Fantastic Financial Advisor skilled Role

4 weeks ago


HenleyonThames, Oxfordshire, United Kingdom Reed Full time

My client an epic company supporting Investments and Pensions with a wonderful Teams link is recruiting a hugely skill Financial Advisor with strong background as a Financial Advisory skills within an IFA Financial Services Firm. It is a great opportunity linked to the following.

Skills and Knowledge Requirements :-

• Must have a minimum of 5 years’ experience with giving advice to clients within the Financial Services Industry

• Must have obtained a Diploma and working towards Chartered status with the CII or equivalent governing bodies

• Must have an in date SPS in issue from CII or equivalent governing bodies

Main Purpose of the Role:

• To provide a comprehensive financial planning and advice service to new and existing clients of the company, with particular reference to investments, pensions and protection, tax efficiency Duties and Responsibilities:

• Manage and attend client meetings, both on and off site, advise clients on all aspects of investment, Tax management

• Write up the post meeting file notes and collate relevant documentation in preparation for it to be passed to Technical Support

• Update all relevant meeting information onto systems for record keeping and the report writing process

• Collate the relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out

• Collate the relevant information to be able to assess the client’s attitude to risk including their willingness and ability to accept risk within the company, ’ Know Your Client procedures

• To be able to take a theoretical approach to the assessment of the relative merits of financial planning and investment options using appropriate analytical systems and relevant data

• To ensure that all relevant information is recorded on client file

Financial Advice expected:-

• Provide advice that is suitable and understandable to the client.

• To obtain relevant and necessary information about the client’s past and present financial arrangements to enable a full financial needs analysis to be carried out

• To assess the client’s attitude to risk including their willingness and ability to accept risk within company, & Know Your Client procedures

This is a very impressive fantastic company linked across the UK and to be considered you will need to be a very skilled Financial Advisor to step to a very strong business where the coverage to client is epic and needs to be hugely skilled as a Financial Advisor.



  • Henley-on-Thames, Oxfordshire, United Kingdom Reed Full time

    My client an epic company supporting Investments and Pensions with a wonderful Teams link is recruiting a hugely skill Financial Advisor with strong background as a Financial Advisory skills within an IFA Financial Services Firm. It is a great opportunity linked to the following and a hugely skilled Advisor, ideally chartered. Skills and Knowledge...

  • HR Advisor

    1 week ago


    Henley on Thames, Oxfordshire, United Kingdom Wade Macdonald Full time

    HR Advisor at Sonning - Office BasedAbout the Company:Are you a professional in the HR field with 2-3 years of experience and eager to progress? This HR Advisor position might just be the perfect opportunity for you. The company operates in the hospitality sector, so if you have a background in this area, it would be beneficial. They are seeking a capable HR...

  • Financial Adviser

    2 weeks ago


    Henley on Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonusStudy support towards Chartered statusLots of social events throughout the yearPrivate carpark25 days holidayThe Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding...

  • Financial Adviser

    4 weeks ago


    Henley-on-Thames, Oxfordshire, United Kingdom The Burford Recruitment Company Full time

    Annual and quarterly bonusStudy support towards Chartered statusLots of social events throughout the yearPrivate carpark25 days holiday The Burford Recruitment Company are delighted to be working with a highly regarded Wealth Management business in Henley-on-Thames, Oxfordshire, who are looking for an accomplished Financial Adviser to join their expanding...


  • Henley on Thames, Oxfordshire, United Kingdom Chalfont Careers Ltd Full time

    BOOKKEEPER/ FINANCIAL ADMINISTRATOR - HENLEY ON THAMES- PART TIME 12 TO 15 HOURS PER WEEK - £20 PER HOURAn independent Estate Agent in Henley-on-Thames is looking for a part-time bookkeeper/Financial Administrator to join their team. The hours of work can be split over two or three days with flexibility on times, if they are between 8.30am and 5.30pm.THE...


  • Henley on Thames, Oxfordshire, United Kingdom Reed Full time

    Supporting a wonderful Trainee Analyst candidate with a background in an Investment Financial Services Role skilled and ideally have the Investment Management Certificate (IMC) or willingness to undertake IMC or other investment related qualifications required linked to Analyst. The company is Epic along with the lovely Team linked to it and a great...


  • Henley on Thames, Oxfordshire, United Kingdom Invesco Full time

    As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment strategies and vehicles to our clients around the world.If you're looking for challenging work,...


  • Henley-on-Thames, Oxfordshire, United Kingdom Reed Full time

    Supporting a wonderful Trainee Analyst candidate with a background in an Investment Financial Services Role skilled and ideally have the Investment Management Certificate (IMC) or willingness to undertake IMC or other investment related qualifications required linked to Analyst. The company is Epic along with the lovely Team linked to it and a great...

  • Corporate Fitness

    1 week ago


    Henley on Thames, Oxfordshire, United Kingdom Nuffield Health Full time

    FITNESS & WELLBEINGCorporate Fitness & Wellbeing AdvisorCorporate Fitness and Wellbeing AdvisorHenley on Thames | Corporate Wellbeing | Permanent | Part timeUp to £22,000 depending on experience (Prorated based on hours worked)15- 20 hours per week.At Nuffield Health, we're passionate about taking care of the health and wellbeing of others. And we're...


  • Henley on Thames, Oxfordshire, United Kingdom Margaret Clitherow Trust Full time

    Legal Support Coordinator Margaret Clitherow Trust (MCT) seeks to recruit a Legal Support Coordinator to support clients facing complex additional vulnerabilities and communication problems. This role is a great opportunity to learn from accomplished professionals and legal practitioners: and is open to a wide variety of candidates who have the core skills...


  • Henley on Thames, Oxfordshire, United Kingdom Brook Street Full time

    **Be part of a team passionate about audio equipment** and dedicated to providing exceptional customer service. We are excited to welcome a **Customer Service Representative** to our team at our Didcot office.**Why Choose Us?**Competitive Salary: Up to £25,000Comprehensive Benefits:Company pensionEmployee discountsFree on-site parkingWork-Life Balance:...


  • Henley on Thames, Oxfordshire, United Kingdom Gi Professional Full time

    Facilities Co-Ordinator - PermanentSalary 25kBased in Henley on Thames, Oxford - RG9 4GEHours - Monday to FridayMaintenance operative/ Facilities/ Building maintenance / Facilities Co-Ordinator / Henley on Thames / RG9 4GE / 28kGi Group are working in partnership with Bremont who are a leading British luxury watch company based in Henley on Thames who...

  • Rfp Administrator

    1 week ago


    Henley on Thames, Oxfordshire, United Kingdom Invesco Full time

    RFP Administrator - 12 month FTC (Investment20/20 Programme)Henley-on-ThamesMake a difference every day - let's create greater possibilities togetherInvesco is driven by a pure focus on investment. It's all we do. We focus on doing work that matters and being a firm that gives a voice to every employee. In fact, we make a promise to our clients and each...

  • Emea Head of Growth

    2 weeks ago


    Henley on Thames, Oxfordshire, United Kingdom Invesco Full time

    EMEA Head of Growth and Engagement Marketing(12 months fixed-term contract)Henley-on-Thames / Frankfurt am MainMake a difference every dayInvesco is driven by a pure focus on investment. It's all we do. We focus on doing work that matters and being a firm that gives a voice to every employee. In fact, we make a promise to our clients and each other to create...


  • Henley on Thames, Oxfordshire, United Kingdom McCarthy Stone Full time

    McCarthy Stone are looking for a Care Assistant to join the team at our Albert Court development in Henley-on-Thames. Built in 2018 and consisting of 53 apartments, Albert Court encourages independent living for the over 70's that may or may not need care.Salary: £11.43 per hour plus additional pay (see below)Hours: 25 per weekMcCarthy Stone have a wealth...


  • Henley on Thames, Oxfordshire, United Kingdom Evolutio Care Innovation Limited Full time

    Evolutio is an independent Hospital Eye Service provider, established in 2011 and having seen over 1 million patients, using milti-disciplinary clinical teams, working together to deliver a high-quality ophthalmology outpatient and minor surgical service, for NHS and self-pay patients. Joining the evolutio team, you will find an opportunity to be part of a...


  • Henley on Thames, Oxfordshire, United Kingdom McCarthy and Stone Full time

    McCarthy Stone are looking for a professional Bank Care Assistant to join their team at their Albert Court estate in Henley on Thames. The development is located in a quiet area, but is still within easy walking distance to the town centre. Base Salary: £12.34 per hour plus additional pay (see below) Hours: To be agreed with the Estate Manager ...


  • Henley on Thames, Oxfordshire, United Kingdom Evolutio Care Innovation Limited Full time

    Evolutio is an independent Hospital Eye Service provider, established in 2011 and having seen over 1 million patients, using milti-disciplinary clinical teams, working together to deliver a high-quality ophthalmology outpatient and minor surgical service, for NHS and self-pay patients. Joining the evolutio team, you will find an opportunity to be part of a...

  • Service Assistant

    2 weeks ago


    Henley on Thames, Oxfordshire, United Kingdom National Trust Full time

    Working within a bustling atmosphere as part of a small, passionate team, you'll play a core part in providing fantastic customer service at Nuffield Place.The Salary:£10.50 per hourDuration:Fixed Term Contract until 31 December 2023The Hours:This role is based on annualised hours, where the amount of hours you work each month may vary, however your salary...


  • Henley on Thames, Oxfordshire, United Kingdom Riverside Counselling Service Full time

    Location: Home-based (With flexibility to travel to Henley, Didcot, Wallingford & Berinsfield and to attend staff, counsellor, trustee and fundraising meetings as required)About Riverside Counselling ServiceRiverside Counselling Service is a mental health charity supporting the mental wellbeing of adults and young people in South Oxfordshire, including...