Financial Planner salaries in Baildon, WYK

Confident answering and making telephone calls. This includes filtering calls, preparing for client meetings, processing new applications and all general client…

Up to £28,000 a year

10 days ago

At least 3 years of work experience at Paraplanner level or higher. Professional Communication Skills – able to communicate in a professional manner (both…

£40,000 - £50,000 a year

Up-to-date knowledge of UK financial regulation and tax legislation, with confidence handling technical queries.

9 hours ago

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

We are looking for someone with good communication and numeracy skills, coupled with knowledge of Investment products, pensions, Investments, SIPPs and SSAS’s.

This role is responsible for driving high‑quality service delivery, operational excellence and an outstanding client experience.

3 days ago