Financial Planner salaries in Bagshot, SRY

Competitive Benefits: Private medical cover, pension matching, and enhanced parental leave, to name a few. Provide high-quality, independent financial advice…

Hybrid working – typically 2 days per week in the office. Suitable professional qualifications to Level 4, with the ability to provide retail investment advice.

Strong knowledge of financial products such as ISAs, SIPPs, Pensions, Investments. Liaise with operational teams where support is provided on activities.

9 days ago

Ensuring the Backoffice system (IO) is kept up to date and tasks for processing recommendations are completed in a timely manner and checked.

£25,000 - £28,000 a year

Handling incoming correspondence, emails and telephone enquiries. Liaising with clients, providers and third parties in a professional and timely manner.

Up to £25,625 a year

Comfortable managing multiple priorities in a fast-paced setting, you have strong attention to detail and take pride in delivering a high standard of…

10 days ago