Financial adviser Work, Jobs in Attleborough, War (with Salaries)

Financial Services Assistant and Junior Paraplanner
Armstrongs Wealth Planning Ltd —Nuneaton
- £28,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
- Health & wellbeing programme
- Referral programme
Quick apply
2h
Client Services Administrator
Stepping Stones Financial Planning LLP —Leicester
- From £28,000 a year
- Full-time
- Customer service
- Administrative experience
- Analysis skills
Quick apply
9d
Trainee Mortgage Adviser
The New Homes Group —Leicester
- £25,000 - £50,000 a year
- Full-time
- Remote
- Computer skills
- Communication skills
- Annual leave
- Referral programme
Quick apply
Practice Administrator
Bridgegate Wealth Management —Kenilworth
- £24,000 - £25,000 a year
- Full-time
- Microsoft Word
- Computer literacy
- English
- Free parking
- Bereavement leave
Quick apply
9d
Financial Services Administrator
Witcher Associates —Leicester
- £25,500 - £33,000 a year
- Full-time
- Organisational skills
- Computer skills
- Financial services
- Annual leave
Quick apply
6d
Financial Planning Administrator / Wealth Management Administrator
Willday Wealth Management —Leicester
- £32,000 - £37,000 a year
- Full-time
- Organisational skills
- Financial services
- In-person
- Free parking
- Annual leave
Quick apply
12d
Trainee Financial Adviser
Mattioli Woods —Leicester
- Full-time
Head of People and Culture
WMGC —Birmingham
- £80,000 - £90,000 a year
- No degree
- Mentoring
- Recruiting
8d
Financial Services Administrator
FNZ —Leicester
- Full-time
- Hybrid work
- Organisational skills
- Financial services
- Communication skills
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Organisational skills
- Financial services
Finance Director
loc8me —Loughborough
- Up to £100,000 a year
- Full-time
- Analysis skills
- Presentation skills
- In-person
- Free parking
- Annual leave
Quick apply
Schools Finance Officer
Coventry City Council —Coventry
- £33,699 - £39,862 a year
- Presentation skills
- Accounting
- Organisational skills
9h
Property & Relationship Manager
Brindley Capital Group —Birmingham
- £26,000 - £32,000 a year
- Full-time
- CRM software
- Management
- Customer service
- Store discount
- Health & wellbeing programme
Quick apply
14d
Procurement Manager - Midland Metro
West Midlands Combined Authority —Birmingham
- £49,464 - £54,979 a year
- Part-time
- Annual leave
- Employee discount
9h
Legal PA - Employment
Shoosmiths —Birmingham
- Microsoft Powerpoint
- Microsoft Word
- Organisational skills
Employee Mobility Officer (111956-0726)
University of Warwick —Coventry
- £35,608 - £46,049 a year
- Management
- University
- Communication skills
Digital Content Compliance Specialist
Bonus Skins Gaming Media UK Ltd —Leicester
- £30,000 - £43,000 a year
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Outlook
- Flexitime
Quick apply
Investment Administrator - 12 month FTC
Quilter —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
Head of Communication and Engagement
Government Internal Audit Agency —Birmingham
- £73,142 - £79,550 a year
- Part-time
- Presentation skills
- SharePoint
- Leadership
- Annual leave
- Employee discount
14d
Senior Manager – Complex Transaction Support
National Housing Bank —Birmingham
- £59,631 - £79,464 a year
- Full-time
- Hybrid work
- Presentation skills
- No degree
- Organisational skills
- Annual leave
- Employee assistance programme

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financial adviser jobs near attleborough, war

Financial Services Assistant and Junior Paraplanner

Armstrongs Wealth Planning Ltd
Nuneaton

Quick apply

Job details

Permanent | Full-time
£28,000 - £35,000 a year
2 hours ago

Benefits

Health & wellbeing programme
Company pension
Referral programme

Qualifications

Microsoft Word
Financial planning
Microsoft Excel
Meeting coordination
Microsoft Outlook
Report generation
Customer service
Administrative support experience
Financial report writing
Microsoft Office Suite
Financial analysis
Administrative experience
Analysis skills
Organisational skills
Financial services
Communication skills
Time management

Full job description

Job Overview

We are seeking a dynamic and detail-oriented individual to join our growing independent financial advice firm, as a Financial Services Assistant and Junior Paraplanner.

This role offers an exciting opportunity to closely support a small number of financial advisers with their financial planning duties whilst providing exceptional customer service and becoming a valued and integral member of the team.

You will play a vital part in helping clients achieve their financial goals by helping advisers and clients co-ordinate their diaries, prepare accurate and detailed meeting documentation and ensure all follow up actions are implemented successfully.

This position is ideal for someone eager to develop their career in financial planning as the company will provide support with studying towards relevant industry qualifications and a possible trajectory into a future role of Senior Paraplanner, Practice Manager or Financial Adviser for the right candidate

Responsibilities

Assist financial planners with preparing detailed reports, analysis, and financial plans tailored to client needs
Conduct thorough analysis of client data, market information, and financial documents to support decision-making
Maintain organised records of client information, meeting notes, and compliance documentation using Microsoft Office tools such as Word, Excel, and Outlook
Communicate effectively with clients via phone and email to gather information, clarify details, and provide updates on their financial plans
Support the preparation of client presentations and documentation that clearly explain financial strategies and recommendations
Manage administrative tasks including scheduling meetings, maintaining files, and ensuring timely follow-up on client requests
Contribute to the smooth operation of the team by demonstrating excellent organisational skills, time management, and attention to detail

Experience

Previous administrative experience within a financial services or related environment is preferred
Strong report writing skills with the ability to analyse complex data accurately
Familiarity with Microsoft Office applications including Word, Excel, Outlook, and IT systems used in financial planning
Excellent communication skills to interact confidently with clients and team members
Demonstrated organisational skills with the ability to manage multiple tasks efficiently and meet deadlines
A proactive attitude with strong customer service skills and good sense of initiative

This is a role where your organizational talents, analytical skills, and passion for finance will help contribute to the long term success of the whole team . We’re committed to supporting your growth as you develop your expertise in financial services while enjoying a collaborative work environment.

Pay: £28,000.00-£35,000.00 per year

Benefits:

Company pension
Health & wellbeing programme
Referral programme

Application question(s):

Do you have recent experience of working in a wealth planning or financial advice environment?

Experience:

Financial services: 1 year (preferred)

Location:

Nuneaton CV11 4DA (preferred)

Work Location: In person

Quick apply

Refine Your Search

financial adviser jobs in attleborough, war

Financial Services Assistant and Junior Paraplanner

Client Services Administrator

Trainee Mortgage Adviser

Practice Administrator

Financial Services Administrator

Financial Planning Administrator / Wealth Management Administrator

Trainee Financial Adviser

Head of People and Culture

Financial Services Administrator

Financial Administrator

Finance Director

Schools Finance Officer

Property & Relationship Manager

Procurement Manager - Midland Metro

Legal PA - Employment

Employee Mobility Officer (111956-0726)

Digital Content Compliance Specialist

Investment Administrator - 12 month FTC

Head of Communication and Engagement

Senior Manager – Complex Transaction Support

I want to receive the latest job alerts for financial adviser in attleborough, war

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