Financial advisor Work, Jobs in Silchester, Ham (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
8d
Compliance Manager
Allianz —Guildford
- £71,000 a year
- Full-time
- Hybrid work
- No degree
- Organisational skills
- Financial services
- Employee discount
12d
Management Accountant (Part Qualified)
CitNOW Group —Wokingham
- Hybrid work
- Communication skills
- Free parking
- Health & wellbeing programme
Quick apply
6d
Mortgage Advisor
The Mortgage Experts —Andover
- £60,000 - £100,000 a year
- Remote
Quick apply
HR Advisor
ArvatoConnect —Datchet
- £40,000 a year
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Microsoft Outlook
- Annual leave
- Employee discount
8d
Call Centre Triage Advisor
National Centre for Domestic Violence —Guildford
- £24,800 a year
- Full-time
- Hybrid work
- Management
- Typing
- In-person
- Free parking
Quick apply
Finance Business Partner - Education
Reading Borough Council —Reading
- £44,075 - £57,139 a year
- Full-time
- Hybrid work
6d
Streetworks Coordinator
SSE —Reading
- £40,525 - £48,427 a year
- Customer service
- Organisational skills
- Communication skills
- Employee discount
12d
Microsoft Licensing Specialist
BCN Group —Reading
- Up to £40,000 a year
- Full-time
- Hybrid work
- Azure
- Sales
- SQL
- Annual leave
- Employee assistance programme
Quick apply
Insurance Advisor
Howden Group Holdings —Winchester
- Full-time
- Hybrid work
- Employee discount
Financial Planning Administrator - 12-month FTC
Attivo Group —Reading
- Hybrid work
- Microsoft Word
- CRM software
- Microsoft Excel
Quick apply
Member Advisor
Lifetime Legal Ltd —Wokingham
- £28,500 - £33,500 a year
- Full-time
- CRM software
- Customer service
- English
- Free parking
- Employee discount
Quick apply
1d
Junior Commercial Advisor
Verisure Services (UK) Limited —Reading
- £3,800 - £6,000 a month
- Full-time
- In-person
- Employee discount
- Referral programme
Quick apply
Head of Energy Customer Solutions (ECS) Finance Business Partner
SSE —Reading
- £80,700 - £160,100 a year
- Full-time
- Employee discount
2d
Finance Business Partner
KERRIDGE COMMERCIAL SYSTEMS CORP —Hungerford
- Full-time
- Microsoft Excel
- ERP systems
- IT
Quick apply
Customer Experience Advisor - Hybrid
Punter Southall Group —Reading
- Full-time
- Customer service
- Communication skills
- Gym membership
2d
Member Success Director
Thatcham Research —Thatcham
- £78,500 a year
- Monday to Friday
- Hybrid work
- Presentation skills
- Communication skills
- Free parking
8d
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Financial Accountant
cloudpay —Andover
- Full-time
- Analysis skills
- Communication skills
- Employee assistance programme
- Bereavement leave
9d
Customer Services Advisor
Halfords —Basingstoke
- £11.05 - £12.91 an hour
- Part-time
- Sales
- Customer service
- Employee assistance programme
- Employee discount
14d

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financial advisor jobs near silchester, ham

Financial Advisor

AFH Wealth Management Cookham
Maidenhead

Quick apply

Job details

Full-time
£50,000.00 - £98,160.52 a year
8 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

Refine Your Search

financial advisor jobs in silchester, ham

Financial Advisor

Compliance Manager

Management Accountant (Part Qualified)

Mortgage Advisor

HR Advisor

Call Centre Triage Advisor

Finance Business Partner - Education

Streetworks Coordinator

Microsoft Licensing Specialist

Insurance Advisor

Financial Planning Administrator - 12-month FTC

Member Advisor

Junior Commercial Advisor

Head of Energy Customer Solutions (ECS) Finance Business Partner

Finance Business Partner

Customer Experience Advisor - Hybrid

Member Success Director

Financial Planner - Surrey

Financial Accountant

Customer Services Advisor

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