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Financial Adviser jobs in Woodley

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    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Provide high-quality, client-focused advice aligned with individual needs and…
    • View all Partnership Recruitment jobs - Reading jobs - Wealth Management Advisor jobs in Reading
    • Salary Search: Wealth Adviser/Financial Adviser salaries in Reading
    • The DC pensions and benefits landscape is evolving, creating opportunities to help clients navigate complex rules and make informed decisions.
    • Experience in a finance, commercial or analytical role, with a strong understanding of financial management and the impact of accurate financial controls on…
    • Experience in writing full financial plans.
    • Construct the advice underpinning each financial plan.
    • A true understanding of holistic financial planning.
    • Maintaining strong financial controls and accurate accounting records.
    • Producing monthly management accounts and performance reports.
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    • Analyse clients’ financial situations to determine appropriate mortgage options.
    • Mortgage Adviser in the Bramley Area.
    • Prepare complex financial planning reports, within set SLAs, in multiple financial planning areas.
    • Demonstration of knowledge, interest and experience in…
    • You’ll support financial advisers with client servicing, new business processing and ongoing financial reviews, helping to ensure clients receive an excellent…
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    • You enjoy understanding your clients' mortgage and protection needs.
    • You offer expert advice on mortgage products and protection options.
    • You'll gain valuable exposure to investment management, client relationship support, portfolio administration, and wealth management operations while working…
    • Assessing client’s financial circumstances, understanding their needs and developing a comprehensive financial plan.
    • Flexible/adaptable to cope with change.
    • We are looking for someone with B2B sales experience who is keen to transition into a career in commercial finance.
    • Minimum of 3 years' B2B sales experience.
    • Experience working within a client support / financial planner support role.
    • Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds…
    • Experience working within a client support / financial planner support role.
    • Knowledge of financial products such as ISAs, SIPPs, Pensions, Investments, Bonds…
    • Diploma-level financial planning qualifications.
    • Potential initial financial support to help with your transition to Eight.

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Job Post Details

Wealth Adviser/Financial Adviser
Partnership Recruitment
Clear View Cottage, Reading RG10 0DU
£40,000 - £60,000 a year
Apply on company site

Job details

£40,000 - £60,000 a year
Clear View Cottage, Reading RG10 0DU

Full job description

The opportunity

Wealth Adviser

Wealth Adviser / Financial Planner
Salary: £40,000 - £60,000 DOE + Benefits

An exciting opportunity for an experienced Wealth Adviser to join a growing advice firm. Salary is negotiable depending on experience, qualifications, and any existing client bank you may bring.

You'll work with clients across pensions, investments and protection, delivering high-quality financial planning and building long-term relationships.

Whether you're an established adviser or looking for a platform to grow, we'd love to hear from you.

Your responsibilities will include (amend below points as required)
  • Provide high-quality, client-focused advice aligned with individual needs and objectives
  • Analyse clients’ financial situations to determine appropriate mortgage options
  • Utilise the training and support provided by the firm
  • Manage client records and ensure ongoing compliance with all applicable and current regulatory requirements.
  • Promote your services through networking and marketing, to grow your client base

What will you need to succeed?

  • DipFA Level 4 Diploma in Financial Advice (or equivalent) qualification
  • Strong track record of sales and building strong client relationships
  • Self motivated with excellent communication skills
  • Ambitious with entrepreneurial drive to develop your business network and client portfolio
  • Good knowledge of industry regulations and compliance standards
Amend as required

Why us?

Clearview Financial are part of The Openwork Partnership, who are one of the UKs largest and longest established financial advice networks. There are many benefits of being part of something bigger including the ownership structure - The Openwork Partnership is owned by its firms, Bain Capital and its employees. It boasts a broad proposition with deep ties to providers and has some serious resources at its disposal. It puts the development of its colleagues, advisers and firm support staff first with its very own Business School. The Openwork Foundation, who have donated over £22m to UK registered charities since it was founded, is a great opportunity for everyone to get involved and give back to the community it serves.
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