Client services Work, Jobs in Wokingham, Brk (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
Client Services Assistant
Charity Link —Reading
- £26,000 - £27,000 a year
- Full-time
- Hybrid work
- Quality control
- Organisational skills
- Computer skills
- Employee discount
- Referral programme
Quick apply
Inbound Service Delivery Lead
Lifetime Legal Ltd —Wokingham
- Up to £36,000 a year
- Full-time
- Continuous improvement
- Organisational skills
- In-person
Quick apply
Payroll,HR and Business support coordinator
Flair Homehelp —Wokingham
- £17 - £18 an hour
- Part-time
- Hybrid work
- Microsoft Excel
- Human resources
- Annual leave
- Work from home
Quick apply
Event Enquiry Assistant
Dearborn Estates —Guildford
- From £33,000 a year
- Full-time
- Sales
- Hotel
- Travel
- Annual leave
- Employee assistance programme
Quick apply
3d
Project & Deployment Coordinator
KCP Network —Bracknell
- £35,000 - £40,000 a year
- Full-time
- Hotel
- In-person
- AI
- Free parking
- Health & wellbeing programme
Quick apply
5d
Front of House Receptionist - MFS & RUK
BidvestNoonan —Rickmansworth
- £15.87 an hour
- Part-time
- Front desk
- Communication skills
- Annual leave
Quick apply
Passenger Service Agent
ABM UK —London
- Full-time
- Employee discount
Quick apply
9d
Trust Services Partner
NHSProfessionals —Reading
- £26,000 a year
- Monday to Friday
- Hospital
- Travel
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Car Park Attendant (Trolleys)
Wanzl —Reading
- £14.10 an hour
- Part-time
- Heavy lifting
- Customer service
- Driving
- Employee discount
Quick apply
6d
Part-Time Product Evaluator / Sensory Panellist - High Wycombe
MMR Research —High Wycombe
- £13.22 - £13.54 an hour
- Part-time
- No experience needed
- English
Quick apply
Healthy Lifestyle Advisor
ICE Creates —Reading
- £26,227.50 a year
- Weekend availability
- Hybrid work
- CRM software
- No degree
- Travel
- Health & wellbeing programme
- Sick pay
Quick apply
6d
Car Park Trolleys Retriever
Wanzl —Sandhurst
- £13.19 an hour
- Weekend availability
- Heavy lifting
- Customer service
- Driving
- Employee discount
Quick apply
Studio Production Executive
Lime Blue Solutions Ltd —Cookham
- £28,000 - £30,000 a year
- Part-time
- Hybrid work
- Business development
- Continuous improvement
- AI
Quick apply
2d
Customer Relationship Manager
HERD GROUP —Addlestone
- Full-time
- Microsoft Word
- CRM software
- Analysis skills
- Free parking
- Employee stock ownership plan
Quick apply
Memorial Administrator
A B Walker —Reading
- £26,500 a year
- Full-time
- Sales
- Computer literacy
- Windows
- Health & wellbeing programme
Quick apply
5d
Trainee Water Treatment Engineer
SMS Environmental —Reading
- Up to £26,000 a year
- Full-time
- Remote
- Customer service
- Maintenance
- Communication skills
- Employee discount
- Sick pay
Quick apply
Receptionist
Sodexo —Reading
- £16 an hour
- Full-time
- Microsoft Office
- Administrative experience
- Data entry
- Employee assistance programme
Quick apply
2d
Client Care Phone Operative
Dignity Pet Crematorium —Winchfield
- £12.71 an hour
- Part-time
- CRM software
- Customer service
- Organisational skills
- Free parking
Quick apply
3d
Client Care Assistant
Medivet Group Ltd —Camberley
- £21,230.78 - £26,538.48 a year
- Full-time
- Front desk
- Annual leave
- Employee discount

I want to receive the latest job alerts for client services in wokingham, brk

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

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

client services jobs in wokingham, brk

Trainee Financial Advisor

Client Services Assistant

Inbound Service Delivery Lead

Payroll,HR and Business support coordinator

Event Enquiry Assistant

Project & Deployment Coordinator

Front of House Receptionist - MFS & RUK

Passenger Service Agent

Trust Services Partner

Car Park Attendant (Trolleys)

Part-Time Product Evaluator / Sensory Panellist - High Wycombe

Healthy Lifestyle Advisor

Car Park Trolleys Retriever

Studio Production Executive

Customer Relationship Manager

Memorial Administrator

Trainee Water Treatment Engineer

Receptionist

Client Care Phone Operative

Client Care Assistant

I want to receive the latest job alerts for client services in wokingham, brk

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected