Financial Advisor jobs in Reading

You must act with integrity

You must act with due care, skill and diligence

You must be open and co-operative with the FCA, PRA and other regulators

You must pay due regard to the interests of customers and treat them fairly

You must observe proper standards of market conduct

You must act to deliver good outcomes for clients

Hiring Manager: Gianluca Bianchi Talent Acquisition Advisor: Gemma Madden Job Code Level: FNP4 Refer Your Friends AI-First. Future-Driven. Human-Centered. At OpenText, AI is at the heart of everything we do—powering innovation, transforming work, and empowering digital knowledge workers. We're hiring talent that AI can't replace to help us shape the future of information management. Join...

You will have a set weekly rota made up of the below shifts. (Usually 2 Early shifts and 1 x Mid , 1x Late)

A major financial institution is seeking a Financial Solutions Advisor in Reading, UK. As an FSA I, you will receive training to obtain necessary licenses and develop skills to manage client relationships effectively. The role involves working in a financial center and providing comprehensive financial solutions to clients to help them achieve their goals. This position requires strong...

You will enjoy conversations with people, listening and building relationships so we really understand our clients and their requirements.

Job Description : Financial Reporting Assistant Manager London or Reading - Hybrid working NEW GROUND WON’T BREAK ITSELF. Every day our teams help people in businesses and communities to do what is right and achieve their goals. To deliver specialist accounting advice to clients across a range of areas, whilst adding value to their commercial objectives. Develops strong working...

Job description Business Development Manager (Financial Services Sector) Role Overview The Business Development Manager will be responsible for driving utilisation and dependence upon our firm as the go-to place for all things Microsoft at KPMG. Acting as a trusted advisor, the BDM will support member firms in shaping strategic approaches that meet their clients’ business and technology...

Dynamite Recruitment are recruiting on behalf of an Independent Financial Planning firm for a Senior Financial Planning Administrator. This role will be to support a Senior Financial Advisor on a 1-1 basis. This role of Senior Financial Planning Administrator has come available due to the current person in this role progressing to Paraplanner within the firm. If you are looking to be a part of an...

Job Description – Safety Health and Environment Advisor (Edgewing) (00128795) Job title: SHE Advisor (Edgewing) Location: Reading area. The role could be contracted to any BAE Systems site (preferably Frimley) but on commencement will immediately be assigned to our Edgewing JV in the Reading area. A financial support package may be available to enable this assignment if required, dependent on...

Job title: Senior Occupational Health Advisor Location: Royston, Hertfordshire (with some travel required) World-changing careers, enabled by Johnson Matthey. With more than 200 years history, join us and help to accelerate the transition to net-zero! As a Senior OH Advisor, you’ll contribute to JM’s mission as a world leader in sustainable technology, transforming energy and reducing carbon...

You will manage the service delivery and support all elements of the employee experience from joining RSM, to going on family leave, to leaving, and everything in between.

You will also contribute to the ongoing development of the National People Team function with the opportunity to work on wider service line or national groups.

You will receive full training on our systems, however a basic understanding will give you a great start. Great Communicator - Youll find talking with people and building relationships comes naturally to you. Youll not only be a great talker, but a good listener who is understanding of people and their needs.

Retail Sales Advisor Join to apply for the Retail Sales Advisor role at Brewers Decorator Centres . Salary and Hours Salary: £26,945.00 per annum plus company pension and benefits. Location: Reading West (Tilehurst). Hours: 40 hours per week, Monday to Friday with Saturdays on a rota. Opening Hours: Monday to Friday 7am to 5pm and Saturday 8am to 5pm. Responsibilities Provide exceptional...

Overview Microsoft Product Advisor Location: Reading Salary: £112.50 per day. Job Type: Weekends (Saturdays and Sundays) 16 hours per week Contract type : FTC until the end of December 2025 About Us: Join us on a mission to empower individuals with cutting-edge technology! As Microsoft Product Advisors, we proudly represent top brands in tech, grocery, finance, and more. Our dynamic retail and...

You must act with integrity.

You must act with due care, skill and diligence.

You must be open and co‐operative with the FCA, PRA and other regulators.

You must pay due regard to the interests of customers and treat them fairly.

You must observe proper standards of market conduct.

Job description Business Development Manager (Financial Services Sector) Role Overview The Business Development Manager will be responsible for driving utilisation and dependence upon our firm as the go-to place for all things Microsoft at KPMG. Acting as a trusted advisor, the BDM will support member firms in shaping strategic approaches that meet their clients’ business and technology...

A leading financial institution in Reading seeks a professional for a client-facing role focused on financial planning and advisory services. The role involves triaging client leads, recommending investment strategies, and ensuring compliance with regulatory standards. With strong communication skills and a goal-oriented mindset, you will help clients achieve their financial objectives. Preferred...

Description This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending...

You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.

Description : This job is responsible for originating loans for clients with residential mortgage needs and is the primary lending specialist working full time within the financial center. Key responsibilities include delivering First Mortgage and HELOC lending products in person or by telephone and providing products such as Auto Loans, Credit Cards and Core Banking products. Job expectations...