Investment Advisor Trainee
3 weeks ago
Artemis Recruitment Consultants Ltd is seeking a highly motivated Trainee to join their Financial Services team in Wokingham. The successful candidate will be responsible for providing research and analysis of investment funds and financial products, whilst considering the client objectives.
Key Responsibilities:- Review asset allocation for any investment/pension holdings.
- Complete financial cashflow forecasts, clearly demonstrating the client's current and future financial position.
- Prepare Financial Plans, clearly outlining the client's current position, where they need to be and how they will get there.
- Obtain applications, key features documents, factsheets, illustrations and product comparison quotes through appropriate sources providing clear research of the advice provided.
- Successful completion of all relevant exams as agreed throughout your training plan.
- Regularly update and maintain industry/product knowledge, through webinars, seminars, training sessions.
- Previous experience of working in a similar role within financial services is desirable.
- Strong experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
- Flexible and proactive approach to getting the job done.
- Good understanding of the Financial Planning process.
- Excellent planning and organisational skills.
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Technical Advisor in Financial Planning
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Technical Advisor in Financial PlanningCompany Overview: Artemis Recruitment Consultants Ltd is a leading recruitment agency specializing in financial services. We are dedicated to providing exceptional services to our clients and candidates.Salary: £45,000 - £55,000 per annum, depending on experience.Job Description: We are seeking an...
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Financial Planning Assistant
1 month ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeArtemis Recruitment Consultants Ltd is seeking a skilled Trainee Paraplanner to support their team in Wokingham. The ideal candidate will have a strong background in financial planning, pensions, investments, and wealth management.Key Responsibilities:Review and quality check Private Client fact finds to ensure accurate information for fund and product...
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Financial Paraplanner Specialist
3 days ago
Wokingham, Wokingham, United Kingdom Artemis Recruitment Consultants Ltd Full timeJob Title: Financial Paraplanner SpecialistCompany Overview: Artemis Recruitment Consultants Ltd is seeking an experienced paraplanning expert to join our team. As a leading recruitment agency, we are committed to providing exceptional services to our clients and candidates.Salary: £35,000 - £45,000 per annum, depending on experience.Job Description: We...
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Customer Service Advisor
5 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: New Business Advisor **Location**: Crowthorne **Brand**: Leaders Romans Group **Salary**: £25,000 OTE, uncapped Commission **Hours**: Monday-Thursday 9:00am-6:00pm Friday 9:00am-5:30pm LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development...
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Customer Service Advisor
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: Customer Advisor **Location**: Wokingham **Brand**: Leaders Romans Group **Salary**: £25,000 OTE, uncapped commission. **Hours**: Monday-Thursday 9:00am-6:00pm Friday 9:00am-5:30pm LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at...
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New Business Advisor
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: New Business Advisor **Location**: Wokingham **Brand**: Leaders Romans Group **Salary**: £25,000 OTE, uncapped commission. **Hours**: Monday-Thursday 9:00am-6:00pm Friday 9:00am-5:30pm LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development...
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Customer Service Advisor
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full timeA fantastic opportunity is available for a Customer Service Advisor to join an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. When it comes to direct customer experience, LRG are the experts. With over 200 branches across England and Wales we have...
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Property Services Advisor
5 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: New Business Advisor **Location**: Crowthorne House, **Brand**: Leaders Romans Group **Salary**: 25,000 OTE, uncapped commission **Hours**: Monday-Thursday 9:00am-6:00pm Friday 9:00am-5:30pm LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development...
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Customer Service Advisor
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: Customer Service Advisor **Location**:Crowthorne House **Brand**: Leaders Romans Group **Salary**: Base and Commission **Hours**:Monday-Thursday 9:00am-6:00pm Friday 9:00am-5:30pm and 1 in 3 Saturdays 9:00am-1:00pm with half day off in lieu. **Brand**: LRG are an award-winning national property company, who are going through exciting...
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Customer Success Advisor
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full timeJob Title: Customer Success Advisor Location: Crowthorne House, Wokingham (Hybrid) Brand: Leaders Romans Group **Salary**: £25,000 - £35,000 OTE About Us: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and development programmes at all levels. With over 200 branches...
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Procedural Advisor
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: Procedural Advisor **Location**: Working from home with occasional visits within the LRG region which may require travelling and the occasional overnight stay **Brand**: Leaders Romans Group **Salary**: Competitive Salary Package **Hours**:Monday - Friday 9am - 6pm **About Leaders Romans Group**: LRG are an award-winning national property...
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Process and Implementation Advisor
5 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: Process and Implementation Advisor **Location**:Fully Remote **Brand: Leaders Romans Group** **Salary: Competitive Salary Package** **Hours: Monday to Friday 8:30am to 5:30pm** **12 Month Fixed Term Contract** **About Leaders Romans Group**: LRG are an award-winning national property company, who are going through exciting periods of...
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Customer Service Advisor
5 months ago
Wokingham, United Kingdom Sainsbury's Full time**Location** - Winnersh Store, Sainsbury's Supermarkets Ltd King Street Lane, Wokingham, RG41 5AR **Hours** - Part-time **Contract-Type** - Permanent **Rate** - £12.00 per hour **Areas of business** - Sainsbury's Bank **Job ID** - 237505 We’d all like amazing work to do, and real work-life balance. That’s waiting for you at Sainsbury’s Bank....
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Land Surveyor
2 months ago
Wokingham, United Kingdom CV-Library Full timeLand Surveyor Wokingham Permanent Salary Dependent on Experience + Benefits The Client Our client is one of the UK’s largest engineering surveyors specialising in land, measured building and underground utility surveys as well as monitoring and site engineering schemes. They have a network of nine offices across the UK, with over 160 surveyors and...
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Utility Surveyor
2 months ago
Wokingham, United Kingdom CV-Library Full timeUtility Surveyor Wokingham Permanent Salary Dependent on Experience + Benefits The Client Our client is one of the UK’s largest engineering surveyors specialising in land, measured building and underground utility surveys as well as monitoring and site engineering schemes. They have a network of nine offices across the UK, with over 160 surveyors...
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Finance and Tax Assistant
6 months ago
Wokingham, United Kingdom Leaders Romans Group Full time**Job Title**: Finance and Tax Assistant **Location**: Crowthorne House, Wokingham **Brand**: Leaders Romans Group **Salary**: £25,000-£30,000 **Hours: Monday to Friday 8:30am to 5:30pm** **About Leaders Romans Group**: LRG are an award-winning national property company, who are going through exciting periods of growth and offer tailored training and...