Financial Advisory Support Occupations salaries in Sutton Coldfield, WMD

Client-facing customer service: 3 years (preferred). Is confident using technology and learning new systems. Tracking outstanding actions and ensuring nothing…

£27,000 - £29,000 a year

5 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

Working closely alongside one of the region's largest accountancy practices gives us access to a diverse client base, from self-employed professionals and…

£27,000 - £32,000 a year

3 hours ago

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

£45,000 - £60,000 a year

Minimum of 2 years of experience in a financial services or administrative role. Provide administrative support to financial advisors, including scheduling…