Senior Financial Services Advisor

3 weeks ago


Winnersh, United Kingdom Mulberry Recruitment Full time
Senior Financial Services Advisor

We are seeking an experienced Senior Financial Services Advisor to join our team based in the UK. As a Senior Financial Services Advisor, you will be responsible for developing and implementing financial plans tailored to meet the needs and objectives of our clients.

You will work closely with the Financial Advisers to prepare and submit applications, manage client records, and gather data as required. You will also support administrative functions such as new business processing, income matching, and providing management information.

The ideal candidate will have a Level 4+ Financial services qualification, with experience using major desktop applications such as Microsoft Word, Excel, and Outlook proficiently. Previous experience using report writing software is an advantage.

This is a full-time role, working 37.5 hours per week, with options for part-time work (20, 25, or 30 hours). The typical working hours are 8am – 5:30pm.

The estimated salary for this position is £52,000 - £62,000 per annum, depending on experience.

  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Job DescriptionAs a Senior IFA Administrator with Mulberry Recruitment, you will be responsible for providing administrative support to our team of financial advisors. Your primary duties will include dealing with client queries, recording communication accurately, and organizing annual reviews.Key Responsibilities:Client Liaison: You will handle client...


  • Winnersh, United Kingdom Austin Clark Recruitment Limited Full time

    A leading business based in Winnersh is looking to recruit a Customer Services Support Advisor to join their busy team. This is a highly rewarding role: This is an initial 6 month contract to hopefully become Permanent. The Customer Services Support Advisors aim is to deliver world class support to internal and external customers whilst promoting the...


  • Winnersh, United Kingdom Huntress - Bracknell Full time

    We are seeking an experienced Customer Service Advisor to join our Service Team at Huntress - Bracknell, providing exceptional customer support and ensuring seamless service delivery.In this role, you will be responsible for managing customer inquiries and concerns via telephone and email, while also maintaining accurate records of customer interactions on...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Role Summary: As an Administrative Assistant in our Financial Services team, you will provide administrative support to our Financial Advisers, ensuring that all client data and information remain confidential and compliant with FCA rules and requirements. This is an excellent opportunity to develop your skills and knowledge in a fast-paced environment.Key...


  • Winnersh, United Kingdom Towergate Health & Protection Full time

    **Client Services Specialist? - Winnersh - ARDIT858332** Do you have Customer Service or Administration experience? Are you looking to get away from shift or weekend work and move into an office environment working Monday to Friday? Joining us as a Customer Service Advisor means you'll have the benefit of working Monday to Friday. Initially, you would work...


  • Winnersh, United Kingdom The Ardonagh Group Full time

    **Client Services Specialist - Winnersh - ARDGH809585** Do you have Customer Service or Administration experience? Are you looking to get away from shift or weekend work and move into an office environment working Monday to Friday? Joining us as a Customer Service Advisor means you'll have the benefit of working Monday to Friday. Initially, you would work...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    We are seeking a talented Financial Solutions Developer to join our team at Mulberry Recruitment. Based in Winnersh, this role offers the opportunity to work with a dynamic team to develop innovative financial solutions that meet the evolving needs of our clients.As a Senior Paraplanner, you will be responsible for preparing detailed suitability reports,...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Company OverviewMulberry Recruitment is a leading recruitment agency that connects top talent with innovative businesses. Our clients trust us to deliver exceptional results, and we're committed to finding the perfect fit for every role.SalaryThe estimated annual salary for this position is £45,000 - £60,000, depending on experience and qualifications.Job...

  • Financial Analyst

    1 week ago


    Winnersh, United Kingdom REL Field Marketing Full time

    Job DescriptionWe are seeking an experienced Management Accountant to join our team at REL UK Group. This is a fantastic opportunity for a talented finance professional to take their career to the next level and make a real impact.This role involves providing essential financial insights and support to our finance and field marketing teams. As a close-knit,...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Job Title: Financial Planning CoordinatorThe ideal candidate for this role will have a minimum of 2 years' experience within the financial services industry and a strong understanding of investments, pensions, and family wealth planning. As a key member of our team, you will be responsible for providing administrative support to our Financial Advisers,...


  • Winnersh, United Kingdom Huntress Full time

    Our client are looking for a strong communicator to join their dynamic team as a Customer Service Administrator. Supporting a very established team we are looking for someone with a strong work ethic, an excellent team player and someone with heaps of empathy! Contract: This is a 6-month fixed term contract to support the team with an increased workload...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Job Title: Financial Planning SpecialistWe are seeking a skilled Paraplanning professional to join our team based in the UK. The successful candidate will be responsible for developing financial solutions that meet the needs and objectives of our clients.The ideal candidate will have a Level 4+ Financial services qualification, with experience using major...


  • Winnersh, United Kingdom Hays Specialist Recruitment Limited Full time

    Exciting new vacancy as a Senior Network Services Engineer has become live in Reading, hybrid role. **Your new company** This organisation is a public sector company that empowers and improves the lives of those individuals who use its services. **Your new role**: - Act as a service/technical lead for the networks area within Infrastructure Services team,...


  • Winnersh, United Kingdom Worth Recruiting Full time

    **Worth Recruiting - Property Industry Recruitment** **SENIOR SALES NEGOTIATOR - Residential Estate Agency** **Location: Winnersh, RG41** **Salary: OTE £50k** **Position: Permanent - Full Time** This is a fantastic opportunity for an experienced instruction winning **Senior Sales Negotiator / Valuer** to work for a premium brand with a highly...


  • Winnersh, United Kingdom Montu UK Full time

    Job Title: Medical Cannabis Prescriber and AdvisorLocation: Reading, UKSalary: £60,000 - £65,000 per annum (pro rata)Company Overview: At Montu, we are dedicated to improving the lives of millions of people through cannabis therapies. Our mission is to unlock a huge potential for medical, wellness, and ultimately recreational markets. As one of the fastest...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Company OverviewMulberry Recruitment is a leading recruitment agency providing expert services to the financial industry. Our client, a reputable company based in Winnersh, is seeking a skilled Paraplanner to join their team.Estimated Salary: £35,000 - £45,000 per annum.


  • Winnersh, United Kingdom READYPOWER ENGINEERING LTD Full time

    Safety Management in Rail IndustryReadyPower Rail Services requires an experienced Senior SHE Professional to join their operations team.This permanent role is based in Winnersh and offers a competitive salary package.Key Responsibilities:Lead and undertake regular safety inspections and audits at depots.Design and deliver effective safety training programs...

  • Assistant Manager

    2 days ago


    Winnersh, United Kingdom KennedyPearce Consulting Full time

    Rapidly growing Organisation seeks an **Assistant Manager (Financial Reporting)** to join their expanding team. A Chartered Accountants who provide accounting, tax, audit, financial outsourcing, and advisory services. Part of a leading serviceprovider in the media and entertainment industry. This Organisation has ambitious plans to develop their teams and...


  • Winnersh, United Kingdom Executive Talent Solutions Full time

    Executive Talent Solutions are working with a leading business services group to recruit a part qualified Financial Accountant. The business is an international services group and has an enjoyed significant growth over the past 5 years and has ambitious plans to continue the expansion. The successful Financial Accountant will be based in their head office...


  • Winnersh, United Kingdom Mulberry Recruitment Full time

    Job DescriptionThe successful candidate will be responsible for developing financial solutions that fulfill the outcomes our clients are seeking. This includes preparing recommendations and suitability reports, maintaining full client records, data gathering, application form preparation, and submission.Duties:Prepare two multipension and investment...