Financial Planner salaries in Hickstead, WSX

Adhere to the Company’s business principles, high standard of ethics and treating customers fairly obligations. Experience of using cash flow modelling tools.

£150,000 - £400,000 a year

6 days ago

Confidence dealing with high‑net‑worth clients. Deliver holistic financial planning across investments, pensions, protection, and tax.

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

£45,000 - £60,000 a year

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

Prepare client cash flow reports, using our cash flow modelling software. Ensure the planners, and clients, are updated regularly and in a timely manner…

Excellent telephone manner and strong verbal and written communication skills. Manage incoming post, calls, and general office administration.

1 hour ago