Financial Advisory Support Occupations salaries in Rowley Regis, WMD

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

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

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

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