Financial advisory support occupations Work, Jobs in Belper, Dby (with Salaries)

Financial Planning Associate - East Midlands
Atomos —Nottingham
- Hybrid work
- CRM software
- Organisational skills
- AI
Financial Planning Administrator
Cooper Parry —Derby
- Full-time
- Analysis skills
- Training & development
Senior Paraplanner
AMG Wealth Management —Allestree
- £35,000 - £40,000 a year
- Full-time
- Microsoft Office
- Analysis skills
- Organisational skills
Quick apply
10d
Pension Administrator
FNZ —Nottingham
- Full-time
- Organisational skills
- Communication skills
9d
Financial Administrator
Perspective Financial Group —Ashbourne
- Monday to Friday
- Computer skills
- Communication skills
- Referral programme
3d
Trainee Financial Adviser
Mattioli Woods —Sheffield
- Travel
13d
Paraplanner
The Progeny Group Limited —Nottingham
- Full-time
- Hybrid work
- Microsoft Word
- Mentoring
- Financial services
- Employee assistance programme
- Referral programme
Quick apply
Pensions Administrator
Brightwell —Chesterfield
- IT
- Communication skills
- Free parking
- Employee assistance programme
UK Senior Pensions Administrator
Aon Corporation —Sheffield
- Microsoft Word
- No experience needed
- Analysis skills
10d
Paraplanner
Foster Denovo —Derby
- Hybrid work
- Employee discount
Client Experience Administrator
Foster Denovo —Sheffield
- Full-time
- Employee discount
5d
Paraplanner
Cooper Parry —Derby
- Full-time
- Analysis skills
- Analytics

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Ashlings Legal —Manchester
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Bevan Brittan —Birmingham
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Financial Planning Associate - East Midlands

Atomos -
Nottingham

Apply Now

Job details

Benefits

Company pension
Private medical insurance

Qualifications

CRM software
Financial planning
Pension
Client engagement
Suitability report preparation
Stakeholder liaison
Financial report writing
Lead generation
Internal department liaison
Organisational skills
Relationship management
Networking
AI
Communication skills
Business lead generation
Certificate in Insurance

Full job description

Career
You’re already working in Financial Planning and are ready for a role that genuinely develops you into an adviser. You want hands‑on client exposure, meaningful technical work, and a clear pathway to becoming a Financial Planner within a growing, ambitious firm.

About the role
This role is centred around client relationship management and adviser development. You will work closely with the Head of Office, gaining exposure to high‑net‑worth clients and complex planning scenarios.

Over an expected 2+ years' development period, you will be mentored and coached directly by the Head of Office and Financial Planners. You will build the practical skills required to succeed, including how to engage and advise clients, develop your professional network, and contribute to lead generation, preparing you for a successful transition into an adviser role.

Accountabilities

Manage day‑to‑day client relationships, ensuring all requests are handled promptly and proactively.
Prepare for, attend, and follow up on client meetings, ensuring all post‑meeting actions are completed.
Review existing financial plans to ensure they continue to meet client needs.
Write financial planning reports as part of the onboarding process.
Review suitability reports and provide technical input for client meetings.
Prepare detailed cashflow reports.
Liaise with the admin and paraplanning teams to ensure work progresses smoothly.
Support occasional suitability report writing during peak periods.
Attend networking events and begin building your professional profile.
Use AI‑driven systems (including Saturn) to support analysis, modelling, and workflow efficiency as part of your daily work.

This is an integral role offering exceptional exposure, development, and mentorship. You will be supported through our Junior Financial Planner pathway, giving you a structured and achievable route to becoming an adviser.

Skills and Experience

Level 4 qualified (through CII) in Financial Planning.
Strong understanding of financial planning processes and client service.
Technical capability across pensions, tax, cashflow modelling, and financial planning research.
Excellent communication skills and confidence engaging with clients.
Strong organisational skills and the ability to manage multiple priorities.
Experience with CRM systems (we use Xplan) and strong Excel skills.

Benefits

Competitive Pension Scheme - we contribute 6%, you 3%
26 days holiday plus bank holidays
Private Medical Insurance
Life Assurance (4x)
Group Income Protection
Work From Anywhere policy

Our agile working environment means you may engage in various tasks and projects, which keeps work interesting and you get to develop and grow.

Apply Now

Refine Your Search

financial advisory support occupations jobs in belper, dby

Financial Planning Associate - East Midlands

Financial Planning Administrator

Senior Paraplanner

Pension Administrator

Financial Administrator

Trainee Financial Adviser

Paraplanner

Pensions Administrator

UK Senior Pensions Administrator

Paraplanner

Client Experience Administrator

Paraplanner

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