Financial Advisory Support Occupations salaries in Longbridge, WMD

Provide administration and client support to a team of Financial Planners working for an established business who offer both Financial Planning and Investment…

£35,000 a year

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…

14 days ago

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

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

£45,000 - £60,000 a year

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

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

6 days ago