13 Finance Jobs in Woodspeen(Financial Services)

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Trainee Paraplanner

Trainee Paraplanner

18 June by KFS Recruitment

Trainee Paraplanner Newbury, Berkshire 28- 30k Hybrid We are pleased to be working with an IFA firm based near Newbury, on their search for a Trainee Paraplanner to join the growing team. Initially, the role will be split between supporting the Parap...

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Independent Financial Advisor

Independent Financial Advisor

Basic Up to 75k Package Paraplanning Full client portfolio with on-going advice fees Resource Matters have been retained by this well known local IFA firm to recruit an experienced Independent Financial Advisor. Due to the existing advisor retiring y...

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Mortgage Helpdesk Advisor

Mortgage Helpdesk Advisor

5 days ago by Ultimate Banking Ltd

Role: Mortgage Helpdesk Adviser - 12 Month FTC Location : Newbury (option for hybrid working once training is complete) Hours: Full time, 35 hours per week, Monday - Friday 9am - 5pm Salary: 25,497 - 27,712 dependent on experience Every employer is n...

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IFA Administrator - Newbury, Berkshire - £30,000-35,000 + £Bonus + Study Support

IFA Administrator - Newbury, Berkshire - £30,000-35,000 + £Bonus + Study Support

We are delighted to be working in partnership with one of the leading Financial Planning businesses in West Berkshire. They are based in plush modern offices based in the rural outskirts of Newbury and are looking to recruit an experienced Financial ...

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Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA

Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA

Senior Paraplanner/Technical Manager - 55k, Support 3 established advisers - Boutique IFA - Berkshire offices My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW r...

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Senior Paraplanner/Technical Manager - £55k, Support established advisers - Boutique IFA - Newbury

Senior Paraplanner/Technical Manager - £55k, Support established advisers - Boutique IFA - Newbury

Senior Paraplanner/Technical Manager - 55k, Support 3 established advisers - Boutique IFA - Newbury My client are a boutique independent wealth planning firm based near Newbury (Berkshire) who offer whole of market financial advice to HNW retirees, a...

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Financial Adviser

Financial Adviser

16 July by Ortus PSR

Join a leading Directly authorised Independent Financial Adviser (IFA) firm renowned for delivering exceptional financial services to high-net-worth individuals. Our firm is dedicated to providing personalized financial advice to clients with an aver...

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Financial Services Administrator

Financial Services Administrator

We are recruiting for one of our partnership business based in the historic county of Wantage. Due to growth and increased work load they are looking to bolster their team with the addition of a part time Financial services Administrator to help supp...

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Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA

Senior Paraplanner/Technical Manager - £55k, Support 3 established advisers - Boutique IFA

Senior Paraplanner/Technical Manager - 55k, Support 3 established advisers - Boutique IFA - Near Newbury (Berkshire) My client are a boutique independent wealth planning firm near Newbury who offer whole of market financial advice to HNW retirees, ac...

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Compliance Supervisor - Home Based

Compliance Supervisor - Home Based

4 July by mbf.

Our client, a highly successful and rapidly growing firm of independent financial advisers, is seeking an experienced Compliance Supervisor to join their dynamic team. Job Overview: As a Compliance Supervisor, you will play a crucial role in ensuring...

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Senior Wealth Administrator

Senior Wealth Administrator

Role: Senior Administrator Location: Aldermaston, Reading (Hybrid working available after initial training and probation) Salary 28k to 33k We are recruiting for one of our successful partnership businesses based in Aldermaston near Reading. Due to g...

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T&C Supervisor

T&C Supervisor

T&C Supervisor To 60k car allowance bonus Home-based with travel to various offices in Berkshire & West London The role of T&C Supervisor is to coach, train, develop and monitor the performance of the Financial Advisers, ensuring that all regulatory ...

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Head of Advice

Head of Advice

25 June by Ortus PSR

We are seeking an experienced and dynamic Head of Advice to lead a dedicated team and drive business growth within a prominent financial services firm. This role involves developing and servicing new and existing income sources, providing compliant a...

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