Financial Planner salaries in Ascot, BRK

Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year

Respond to inbound telephone enquiries. Process adviser charging instructions and fee administration activities. Manage electronic signatures via Adobe Sign.

6 days ago

Strong knowledge of financial planning products and advice areas. Conduct research across pensions, investments, protection, and tax planning.

£45,000 - £60,000 a year

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.