Financial Planning

Trainee Financial Adviser - Boutique IFA firm - Reading Salary: £30k + bonuses Clients provided: Manage a portion of a £20m client bank Are you currently working as an IFA Administrator or Paraplanner and aim to become an Adviser in the near future? Are you working towards your level 4 diploma and eager to step into an Adviser role? Join a...

Our client is a continually growing and acquisitive business who seek to hire a Financial Reporting Accountant. The role will support the Financial Accounting Manager in developing and improving the reporting to provide enhanced and timely MI for Overheadsincluding, month end reporting support for staff cost and expenses reporting. The role will also support...

Financial Planner - Reading, £60k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1 Manage some client from the Managing Director and generate new business from established Lead mechanism I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members...

Junior Financial Adviser/Trainee Financial Adviser - Boutique IFA firm - Reading- £40k - £50k + bonus - Manage a portion of £20m client bankAre you a customer facing Paraplanner or a Junior Financial Adviser with your level 4 diploma or perhaps 1 exam away and have ambitions to step into an Adviser role ASAP, are you looking to join an established...

Due to expansion over the next 18 months, my Client, a boutique Financial Planning firm based in the Reading area are looking to recruit an additional Financial Adviser to join them. As a business they have been operating for over a decade and provide adviceto Private Clients, their families, accumulators city professionals and corporates and focus on repeat...

The Financial Planning Manager for our housing association will be responsible for developing and implementing the 30-year plan to ensure the long-term fiscal health and sustainability of the organisation. This role will essentially be deputy to the Head of Finance & Treasury.Client DetailsA not-for-profit housing association based in Oxfordshire that...

The Financial Planning Manager for our housing association will be responsible for developing and implementing the 30-year plan to ensure the long-term fiscal health and sustainability of the organisation. This role will essentially be deputy to the Head of Finance & Treasury.Client DetailsA not-for-profit housing association based in West Oxfordshire that...

The Financial Planning Manager for our housing association will be responsible for developing and implementing the 30-year plan to ensure the long-term fiscal health and sustainability of the organisation. This role will essentially be deputy to the Head of Finance & Treasury.Client DetailsA not-for-profit housing association based in Oxfordshire that...

The Financial Planning Manager for our housing association will be responsible for developing and implementing the 30-year plan to ensure the long-term fiscal health and sustainability of the organisation. This role will essentially be deputy to the Head of Finance & Treasury.Client DetailsA not-for-profit housing association based in Oxfordshire that...

Job description Reading Borough Council are entering a period of exciting change. Despite the challenges facing local authorities, Reading are focused on improving the quality of life for residents, including investing in new leisure facilities, reducing our carbon footprint, improving customer service and putting in place more self-enabling support within...

plus full study, defined career progressive route through all stages to Adviser. My Client, a boutique Financial Planning Firm based in the Reading area are looking to opffer this incredible opportunity to a talented, dynamic individual looking to move through the stages of the Financial Planning cycle leading to the position of Financial Adviser. ...

Full structured career path (trainee Financial Advisor) Are you looking for your first role within Wealth Management? One of our long-standing clients is now looking to take on a graduate that is looking for a career within Private Client Wealth Management with the long term aim of training to becoming a professional financial advisor. They provide advice...

We need an AWEsome Senior Manager for Financial Planning with either CIMA/ ACCA or equivalent qualification to join our Finance team at AWE Nuclear Security Technologies. Location: Our offices are based in Berkshire, RG7 4PR between Reading and Basingstoke with onsite parking. Salary Range: £59,020 to £69,000 What's exciting is: Each day is different,...

The Financial Planning Manager for our housing association will be responsible for developing and implementing the 30-year plan to ensure the long-term fiscal health and sustainability of the organisation. This role will essentially be deputy to the Head of Finance & Treasury. Client Details A not-for-profit housing association based in Oxfordshire that...

Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own clients? My...

The role manages the all-important administrative side of client management from initial interest, through onboarding and then ongoing management - supporting the Financial Adviser in producing reports for a variety of clients and situations. **Key Areas of Responsibility include**: - Using Salesforce to record client information and maintaining its...

What if you could work with remarkable people on extraordinary things? What if the end result was something a little bit special? What if your role was mission critical?For nearly 70 years, AWE has been at the forefront of nuclear weapons research and development. We have a critical mission: to provide the warheads for the UK’s ultimate deterrent -...

What if you could work with remarkable people on extraordinary things? What if the end result was something a little bit special? What if your role was mission critical?For nearly 70 years, AWE has been at the forefront of nuclear weapons research and development. We have a critical mission: to provide the warheads for the UK's ultimate deterrent - Trident....

Trainee Financial Adviser - Boutique IFA firm - Reading- £30k + bonuses Clients provided: manage a portion of £20m client bank Are you an IFA Administrator or Paraplanner working towards your level 4 diploma and want to be an Adviser ASAP? Are you looking for clients to be provided when you are signed off rather than having to generate your own...

Financial Planner - Reading, £60k - £85k, basic salary plus bonuses - realistic take home pay £100k in year 1 Manage some client from the Managing Director and generate new business from established Lead mechanism I am recruiting for a boutique Independent Financial Advice firm with a presence across the Thames Valley who I have met and placed 8 members...