Financial Advisory Support Occupations salaries in Birmingham, WMD

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

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

· Act as the day-to-day contact for clients, handling communications and liaising with pension providers, investment platforms and insurance companies to…

£27,000 - £29,000 a year

19 hours ago

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

Act as a first point of contact for clients, handling general queries professionally and escalating complex issues as appropriate.

£25,000 - £30,000 a year

You might be an experienced financial planning administrator keen to progress into paraplanning, or a trainee paraplanner looking to boost your progress - or…

£24,000 - £36,000 a year