Paraplanner salaries in New Haw, SRY

General office administration and client care. Has previous administration experience within mortgages, insurance, financial services, banking, estate agency or…

£24,000 - £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

Must hold Level 6 Advanced Diploma. Research products and services to make suitable recommendations. Maintain relationships with product and service providers.

Up to £50,000 a year

Youll support clients through annual reviews, simple advice amendments and ongoing servicing activities, helping to deliver a smooth and consistent client…

Respond to inbound telephone enquiries. Process adviser charging instructions and fee administration activities. Manage electronic signatures via Adobe Sign.

6 days ago

Financial Services experience – you will bring a minimum of 2 years’ experience with a good understanding of financial products and FCA principles.