Financial Advisory Support Occupations salaries in Birmingham, WMD

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

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

Handle administrative duties promptly for our clients, such as cash transfer requests. Timely manner and maintain a record of responses.

3 days ago

Liaising with both internal and external stakeholders by telephone, letter, and e-mail. Working alongside the Private Wealth Operations Manager, Client…

14 days ago

You will already be experienced working in a Financial Planning firm, and will need to be motivated, friendly and professional at all times and able to hold…

Answer and make phone calls and respond to basic client requests. Understand etiquette of dealing with clients. A-Level or equivalent (required).

£24,000 - £25,000 a year

14 days ago