financial adviser Work, Jobs in reading, eng (with Salaries)

Financial Planning Administrator
Artemis Recruitment Consultants Ltd —Reading
- £25,000 - £35,000 a year
- Microsoft Office
- Administrative experience
- Organisational skills
Due Diligence Manager
RSM UK —Reading
- Full-time
Client Services Administrator
AFH Financial Group —Cookham
- Full-time
- Hybrid work
Independent Financial Adviser
Price Ferguson Limited —Guildford
- Up to £70,000 a year
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
- Life insurance
Quick apply
18h
Head of Strategic HR & Advisory
Reading Borough Council —Reading
- £70,666 - £87,634 a year
- Full-time
- Hybrid work
- Human resources
2d
Corporate Tax Associate
RSM UK —Reading
- Full-time
- Tax experience
Graduate Audit Trainee (ACA)
Saffery —High Wycombe
- Bachelor's degree
- Profit sharing
- Annual leave
4d
Employment Solicitor
RSM UK —Reading
- Full-time
- Supervising experience
- Annual leave
14d
Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Legal Counsel - ESG, Regulatory & Litigation
Primark —Reading
- Negotiation
Projects Adviser
Citizens Advice —Fleet
- £28,500 a year
- Free parking
14d
Applicant Compliance Adviser
Oxford Brookes University —Headington
- £28,778 - £31,236 a year
- Weekend availability
- Hybrid work
- English
- University
- Teaching
7d
Accounting and Financial Reporting Assistant Manager
RSM UK —Guildford
- Full-time
- Hybrid work
- Tax experience
Audit Manager
Grant Thornton UK LLP —Reading
- Full-time
- Employee discount
Azure Engineer and Architect
RSM UK —Reading
- Full-time
- Hybrid work
- Azure
Audit Experience Programme - Guildford - October 2026
RSM UK —Guildford
- Full-time
14d
Protection Adviser
LetsGoCover —Farnborough
- £35,000 a year
- Full-time
- Sales
- In-person
- Communication skills
- Health & wellbeing programme
- Gym membership
Quick apply
2d
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Microsoft Office
Managing Consultant, Forensic - Fraud Risk Services
RSM UK —Reading
- Full-time
- Hybrid work
- Communication skills
Financial Planner
RGH‑Global Limited —Abingdon
- £50,000 - £60,000 a year
- Full-time
- Travel
14d

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Financial Planning Administrator

Artemis Recruitment Consultants Ltd -
Reading

Apply Now

Job details

Permanent
£25,000 - £35,000 a year

Qualifications

Microsoft Office
Administrative experience
Organisational skills
Financial services
Communication skills

Full job description

Posted: 21/05/26 Recruiter: Artemis Recruitment Consultants Ltd Reference: 3111869142 Type: Permanent Salary: £25,000 - £35,000 Annual Location: Reading, Berkshire Description:

Our client is seeking a highly organised and professional Financial Administrator to support a team of Independent Financial Advisers within a well-established and growing financial services practice. This is an excellent opportunity for an individual with strong administrative skills and an interest in financial services to join a collaborative and supportive environment where attention to detail and client service are highly valued.

The successful candidate will play a key role in ensuring the smooth day-to-day running of the advisory process, providing administrative and client support to advisers while maintaining excellent standards of communication, accuracy, and regulatory compliance.

Key Responsibilities

Building and maintaining strong working relationships with clients, advisers, colleagues, and third-party providers to ensure a seamless client experience
Acting as a key point of contact for clients and maintaining regular communication via telephone, email, and written correspondence
Gathering, retrieving, and organising both new and historical client information to support financial planning and reporting processes
Maintaining accurate and up-to-date records of all verbal, written, and electronic communications in line with company procedures and compliance requirements
Supporting Independent Financial Advisers in the preparation and production of financial reports, recommendations, and client documentation
Assisting with research and information gathering to help advisers identify suitable financial solutions that align with clients' objectives and circumstances
Preparing suitability letters and related documentation in accordance with company policies, industry standards, and current regulatory requirements
Liaising with providers, business contacts, and external organisations to obtain relevant information regarding pensions, investments, protection products, taxation, and other financial matters
Providing additional administrative support to advisers across a variety of client and business-related activities
Ensuring all duties are carried out in accordance with Financial Conduct Authority (FCA) regulations and internal compliance procedures
Keeping up to date with industry developments, financial products, legislation, and regulatory changes to support both advisers and clients effectively
Managing workloads efficiently while maintaining high levels of accuracy, professionalism, and confidentiality at all times

Skills & Experience

Previous experience within financial services administration or a similar professional services environment would be advantageous
Strong organisational skills with the ability to prioritise tasks and manage multiple responsibilities effectively
Excellent communication skills, both written and verbal
High attention to detail and strong accuracy skills
Ability to work independently as well as part of a team
Proficient in Microsoft Office and confident using internal systems and databases
A professional and client-focused approach at all times

What's on Offer

This is a fantastic opportunity to join a respected and expanding financial services practice where you will work alongside experienced professionals in a supportive and professional environment. The role offers long-term career development opportunities for someone looking to build their career within financial services and gain valuable industry experience.

Please submit your CV to Josie at Artemis Recruitment.

Apply Now

Refine Your Search

financial adviser jobs in reading, eng

Financial Planning Administrator

Due Diligence Manager

Client Services Administrator

Independent Financial Adviser

Head of Strategic HR & Advisory

Corporate Tax Associate

Graduate Audit Trainee (ACA)

Employment Solicitor

Partner Financial Planning

Legal Counsel - ESG, Regulatory & Litigation

Projects Adviser

Applicant Compliance Adviser

Accounting and Financial Reporting Assistant Manager

Audit Manager

Azure Engineer and Architect

Audit Experience Programme - Guildford - October 2026

Protection Adviser

Paraplanner

Managing Consultant, Forensic - Fraud Risk Services

Financial Planner

I want to receive the latest job alerts for financial adviser in reading, eng

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