Financial Planner salaries in Willaston, CHS

Diploma qualified is desirable but consideration will be made for candidates who have the relevant skills and experience to do the job.

Researching financial products and constructing financial planning solutions. Attending client meetings alongside the Partner and handling client queries.

£45,000 a year

Act in a professional manner when dealing with colleagues/stakeholders. Provision of strategic advice across a variety of financial products and services (…

You will have 2-5 years experience as a Financial Planning administrator with fantastic knowledge of Financial Planning products and processes.

6 days ago

We also offer a flexible working framework, allowing team members to work from home when appropriate and where reasonable, flex their work hours, in line with…

£50,000 - £70,000 a year

Maintain an ongoing relationship with the clients, keeping them informed, answering queries and arranging review meetings.

£32,000 - £50,000 a year