Financial Advisory Support Occupations salaries in England

Strong knowledge of pensions, investments and financial planning products. Knowledge of Quilter products and processes. Cash flow modelling (where appropriate).

8 days 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

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

Typically 1 to 3 years’ paraplanning experience, or 5+ years’ relevant experience if not yet qualified. Strong knowledge of retail investments, pensions,…

Own and manage case progression, working collaboratively with Advisers, Client Executives, Paraplanners, and external providers to resolve queries, maintain…

£40,000 a year

13 days ago

Your service is vital to our adviser satisfaction; you will be administering their policies, answering their queries, responding to their complaints, helping…