Financial Advisory Support Occupations salaries in Aldridge, WMD

Provide administration and client support to a team of Financial Planners working for an established business who offer both Financial Planning and Investment…

£35,000 a year

2 days paid volunteering days. The Company moved to new premises at i9, Wolverhampton Interchange in January 2022, close to local transport links.

Minimum of 2 years of experience in a financial services or administrative role. Provide administrative support to financial advisors, including scheduling…

Strong knowledge of financial products (pensions, investments, protection) is an advantage. Handle correspondence via phone, email, and post, ensuring queries…

£25,000 - £35,000 a year

Client-facing customer service: 3 years (preferred). Is confident using technology and learning new systems. Tracking outstanding actions and ensuring nothing…

£27,000 - £29,000 a year

8 days ago

Handle client enquiries professionally via telephone and email. Good understanding of pensions, investments and protection products.

£27,000 - £32,000 a year

2 days ago