Financial advisory occupations Work, Jobs in Allesley, Wmd (with Salaries)

Administrator - Financial Advice
WKM Wealth Ltd —Leicester
- £26,800 - £55,000 a year
- Full-time
- English
- Administrative experience
- IT
- Life insurance
Quick apply
9d
Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Senior Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- Communication skills
- Health & wellbeing programme
- Employee discount
Apprentice Pensions Administrator
Broadstone Corporate Benefits Limited —Coventry
- Full-time
- School
- Employee discount
Administrator - Employee Benefits
Mercer —Birmingham
- Full-time
- Hybrid work
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Financial Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £35,000 a year
- Full-time
- Microsoft Word
- Microsoft Excel
- Microsoft Outlook
Pensions Officer
Pinsent Masons —Birmingham
- Full-time
- Microsoft Powerpoint
- Microsoft Word
- Microsoft Excel
Personal Wealth Adviser
Lloyds Wealth —Birmingham
- £65,000 - £80,000 a year
- Full-time
- Remote
- Business development
- Work from home
- Life insurance
Senior IFA Administrator
RGH‑Global Limited —Coventry
- £26,000 - £34,000 a year
- Part-time
- Microsoft Office
- Employee assistance programme
Financial Administrator (Halesowen)
Perspective Financial Group —Halesowen
- Monday to Friday
- Microsoft Outlook
- Administrative experience
- Communication skills
- Referral programme
8d
Senior Paraplanner
RGH‑Global Limited —Coventry
- £40,000 - £45,000 a year
- Part-time
- Mentoring
- Communication skills
- Employee assistance programme
Financial Adviser Academy
Mattioli Woods —Leicester
- Full-time
Financial Planner
Azets —Coventry
- Full-time
- Communication skills
- Tax experience
Quick apply
13d
Financial Advisor
Partnership Recruitment —Warwick North
- Up to £60,000 a year
- Hybrid work
- Communication skills
- Tax experience
- Annual leave
Pensions Administrator
Isio Group —Birmingham
- Full-time
- Microsoft Office
- Organisational skills
- IT
Associate Pensions Consultant
Gallagher Benefit Services —Birmingham
- Microsoft Office
- Communication skills
- Employee stock purchase plan
- Life insurance
New Client Adviser
Lloyds Wealth —Birmingham
- £65,000 - £84,000 a year
- Full-time
- Communication skills
- Annual leave
- Work from home
Senior Financial Planning Administrator
Charles Stanley —Birmingham
- Full-time
- Oracle
- Customer service
- No degree
Wealth Management Administrator
RGH‑Global Limited —Birmingham
- £25,000 - £30,000 a year
- Communication skills
Mathieson Consulting - Pensions Analyst
Royal Bank of Canada —Birmingham
- Full-time
- Microsoft Word
- Microsoft Excel
8d

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financial advisory occupations jobs near allesley, wmd

Administrator - Financial Advice

WKM Wealth Ltd
Leicester

Quick apply

Job details

Permanent | Full-time
£26,800 - £55,000 a year
9 days ago

Benefits

Company pension
Private medical insurance
Life insurance

Qualifications

GCSE
English
Administrative experience
IT
Communication skills
A Level
Time management
Office experience

Full job description

About WKM Wealth

Our goal is for our clients, friends and family to achieve financial freedom and create the ability to enjoy their lives. We are growing, dynamic, fun and successful independent wealth management firm of financial planners and investment managers. WKM embraces the best technology to deliver financial planning, with change in mind. This allows us to engage and communicate efficiently. The current team of nine are based in a modern office at Grove Park, Leicester.

About the role

We are recruiting for an administrator. The role will be diverse due to the small team and scope of business. It will involve supporting the Directors in conducting business, client communications, and general office administration. We are looking for an individual that has at least two years worth of experience in administration within a financial advisory business.

The role has excellent benefits, including a competitive salary, 30 days holiday, pension and private medical cover amongst other benefits.

Your experience and attributes

Experience of working in an office environment is essential to understand what makes a well-functioning and enjoyable place of work for all employees. At least two years of administration experience in financial advice is also required.

The following skills would be desirable:

· Proficient IT skills – ability to use a computer and various applications

· Microsoft application knowledge

· Willingness to take initiative to ‘get things done’

· Ability to work well in small teams

Ideally, finance industry knowledge would be beneficial but a positive attitude, willingness to learn and embed yourself in the company culture and future ambitions are as important.

Strong communication skills are essential, both oral and written. You must be willing to take appropriate qualifications and have exemplary levels of integrity and discretion. Other personal attributes that would suit the role are excellent time management alongside a calm mindset with the ability to think and deliver under pressure.

Your qualifications

We expect an individual in this role to have achieved a C or above in English & Maths at GCSE and educated to at least A-level or equivalent. Relevant financial planning qualifications are desirable but not essential. We will support ongoing learning through appropriate qualifications.

How to Apply

Apply directly or send your CV to following email address, or if you would like more information about the role, please contact us at [email protected]

Job Types: Full-time, Permanent

Pay: £26,800.00-£55,000.00 per year

Benefits:

Company pension
Life insurance
Private medical insurance

Education:

GCSE or equivalent (preferred)

Experience:

Administrative: 2 years (required)

Language:

English (required)

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

financial advisory occupations jobs in allesley, wmd

Administrator - Financial Advice

Pensions Administrator

Senior Pensions Administrator

Apprentice Pensions Administrator

Administrator - Employee Benefits

Financial Administrator

Pensions Officer

Personal Wealth Adviser

Senior IFA Administrator

Financial Administrator (Halesowen)

Senior Paraplanner

Financial Adviser Academy

Financial Planner