Financial Planner salaries in Dudley, WMD

Structure and lead client meetings in a professional manner, ensuring all information and advice provided is up to date, technically accurate and meets clients’…

If you’re an experienced Financial Planning Assistant who thrives in a fast‑paced, client‑focused environment, this role gives you the chance to step up as both…

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

£45,000 - £60,000 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

7 days ago

Strong understanding of financial planning products, processes, and compliance requirements. Minimum of 3 years experience within an independent financial…

£26,000 - £34,000 a year

7 days ago

Broad exposure to the Financial Services industry, especially in retail regulated products and asset management. Area of Expertise: Relationship Management.