Advisor or hr advisor trainee Work, Jobs in Reading, Eng (with Salaries)

Trainee Financial Advisor
Robertsons & Crawford —Wokingham
- £30,000 - £34,000 a year
- Full-time
- English
- In-person
- Communication skills
- Annual leave
Quick apply
Trainee Dispenser
Boots —Frimley
- £13.12 - £15.10 an hour
- Part-time
- No experience needed
- Employee assistance programme
- Employee discount
Adult Trainee Jointer
SSE —Slough
- £30,684 - £55,000 a year
- Overtime
- Customer service
- Maintenance
- Travel
- Annual leave
- Employee discount
1d
Customer Advisor
Boots —Marlow
- £13.02 an hour
- Part-time
- In-person
- Employee assistance programme
- Employee discount
Customer Service Advisor
M Group —Slough
- £26,529 a year
- Annual leave
- Employee assistance programme
9d
Trainee Mortgage Advisor
PRIMIS Mortgage Network —Princes Risborough
- £25,000 a year
- Full-time
8d
Trainee Account Executive (HF13537435)
Flourish —Farnham
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Quick apply
Trainee Account Executive (HF1353743111)
Flourish —Guildford
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Quick apply
Trainee Account Executive (HF1353743)
Flourish —Sandhurst
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Quick apply
L&D Coordinator (12 Month FTC)
Menzies LLP —Staines-upon-Thames
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Outlook
- Databases
Trainee Account Executive (HF1353742)
Flourish —Elstead
- £30,000 - £35,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Customer service
Quick apply
Senior Capital Projects Construction Manager
Berkshire Healthcare NHS Foundation Trust —Maidenhead
- £59,798 - £67,020 a year
- Full-time
- No degree
- Contracts
- Budgeting
- Free parking
- Annual leave
16h
Partner
DMH Stallard —Guildford
- Hybrid work
- Business development
- Team management
- Mentoring
Painter & Decorator - Higher - Level Tradesperson/Supervisor
Hampshire Hospitals Contract Services Ltd —Basingstoke
- From £32,073 a year
- Full-time
- Supervising experience
- Mentoring
- In-person
- Sick pay
Quick apply
6d

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advisor or hr advisor trainee jobs near reading, eng

Trainee Financial Advisor

Robertsons & Crawford
Wokingham

Quick apply

Job details

Full-time
£30,000 - £34,000 a year

Benefits

Annual leave
Company pension

Qualifications

Investment
Financial Conduct Authority guidelines
Pension
Driving Licence
Client engagement
English
Relationship management
Communication skills

Full job description

Robertsons & Crawford Ltd, a dynamic, established & fast-growing IFA firm in Wokingham specialising in pensions and investments & IHT planning. We’re currently expanding our advisory team and are looking to appoint an additional Trainee advisor to join our team.

The Role

Initially to support the adviser team in servicing an existing book of business focussing on individual & corporate clients in the region. Assisting in the provision of expert personal, holistic advice to our clients in planning their financial futures whilst guiding them in tax efficiencies & prudent investment choices, while at all times upholding the principles of the firm.

Initially this will be an office-based position with the potential for flexible working hours as you grow in experience & confidence.

This position would suit someone with experience in pensions & investments, who would like to move into an advisor role. We are only considering candidates that have prior experience working in a Pensions and Investments environment.

Minimum requirements

· Level 4 diploma in Regulated Financial Planning (or working towards)

· Experience working within a pensions & investments environment

· A full, unendorsed UK driver’s licence

· Meet all requirements of the FCA fit & proper regulations

· Contactable references

· Candidates based regionally to Wokingham will be given preference.

Personal Attributes

· Tact, trustworthiness & diplomacy

· Exceptional written and verbal communication skills and a strong command of the English language.

· Experience of a variety of software would be beneficial (ie Intelliflo, MS Office, etc…).

· Be comfortable working on own initiative, setting and managing personal goals, directing workflow, and managing often conflicting deadlines.

· Pride in providing excellent service to clients.

· Detail orientated.

· Have active listening skills.

· Be empathetic.

· Be analytically minded.

· Have a full, unendorsed UK Driving License and preferably your own vehicle.

· Have an ethical and customer-focused approach.

Key tasks & Skills:

· Arranging client review meetings, either within an office environment or in clients’ home or business premises.

· Conducting in-depth reviews of clients’ financial circumstances, current provision, and future aims.

· Analysis of information and preparing solutions best suited to individual clients’ requirements.

· Assisting clients in making informed decisions.

· Maintaining positive and profitable long-term relationships with new & existing clients

· Maintaining up to date knowledge of financial products, tax and legislation.

· Upholding and promoting the ideals of the company

Salary & Benefits:

Defined career path to full CAS position

Pleasant working conditions in a small Wokingham based office

Basic salary plus additional fees on new business introduced (uncapped). Potential to earn upwards of £50k annually

Annual Leave: 28 days (pro rata)

Company pension scheme

Financial support for additional qualifications/study

Job Type: Full-time

Pay: £30,000.00-£34,000.00 per year

Experience:

Pensions & Investment: 2 years (required)
paraplanning in a pensions/investment environment: 1 year (preferred)

Licence/Certification:

diploma in Financial Planning or are you working towards it (required)

Work Location: In person

Quick apply

Refine Your Search

advisor or hr advisor trainee jobs in reading, eng

Trainee Financial Advisor

Trainee Dispenser

Adult Trainee Jointer

Customer Advisor

Customer Service Advisor

Trainee Mortgage Advisor

Trainee Account Executive (HF13537435)

Trainee Account Executive (HF1353743111)

Trainee Account Executive (HF1353743)

L&D Coordinator (12 Month FTC)

Trainee Account Executive (HF1353742)

Senior Capital Projects Construction Manager

Partner

Painter & Decorator - Higher - Level Tradesperson/Supervisor

Other jobs to consider

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