Client Adviser jobs in Wokingham

Client Liaison | Up to £35K | Twyford | Financial ServicesAbout Our Client:Our client is a dynamic and client-focused financial planning firm based in Twyford. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take...

You will handle a diverse, high-quality caseload ofWills, Trusts, Estate Administration and Tax Planning matters, while contributing to the department's strategic development and mentoring Junior Solicitors. Key Responsibilities:

INDEPENDENT FINANCIAL ADVISER – WOKINGHAM We have a fantastic opportunity for an Independent Financial Adviser to join our client's firm based in Wokingham . This organisation is recognised as one of the UK's largest Chartered Financial Planning firms and provides clients with independent, whole-of-market advice and delivers tailored, evidence-based financial solutions. The firm offers a...

A wealth management firm in Reading seeks a Junior Financial Adviser to support senior staff and engage with clients. Candidates should have a Level 4 Diploma in Financial Planning and ideally experience as a Paraplanner. This role offers a clear pathway to becoming a full Financial Adviser with strong mentorship and exposure to real advisory work. Applicants should have a foundation in pensions...

You will have the opportunity to make a significant impact on client success while enjoying a hybrid working model. The ideal candidate will be diploma qualified in financial planning and have a strong track record in client development with exceptional communication skills.

You will benefit from professional mentoring, a competitive salary of £50,000 - £60,000, and an attractive bonus scheme. The firm emphasizes quality and client outcomes, offering a secure role with excellent progression opportunities. Contact for more details or to apply.

Job title: Private Client Senior Associate/ Partner Location: Wokingham Salary: £60,000-£85,000+ DOE PQE Level: 5+ PQE Contract Type: Permanent Working Hours: Full-time A highly regarded regional law firm is seeking a Senior Solicitor (5+ years' PQE) to join its thriving Private Client team. With a long-standing reputation for excellence across the Thames Valley, the firm combines heritage with...

You will be required to build and expand your internal and external network to generate new opportunities by focusing specifically on allocated clients and targets. - Assist in the management of the local team and take responsibility for the coaching and development of other team members.

An independent audit, tax, and advisory firm is seeking an Associate Director for its Private Equity tax team in Reading, England. The role involves advising clients on compliance and advisory projects, managing a team, and engaging with clients to provide high-quality tax solutions. Candidates should have a professional qualification and experience with private equity, alongside a drive for...

You will set and deliver a modern and innovative Client Development & Marketing strategy that elevates brand presence, sharpens market positioning and drives meaningful client engagement. As a senior leader, you’ll influence at the highest level, partnering closely with the Global Managing Partner, heads of groups, and other senior stakeholders.

Looking for a new opportunity in the new year? Are you an Account Manager or Business Development Manager within the South?Salary: up to £75k base salary DOEBenefits: Car allowance, 20% bonus based on KPIs and business performance.About the CompanyTo deliver the business development strategy for growth of industrial services and engineering revenues in line with the B-UK Go to Market Strategy...

Every day our teams help people in businesses and communities to do what is right and achieve their goals. As a member of our Private Equity tax team, you will have the opportunity to work with a variety of private equity backed businesses supporting them from investment to exit. We're happy to talk flexible working and consider reduced hours and job shares, we'll support you to balance your...

Private Client Tax Senior Manager – Reading Location: Reading Sector: Tax, Personal Tax, Private Client Tax Contract Type: Permanent Salary: Highly Competitive Contact: Richard Clark Contact email: richard@clark-wood.co.uk Contact phone: 01173 291052 Published: 1 day ago Expiry date: 2053-04-27 Startdate: 2025-12-11 Consultant: Richard Clark Senior Management Opportunity in Private...

More than you expected The UK member firms of Grant Thornton are part of global network of independent audit, tax and advisory firms, made up of some 76,000 in over 150 countries. We're a team of independent thinkers who put quality, inclusion and integrity first. All around the world we bring a different experience to our clients. A better experience. One that delivers the expertise they need...

You will deliver holistic financial advice, achieve revenue targets, and actively promote services. The role offers a hybrid working model, enabling you to thrive while making a significant impact on client success. Qualifications diploma qualified in financial planning strong track record in client development

Client Liaison | Up to £35K | Twyford | Financial ServicesAbout Our Client:Our client is a dynamic and client-focused financial planning firm based in Twyford. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take...

A wealth management firm in Reading is seeking a Junior Financial Adviser to support senior staff and engage with clients. This role offers a clear pathway to becoming a full Financial Adviser with strong mentorship and exposure to real advisory work. Candidates should possess a Level 4 Diploma in Financial Planning, ideally with experience as a Paraplanner, and a strong foundation in pensions...

We are partnering with a well-established and fast-growing wealth management firm, part of one of Europe's largest financial advisory groups, to appoint a Junior Financial Adviser into their Reading office. The business currently manages circa £2bn AUM and has a clear, well‐capitalised plan to grow to approximately £10bn AUM over the next five years, supported by ongoing organic growth and...

Client Liaison | Up to £35K | Twyford | Financial Services About Our Client: Our client is a dynamic and client-focused financial planning firm based in Twyford. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take...

Client Liaison | Up to £35K | Twyford | Financial ServicesAbout Our Client:Our client is a dynamic and client-focused financial planning firm based in Twyford. They provide high-quality financial advice tailored to individuals, families, and businesses. The team operates in a fast-paced environment, driven by professionalism, collaboration, and a strong commitment to client service. They take...