Financial advisory occupations Work, Jobs in Twyford, 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
Financial Services Administrator
FNZ —Basingstoke
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
6d
Financial Planning (IFA) Administrator
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
16h
Partner Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Business development
- Mentoring
- Communication skills
Paraplanner (Remote)
AFH Financial Group —Cookham
- Full-time
- Remote
- Writing skills
- Research
- Training & development
Paraplanner
AFH Financial Group —Cookham
- Full-time
- Hybrid work
- Writing skills
Financial Protection Administrator (Part Time)
ES/SDL Financial —Aldershot
- £8,000 - £13,500 a year
- Part-time
- CRM software
- Organisational skills
- Financial services
Quick apply
10h
Financial Planning Administrator
The Progeny Group Limited —Marlow
- Full-time
- Hybrid work
- Microsoft Office
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Financial Administrator (Home Counties)
Perspective Financial Group —Chesham
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
Senior Paraplanner
RGH‑Global Limited —Guildford
- £45,000 - £60,000 a year
- Full-time
- Hybrid work
- Communication skills
Wealth Manager
National Westminster Bank PLC —Guildford
- £73,800 - £110,700 a year
- Full-time
- Hybrid work
- Business development
- Annual leave
Associate Director Financial Planning
Evelyn Partners —Bracknell
- Full-time
- Hybrid work
- Communication skills
Quick apply
Client Administrator
Evelyn Partners —Guildford
- Full-time
- Hybrid work
- English
- Administrative experience
- Organisational skills
Quick apply
Client Executive
Eight Financial Advice —Marlow
- Full-time
- Hybrid work
- Microsoft Outlook
- Microsoft Office
- Organisational skills
- Employee assistance programme
Quick apply
Senior Pensions Administrator (Insurance)
XPS Pensions Group —Reading
- Full-time
- Hybrid work
- Computer literacy
- Microsoft Office
- Employee discount
- Referral programme
Paraplanner
Integrity365 —High Wycombe
- Full-time
- Analysis skills
- Organisational skills
- Financial services
- Free parking
Quick apply
16h
Financial Planner - Surrey
Menzies LLP —Woking
- Hybrid work
- Microsoft Word
- Microsoft Excel
- English
Pensions Administrator
XPS Pensions Group —Reading
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Employee discount
- Referral programme
Debt Adviser
Citizens Advice —Aldershot
- £26,322 - £29,686 a year
11d
Financial Adviser (Stokenchurch)
Perspective Financial Group —Stokenchurch
- Monday to Friday
- Analysis skills
- Communication skills
- Time management
- Referral programme

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financial advisory occupations jobs near twyford, 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

financial advisory occupations jobs in twyford, brk

Financial Advisor

Financial Services Administrator

Financial Planning (IFA) Administrator

Partner Financial Planning

Paraplanner (Remote)

Paraplanner

Financial Protection Administrator (Part Time)

Financial Planning Administrator

Financial Administrator (Home Counties)

Senior Paraplanner

Wealth Manager

Associate Director Financial Planning

Client Administrator

Client Executive

Senior Pensions Administrator (Insurance)

Paraplanner

Financial Planner - Surrey

Pensions Administrator

Debt Adviser

Financial Adviser (Stokenchurch)

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