Financial advisor and Work, Jobs in Milton Keynes, Eng (with Salaries)

Financial ADVISOR AND PLANNER
JD HABITATS LTD —Milton Keynes
- £32,498.16 - £45,800.00 a year
- Part-time
- Organisational skills
- Financial services
- In-person
- Free parking
Quick apply
6d
Mortgage Advisor
The Mortgage Experts —Bletchley
- £60,000 - £100,000 a year
- Remote
Revenues Advisor
Milton-Keynes-Council —Milton Keynes
- £28,598 - £31,022 a year
- Microsoft Office
- Communication skills
- Tax experience
- Annual leave
- Employee discount
5d
Service Advisor
Marshall Motor Group —Milton Keynes
- £33,089 a year
- Customer service
- Communication skills
- Annual leave
- Employee discount
Quick apply
Category & Sourcing Lead | S4 | CFO | Multiple Locations
A01 Santander UK plc —Milton Keynes
- £77,600 - £100,000 a year
- Full-time
- English
- Bachelor's degree
- Contracts
9d
Insurance Advisor
Howden Group Holdings —Aylesbury
- Full-time
- Hybrid work
- Employee discount
8d
Tesco Travel Money Advisor
Travelex —Leighton Buzzard
- £13.50 an hour
- Overtime
- Customer service
- Employee discount
Experienced Mortgage/Loan Advisor, Property Investment & Tax Specialist
Holtram TLPI Ltd —Milton Keynes
- Up to £65,000 a year
- Full-time
- Hybrid work
- Sales
- Customer service
- Basic maths
- Work from home
Quick apply
9d
Sales Assistant
Lindt Careers —Milton Keynes
- Bar
- Analysis skills
- IT
9d
Client Advisor - Marsh Multinational
Marsh —Milton Keynes
- Full-time
- Hybrid work
- IT
Category & Sourcing Manager | S3 | CFO | Multiple Locations | Internal Mobility
A01 Santander UK plc —Milton Keynes
- £53,500 - £80,250 a year
- Full-time
- Hybrid work
- English
- Bachelor's degree
- Contracts
7d
Finance and Commercial Manager
Mears Group —Milton Keynes
- Up to £70,000 a year
- Hybrid work
- Maintenance
- Contracts
- Leadership
- Employee assistance programme
- Referral programme
Supervisor
Lindt Careers —Milton Keynes
- Bar
- Analysis skills
- IT
9d
Trainee Mortgage Advisor
Connells Group —Milton Keynes
- Full-time
- Customer service
- Organisational skills
- Financial services
- Employee discount
Quick apply
5d
UK & EU HR Business Partner
Sonepar UK —Milton Keynes
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
17h
Forecast Analyst
MaPS —Bedford
- £46,000 a year
- Hybrid work
- Microsoft Excel
- Analysis skills
- Organisational skills
- Annual leave
- Employee assistance programme
2d
Assistant Financial Accountant Statutory Reporting
Recordati —Hemel Hempstead
- Full-time
- Hybrid work
- In-person
- Communication skills
7d
L'Oréal Luxe Multi-Brands Beauty Advisor John Lewis Milton Keynes (15 Hours)
l'Oréal —Milton Keynes
- Part-time
- Merchandising
- Administrative experience
- Annual leave
- Referral programme
Quick apply
Branch Manager
Alliance Automotive Group LV —Milton Keynes
- Windows
- Employee discount
Quick apply
Associate Director - IT and Digital Transformation
Principal Medical —Bicester
- £90,000 a year
- Part-time
- Computer Science
- Master's degree
- Bachelor's degree
7d

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Financial ADVISOR AND PLANNER

JD HABITATS LTD
Milton Keynes

Quick apply

Job details

Part-time | Full-time
£32,498.16 - £45,800.00 a year
6 days ago

Benefits

Free parking
On-site parking

Qualifications

Financial planning
Financial analysis
Organisational skills
Financial services
Certificate in Insurance

Full job description

Job Summary
We are seeking a dedicated and professional Financial Advisor and Planner to join our team. The successful candidate will provide expert financial advice and tailored planning services to clients, helping them achieve their financial goals. This role offers an excellent opportunity for individuals passionate about financial services and planning to develop their careers within a supportive environment. The position is paid and suitable for both experienced professionals and those seeking an internship in the financial sector.

Responsibilities

Analyse clients’ financial situations, including income, expenses, assets, and liabilities
Develop personalised financial plans covering investments, retirement, estate planning, tax optimisation, and risk management
Provide clear, comprehensive advice on financial products and services that align with clients’ objectives
Assist clients with ongoing financial reviews and adjustments to their plans as needed
Maintain up-to-date knowledge of market trends, financial regulations, and new products within the industry
Build strong relationships with clients through excellent communication and personalised service
Collaborate with other professionals such as accountants or legal advisors to ensure holistic financial planning

Skills

Proven experience or strong interest in Financial Services and Financial Planning
Excellent interpersonal skills with the ability to explain complex concepts clearly
Strong organisational skills with attention to detail
Analytical mindset with the ability to assess clients’ needs accurately
Professional attitude with a commitment to ethical standards and confidentiality
Proficiency in relevant software applications used for financial analysis and planning

This role is ideal for motivated individuals eager to grow within the financial sector while delivering exceptional service to clients. We welcome applications from candidates at various stages of their career development, including those seeking practical experience through internships.

Pay: £32,498.16-£45,800.00 per year

Benefits:

Free parking
On-site parking

Work Location: In person

Quick apply

Refine Your Search

financial advisor and jobs in milton keynes, eng

Financial ADVISOR AND PLANNER

Mortgage Advisor

Revenues Advisor

Service Advisor

Category & Sourcing Lead | S4 | CFO | Multiple Locations

Insurance Advisor

Tesco Travel Money Advisor

Experienced Mortgage/Loan Advisor, Property Investment & Tax Specialist

Sales Assistant

Client Advisor - Marsh Multinational

Category & Sourcing Manager | S3 | CFO | Multiple Locations | Internal Mobility

Finance and Commercial Manager

Supervisor

Trainee Mortgage Advisor

UK & EU HR Business Partner

Forecast Analyst

Assistant Financial Accountant Statutory Reporting

L'Oréal Luxe Multi-Brands Beauty Advisor John Lewis Milton Keynes (15 Hours)

Branch Manager

Associate Director - IT and Digital Transformation

I want to receive the latest job alerts for financial advisor and in milton keynes, eng

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