trainee financial advisor jobs in Reading

You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General Certificate Build on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.

You will partner with internal stakeholders at all levels of the organization and serve as a trusted advisor who can drive the changes needed to enable Oracle to achieve its compliance goals.

You will also oversee and shape Oracle's engagement and relationships with regulators and leading the company's preparation for, coordination of and response to regulatory oversight.

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

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...

Description: Marsh Commercial is one of the UK’s leading commercial insurance brokers, we are a diverse community of colleagues, serving a diverse community of clients with insurance, risk management and employee health and benefits advice and solutions. Trainee/Associate Client Advisor We have a fantastic opportunity to join our Corporate Team as an Associate Client Advisor. This is the...

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...

You will need 'can do' approach to work and plenty of enthusiasm and energy to be the right fit for our team. We are an experienced and hardworking team looking for other like-minded consultants with a passion for education. Role Responsibilities:

You will be joining well-established, family-run dealer group with an amazing front of house service team, and a car dealership with an excellent reputation.

You will need to be well versed in delivering high levels of customer satisfaction in an exciting, busy and friendly environment.

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.

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 provide expert personal, holistic advice to our clients assisting them in planning their financial futures whilst guiding them in tax efficiencies & prudent investment choices, while at all times upholding the principles of the firm. Whilst weekly attendance at the office is required, flexible working hours are a hallmark of our business.

You will work as a member of the joint venture team within the central functional Governance team. This will include but not limited to support in writing the policies and procedures related to his/her framework of activity, manage adherence to Supply Chain Governance, Policy and Processes to achieve compliance to customer, product, legal and business requirement.

You will work as part of a team on a multitude of work items based on business priorities and requirements. As part of your role you will: - Ensure enquiries are resolved in a timely and efficient manner.

You will learn multiple processes across Service and will ensure you remain compliant when carrying out these tasks.

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...

You will learn how to assess and control risks, understand legal responsibilities, and investigate incidents. Step 2 – NEBOSH General CertificateBuild on your foundation with the NEBOSH General Certificate, the gold standard for health and safety professionals. This qualification covers workplace hazards, health and safety legislation, and how to design and implement effective safety systems.

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...