Financial Advisory Support Occupations salaries in England

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

9 days ago

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

4 days ago

Doing/checking of calculations and assisting team members with difficult cases and non-standard queries (subject to experience).

Assisting with general office duties such as scanning, post, telephone calls, and meeting preparation. The role involves providing high-quality advice and…