Talent.com
Aspire Personnel Ltd
Wealth Financial AdvisorAspire Personnel Ltd • Olney, Buckinghamshire, UK
Wealth Financial Advisor

Wealth Financial Advisor

Aspire Personnel Ltd • Olney, Buckinghamshire, UK
5 days ago
Job type
  • Full-time
Job description
Job Role Our client is an established Asset Management company giving independent financial advice, covering savings and investments, business protection, pensions and inheritance tax. They are looking to recruit an experience Financial Advisor to join their small team. * Servicing an existing client bank and generating new opportunities * Be able to assess clients’ financial circumstances, understand their needs and develop a comprehensive financial plan, and have the knowledge and expertise to advise on complex matters * Strong communicator and relationship manager * Committed to ongoing personal and professional development * A candidate that has a ‘go to’ attitude and able to self-generate own business leads * Able to build strong relationships with both the clients and the team you will be working with. * Keep up to date with financial products and legislation and comply with all industry rules and regulations. Essential * Experience as a Financial advisor (Wealth Management) * The equivalent of a level 4 diploma in financial planning and experience in giving pension and investment advice * Looking to progress in their career and become chartered (if not already) * Needs to be Flexibility/ adaptability to cope with change * Needs to be computer literate, ideally used the following systems; (but not essential) Dynamic Planner Intelligent office Select...
Create a job alert for this search

Wealth Financial Advisor • Olney, Buckinghamshire, UK

Similar jobs

Membership Engagement Advisor - £40,000 A Year

Membership BespokeMaiden Head, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time

This role involves supporting the growth of a membership organization by identifying new leads, preparing communications, and securing meetings. Show more

 • Promoted

Finance Broker

Synergy Plus Recruitment LtdMilton Keynes, England, GB
Permanent

Year 1 | £60,000+ Year 2 | £90,000+ Year 3.Are you ambitious, competitive, and motivated by earning potential? We're recruiting on behalf of a rapidly growing commercial finance brokerage that help... Show more

 • Promoted

Banking & Finance Partner – Remote working

Origin LegalMilton Keynes, England, GB
Remote
Full-time

Banking & Finance Partner – Remote working.YRS PQE , 7 YRS PQE , 8 YRS PQE , 9+ YRS PQE , Legal Director , Partner.A forward‑thinking, partner‑led law firm is looking to welcome an experienced.This... Show more

 • Promoted

Insurance Advisor

HowdenDunstable, England, GB
Full-time

With a no limits approach, we can rise to any challenge.Whatever the question, the concern, or the risk, we can get the right people in a room and find the right answer.Our collective power is also... Show more

 • Promoted

Corporate Wealth Advisor: Growth & Regulated Investments

JobtailorMilton Keynes, England, GB
Full-time

Jobtailor in Milton Keynes is seeking an experienced investment adviser to deliver client-focused financial guidance for corporate and commercial clients.You will provide regulated advice, deepen k... Show more

 • Promoted

HS&E Advisor

Orion Electrotech SalesMarlow, ENG, GB
Full-time

My client has over 75 years of experience driving advancement in the aviation and defence industries.As the HSE Advisor, youll be responsible for the implementation of HS&E Management policies ... Show more

 • Promoted

HR Advisor - Employee Relations

MacIntyreMilton Keynes, ENG, GB
Full-time

Milton Keynes Central Office | Full Time | £37,329 per annum | Office basedwith some national travel required.Great workplaces don't happen by accident.They are built by people who know h... Show more

 • Promoted

Careers Employability and Guidance

LTE GroupWellingborough, England, GB
Part-time +1

Job title CIAG Advisor Job reference REQ012531 Date posted 19/06/2026 Application closing date 17/07/2026 Location Wellingborough Salary £25,877.Per annum * pro-rata Package Competitive Benefits + ... Show more

 • Promoted

Client Services Advisor - Sales & Onboarding

Elite Law Solicitors LimitedAmersham, England, GB
Full-time

A leading law firm in Amersham is seeking a Client Service Advisor to enhance their Client Services Team.The role involves being the first point of contact for new client enquiries, assessing clien... Show more

 • Promoted

Membership Development Advisor - Up To £40,000 A Year

Membership BespokeSlough, United Kingdom Of Great Britain And Northern Ireland, UK
Full-time +1

Membership Development Advisor.Leading Financial Services Membership Organisation.Salary: up to £40,000 plus excellent benefits including Private Healthcare, Dental and Optical Insurance, Pension, ... Show more

 • Promoted

Lifestyle Lead

Care UKFarnham Royal, ENG, GB
Full-time

Exciting opportunity for a Lifestyle Lead to join the team at Oak House Care Home in Slough£13.Are you a passionate and caring individual looking for a rewarding career with excellent trainin... Show more

 • Promoted • New!

Corporate Wealth Advisor, Private Banking, Select Investments

JobtailorMilton Keynes, England, GB
Full-time

Deliver an individual contribution plan and an exceptional client experience.Achieve net portfolio growth in line with approved objectives.Identify, understand, and help corporate and commercial cl... Show more

 • Promoted

Industry Placement Adviser

Windsor Forest CollegesLangley, ENG, GB
Part-time +1

Windsor Forest Colleges Group is looking for a part time Industry Placement Advisor.This is a fixed term contract running until 31st July 2027, based mainly from our Slough & Langley College ca... Show more

 • Promoted

Engagement and Onboarding Lead

Windsor Forest CollegesLangley, ENG, GB
Full-time +1

Windsor Forest Colleges Group is looking for an Engagement and Onboarding Lead to join our Greenskills Department on a fulltime basis.Being primarily based at our Slough & Langley campus, the s... Show more