associate financial planner jobs in Bracknell

You must be an experienced Financial Planner who at least four years’ experience advising and have had exposure to providing high level/quality advice to HNW clients.

You will need to be commercially focused. Ideally, our client is looking for somebody that is Chartered or near to becoming Chartered.

You will gain a hi-level of exposure to clients and work very closely alongside the Partner. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.

You will be a true Brand Ambassador who will be able to interact easily with a broad range of customers.

You will be a natural promoter of customer service excellence, responsible for the customer’s journey and experience instore, ensuring that customers return time and time again.

You will work closely with the PMO, delivery, and commercial teams to ensure planning processes are robust and aligned with business and contractual requirements. Here are some of the activities you’ll be involved in: - Supporting the PMO team in developing and updating accurate programmes and schedules in line with project and contractual requirements.

You will work closely with the PMO, delivery, and commercial teams to ensure planning processes are robust and aligned with business and contractual requirements. Here are some of the activities you’ll be involved in: Supporting the PMO team in developing and updating accurate programmes and schedules in line with project and contractual requirements.

Job Description Audit Director / Audit & Accounts Director / PA to Audit Partner McGinnis Loy Associates is proud to be working with a fast growing Regional Accountancy Firm with 15 partners and 100+ staff who are looking for an Audit Director / PA to Audit Partner to join their growing team in Berkshire. Reporting to one of the Senior Partners, you will be responsible for helping manage the...

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam. This qualification will set you on a route to becoming a Chartered Project Professional with additional study and experience.

You will be provided with access to a 1-hour online revision workshop prior to sitting your exam.

You should technically be up to date with IFRS & IAS, and knowledge of IRIS and Sage Accounts would be a distinct advantage. On offer is a salary up to £75,000 depending on qualifications and experience with benefits to include company pension, healthcare, 25 days holidays and other flexible benefits.

Company Description: Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice...

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You should ideally be an ACA or ACCA Finalist or Qualified. On offer is a salary up to £52,000 depending on experience & level of qualification, 25 days holiday, corporate pension & healthcare schemes, and flexible working/WFH options. To apply for the position or for more information, please contact McGinnis Loy Associates (Reading office) by telephone or via email at admin@mcginnisloy.

You will gain a hi-level of exposure to clients and work very closely alongside the Partner. To build and develop trusted relationships with current and potential clients. To be responsible for delivering financial planning and wealth management advice. To work within the context of an agreed business plan.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

You will support the Senior Client Partner, develop client relationships, and ensure financial advice is tailored to client needs. The ideal candidate will possess strong communication skills and a level 4 qualification or above in financial planning. Benefits include private medical insurance, life assurance, and a generous holiday package.

You will have access to a pension plan that will include contributions from you and Uber.

You will receive an additional 12.07% of your earnings each week, making it easier to plan some downtime.

You will need a private hire licence from a licensing authority such as a council.

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what's next. Our success hinges on our people and that's our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into...

You will build and manage client relationships while delivering personalized wealth management advice. The role requires excellent communication skills and a Level 4 qualification in finance. Flexibility for remote work and travel within the home counties is possible. A variety of benefits, including private medical insurance and a generous holiday package, are offered.