AI
Quick apply
Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London
Houlihan Lokey —London
- Full-time
- Hybrid work
- Microsoft Excel
- Master's degree
- Analysis skills
Care Supervisor
McCarthy & Stone —Fleet
- £12.65 - £16.25 an hour
- Part-time
- In-person
- Employee discount
- Life insurance
Quick apply
5d
Associate, Employment & Partnerships (ideally 2 -4 years PQE)
Forsters —London
- Full-time
- Business development
- IT
2d
Senior Retail Sales Advisor
Brewers Decorator Centres —Battersea
- Sales
- Customer service
- Communication skills
- Employee assistance programme
9d
Private Banker
Revolut —London
- English
- Communication skills
- Banking
Risk Lawyer, Risk and Compliance
Forsters —London
- Part-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Office
Product UX/UI Designer
Dazzle: Commercial & Office Cleaning | London —London
- Hybrid work
- Master's degree
- Bachelor's degree
- Communication skills
Quick apply
Accounting and Financial Reporting Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Supervising experience
Tax Director - Watford
Xeinadin —Watford
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Private Banker - French
Revolut —London
- English
- Communication skills
- Banking
Private Clients Partnerships Manager
Moneycorp —London
- Full-time
- Hybrid work
- CRM software
- Sales
- Microsoft Office
Backend engineer (Fin-tech)
Dazzle: Commercial & Office Cleaning | London —London
- Hybrid work
- Computer Science
- DevOps
- Engineering
Quick apply
Managing Consultant - Architecture within Consumer and Manufacturing
PA Consulting —London
- Full-time
- Hybrid work
- Azure
- Oracle
- Business development
- Annual leave
Quick apply

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wealth management advisor jobs near maidenhead, brk

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

wealth management advisor jobs in maidenhead, brk

Financial Advisor

Human Resources Graduate

Customer Service Team Leader

HR Advisor

Financial Planner - Surrey

Associate, Portfolio Valuation and Fund Advisory (Structured Products) - London

Managing Consultant - FS - AI

Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - London

Care Supervisor

Associate, Employment & Partnerships (ideally 2 -4 years PQE)

Senior Retail Sales Advisor

Private Banker

Risk Lawyer, Risk and Compliance

Product UX/UI Designer

Accounting and Financial Reporting Manager

Tax Director - Watford

Private Banker - French

Private Clients Partnerships Manager

Backend engineer (Fin-tech)

Managing Consultant - Architecture within Consumer and Manufacturing

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